First of all, let's start fresh. Go to tax tools>tools>delete a form>delete all 4852 forms that appear in the list of forms. Chances are, you may have more than one.
- Now review your 1099R
- After review, scroll through the section until the reach the area that says Tell us if any of these uncommon situations apply
- Here choose I need to file a substitute 1099-R
- As you continue through the screens, you will eventually arrive at the screen that says Substitute 1099-R agreement
- press continue and answer the questions that is asked. From then on, your 4852 is complete.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
