DanaB27
Expert Alumni

Retirement tax questions

You don't need to say that the Form 1099-R is a substitute Form 1099-R. Using a substitute Form 1099-R will cause issues with e-filing. You will get the 2024 Form 1099-R that you are entering in 2025 therefore creating Form 4852 is not necessary.

 

"Form 4852 serves as a substitute for Form W-2, Form W-2c, and Form 1099-R (original or corrected), and is completed by taxpayers or their representatives when:

 

  • Their employer or payer does not give them a Form W-2 or Form 1099-R.
  • An employer or payer has issued an incorrect Form W-2 or Form 1099-R." (IRS)

 

@VinnieT49 

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