Scenario:
Employee is 'Active' from January to May 31, 2015 with PERNR 12345
Individual is 'Retiree' from June 1 to Year-End with PERNR 54321
We use Reference No (info-type 0031) to tie them together.
We are unable to generate a single 1095-C for the individual for their 'Active' information and 'Retiree' information.
What occurs is a form just gets generated for the Retiree portion.
If we run the PERNRs separately, we can generate a form for the 'Active' and a 2nd form for the 'Retiree', but my understanding is that the IRS wants the information on ONE form.
Has anyone dealt with this scenario and have a solution?