IRS FORMS W-2 AND 1095-B DELIVERY AND PROCESS FOR REQUESTING DUPLICATE AND CORRECTED FORMS

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SUBJ: IRS FORMS W-2 AND 1095-B DELIVERY AND PROCESS FOR
A. PERSONNEL AND PAY PROCEDURES MANUAL (PPPM), PPCINST M1000.2
(SERIES)

1.  Per ref (a), IRS Form W-2 for 2016 will be mailed no later
than 31 Jan 2017. W-2s are mailed to the member’s mailing
address in Direct Access. If you consented to receive your tax
forms electronically, the printable forms will be available in
Direct Access self service under “View/Print My Year End
Forms” no later than 31 Jan 2017.

2. In addition to W-2 forms, PPC will also be producing IRS
1095-B, Health Coverage forms. The IRS 1095 series forms
include information already provided to the Internal Revenue
Service. These forms contain information members need to
complete their individual federal income tax return.

3.  In order for PPC to furnish the IRS Forms in a timely
fashion, all members must ensure their correct and current
mailing address is entered in Direct Access no later than 6
Jan 2017. To view and update your mailing address in Direct
Access (https://portal.direct-access.us/), go to the Main Menu
and select Self-Service, Employee, Tasks, Home and Mailing
Address. Use ref (a), section 8.B.6, for address format
examples for single members living in barracks or shipboard
berthing.  Members must ensure forwarding of mail through the
U.S. Postal Service if there has been a recent change in
mailing address.

4.  Requests for duplicate IRS Forms will not be accepted or
processed until after 15 February 2017 and will not be
processed for members with access to Direct Access.  Note:
Separated members have self-service in Direct Access for 18
months following separation.

A. If you are unable to print the IRS Form W-2 from Direct
Access, request a duplicate W-2 by completing form CG-2016, W-
2 Request Form (http://www.uscg.mil/ppc/forms/). Attach the
signed form (digital signatures are preferred) to a PPC
Customer Care trouble ticket at
https://cg.portal.uscg.mil/units/ppc/SiteAssets/PPC_Customer_C
are_Trouble_Ticket_Form.dotm or via e-mail to ppc-dg-
customercare(at)uscg.mil. CG-2016 forms received via fax are
not accepted and will not be processed.

B. To request a duplicate IRS Form 1095B, submit an online
trouble ticket at
https://cg.portal.uscg.mil/units/ppc/SiteAssets/PPC_Customer_C
are_Trouble_Ticket_Form.dotm or send an e-mail to ppc-dg-
customercare(at)uscg.mil.

C. Replacement IRS Forms W-2 and 1095-B will be e-mailed to
the member’s e-mail address, secured with password protection.
The forms will only be sent directly to the taxpayer.

5. Ref (a), section 8.B.6.9, contains guidance for requesting
a corrected IRS Form W-2. Report W-2 discrepancies to PPC
(SEP) via your responsible Personnel and Administration (P&A)
Office. The P&A Office must notify PPC (SEP) via Customer Care
trouble ticket of the suspected error with applicable
supporting documentation and calculations.  Refer to the State
Tax Withholding Exceptions prior to submitting a request for
W-2 correction as Direct Access collects Federal and State tax
based on member election:
https://www.uscg.mil/ppc/guides/gp/spo/deductions/State_Tax_Wi
thholding_Exceptions.pdf

6.  Corrections to the IRS Form 1095-B can only be made by the
Defense Manpower Data Center (DMDC) through the Defense
Enrollment Eligibility Reporting System (DEERS).  Members must
go to an ID card facility to have information updated in
DEERS.  PPC will produce corrected forms once received from
DMDC and will deliver to the member according to the delivery
method elected.

7. For additional guidance, refer to the PPC Separations
website at: http://www.uscg.mil/ppc/w2.asp (for W-2
information) or http://www.uscg.mil/ppc/aca (for 1095
information).
8. Direct questions regarding the content of this message to
PPC Customer Care at: (866) 772-8724/(785) 339-2200 or via the
Online Trouble Ticket/Inquiry Form at
http://www.uscg.mil/ppc/ccb/ or by e-mail to PPC-DG-
CustomerCare(at)uscg.mil.
9. Released by: RDML M. T. Bell Jr., Commander, CG Personnel
Service Center. The Service Center for Our Most Important
Resource – Our People.
10. Internet release authorized.

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