@butimnotachef wrote:
For the excessive contribution removal before tax filing, under what case should we be filing a form 4852? turbotax mentions if you haven't gotten 1099-R that you may want to use this so I'm confused between doing this and just filing a 1099-R?
"4852 is a substitute form W-2. You would never file that in connection with a removal of excess IRA contribution."
------------------------------------------------
I'd like to bring this up again since I don't see a definitive answer shown in this thread. Identifying the self-created 1099-R as a "substitute" does trigger TT into producing a 4852 for reporting the 1099-R. TT then goes thru a questionnaire to complete the explanations for the 4852. Is that correct or not since there seems to be a difference of opinion? Should it not be marked as a “substitute”? The 4852, in least in my case, also causes my state return (CA) to have to be filed in paper by mail instead of electronically due to that form being included in the federal return.
