Retirement tax questions

You have options. The program has changed. Form 4852 is for a substitute 1099-R and it will be generated following these steps. The Form 4852 is not eligible for efile without the ID. We could move the income to the other income section but that could affect other issues. 

If you can move the income to to Other Income without it affecting other parts of your return, that would be the easiest.

To enter:

1. You would go to personal income, 
2. scroll to the bottom to misc income, 
3. start, 
4. scroll to the bottom again, 
5. other reportable income, 
6. start.
7. enter USD amount and description.

If you are using the desktop program, you have the ability to override the things that are affected by the change in income placement. You would have to save a pdf of the return with the income in place as 1099R to manipulate the numbers back to that position after moving it to other income.

If you want to mail in your return, you can follow the steps for a 1099-R substitute, Form 4852.

@ParkNYC