1095-B COMPLETION MATRIX

TY2026 DATES CALCULATED UNDER PUBLISHED RECURRING RULES
Coverage/reporting year: 2026; filing year: 2027
Permitted IRS paper filing: March 1, 2027
IRS electronic filing: March 31, 2027
Ordinary furnishing / alternative website notice: March 2, 2027
Alternative notice available through: October 15, 2027
Source: final 2025 B-series instructions and Notice 2025-15; checked September 6, 2026
Final 2026 instructions and applicable relief rechecked / date:

Provider / coverage year:
Covered people / responsible-individual statements:
Approved data version / reconciliation location:

OBLIGATION ROW
IRS, direct furnishing, notice, request or state:
Official date / source-year authority:
Responsible party:
Actual event / date / identifier:
Artifact location / population covered:
Difference or missing evidence:
Next action / owner:

NOTICE/REQUEST EVIDENCE
Notice text / website location / publication record:
Required availability period / changes:
Request received / due calculation / furnished date:
Statement version / method / consent reference:

RETENTION AND REVIEW
Applicable retention basis:
Restricted custodian / authorized backup:
Link retrieval checked:
Actual reviewer / date / open cases: