ALCGPSC 154/17 - 2017 IRS FORMS W-2 AND 1095-C INFORMATION

19 DEC 17

UNCLASS //N07401//
ALCGPSC 154/17
SUBJ:  2017 IRS FORMS W-2 AND 1095-C INFORMATION
A. PERSONNEL AND PAY PROCEDURES MANUAL (PPPM), PPCINST M1000.2 
(SERIES)
1.  IRS Form W-2 and 1095-C - The required 2017 IRS tax forms W-2 (Wage and Tax
Statement) and 1095-C (Employer-Provided Health Insurance Offer and Coverage) will
be mailed no later than 31 Jan 2018 to the member’s mailing address listed in Direct
Access https://portal.direct-access.us/.  Members who have selected to opt out of
receiving the paper forms will be able to download their tax forms from Direct Access
and will not receive a paper copy in the mail.  Members who have not opted out of
receiving the paper forms are highly encouraged to do so as this reduces fraud and
identity theft risks, and also reduces postage/material costs for the Coast Guard.  All
members with access to Direct Access, regardless of whether they opted out or not, will
be able to download and print their individual tax forms starting in late January 2018. 
Tax documents will be available by going to: Employee, View and View/Print My Year
End Forms.
2.  In order to facilitate timely delivery of required tax forms, members must ensure their
address is correct in Direct Access no later than 6 January.  To view and update your
mailing address in Direct Access, go to the Main Menu and select Self-Service,
Employee, Tasks, and 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.
3. Corrected IRS Forms – Members who require corrections to their IRS forms shall refer
to ref (a), section 8.B.7 and the following guidance:
     a. Corrected W-2:  Report all 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(s) and include applicable
supporting documentation and calculations.  P&As should refer to the State Tax
Withholding Exceptions prior to submitting a request for a corrected W-2 as Direct
Access collects Federal and State tax based on member election
http://www.dcms.uscg.mil/Portals/10/CG-
1/PPC/guides/GP/SPO/Deductions/State_Tax_Withholding_Exceptions.pdf.  PPC
Customer Care tickets can be submitted using the form at
https://cg.portal.uscg.mil/units/ppc/SiteAssets/PPC_Customer_Care_Trouble_Ticket_For
m.dotm or sent via e-mail to PPC-DG-CustomerCare(at)uscg.mil.
     b. Corrected 1095-C: Corrections to the IRS Form 1095-C 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.  Corrected IRS Form 1095-C will be loaded into Direct Access for
members to view/print once DMDC has transmitted the updated files to the Coast Guard. 
DMDC files are typically updated weekly. 
     c. Corrected W-2 and 1095-C forms will be available to download and print from
Direct Access.  Members unable to print or who cannot access Direct Access should
follow the guidance of paragraph 4 below to request a paper copy of their tax form(s).
4.  Lost or Undeliverable IRS Forms – Requests for undeliverable/replacement IRS Form
W-2 and/or 1095-C will not be processed until after 15 February 2018.  Members with
access to Direct Access can download and print their tax forms at any time after they are
posted in late January.  PPC will only process undeliverable/replacement requests for
members who cannot access their forms from Direct Access.  Note: Separated members
have access to Direct Access for 18 months following separation.
     a. Members unable to access or print their W-2 from Direct Access can request a
duplicate/replacement by completing form CG-2016 by going to:
http://www.dcms.uscg.mil/Portals/10/CG-1/PPC/forms/CG_2016.pdf.  Attach the signed
form (digital signatures are preferred) to a PPC Customer Care trouble ticket.  Faxed
forms cannot be accepted and will not be processed.  PPC will send the requested form to
the taxpayer only, at the e-mail address (if one is provided) or the mailing address listed
on the form.  The form will be mailed within 10 business days. 
     b. Members unable to access or print their 1095-C from Direct Access shall submit an
online trouble ticket directly to PPC Customer Care with the following information: First
and last name, employee ID, complete home address, and e-mail address.  PPC will send
the requested form to the taxpayer only, at the e-mail address (preferred) or mailing
address provided.  The form will be mailed within 10 business days. 
5. 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://cglink.uscg.mil/PPCticket or by e-mail to PPC-DG-CustomerCare(at)uscg.mil.
6.  Released by: CAPT C. E. Fosse, Acting Commander, CG Personnel Service Center.
The Service Center for Our Most Important Resource - Our People.
7. Internet release authorized.