FORM 4852 (substitute for Form 1099-R), where is Form IT 1099-R?

I am a retiree from the United Nations, we do no have Form 1099-R, but instead we have a "Statement of Benefits" showing the total pension received in 2024.

I have to use Form 4852 (substitute for Form 1099-R in TurboTax), but how do I Link Form 4852 to Form 1099-R for the NYS?

907

Level 15

Apr 15, 2025 3:34:55 PM

When you are making up your 1099-R substitute, you enter the amounts for your state of residence also Box 14-16.

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FORM 4852 (substitute for Form 1099-R), where is Form IT 1099-R?