I am getting a 1042-S for my retirement income instead of a 1099-R. How do I get to Form 4852?

I think you are trying to enter a substitute Form 1099-R in TurboTax. You can do that as follows: 

 

1. Go to the personal income section of TurboTax 
2. Find the Retirement Plans and Social Security menu option
3. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
4. Choose Add Another 1099-R
5. Choose I'll type it in myself
6. On the screen that says Tell Us Which 1099-R You Have choose I need to prepare a Substitute 1099-R

 

After you complete the Form 1099-R entries, later on you will see an option to complete Form 4852.

 

 

 

@Denverbarb ,  while agreeing with my colleague @ThomasM125 , I still do not understand if you are a US person ( citizen / GreenCard) and living in the USA, why you have received 1042-S.  Did the issuer withhold  Federal taxes ?

 

pk 

the IRS wants to know the answer to that question answer as well. Yes, there are federal taxes being taken out. It’s my uncle’s account. He is not now and never has been a foreign person. 

@Denverbarb , now I am really confused.

 

Are you saying that you are preparing a return for  your  uncle, whom is  an US person,  and the  issuer  has  his SSN, knows he is  a US person, then the 1042-S  is in error .  Please contact the issuer  and have them  issue a 1099 instead ( including showing  that taxes were withheld.).

 

If on the other hand , you are saying that  you have inherited   an account from your  uncle ( US person )  then your immigration status would be germane to whether the issuance of 1041-S is correct or not.

I still think you need to contact the issuer --- perhaps they made a mistake--yes ?

 Don't  know how else to help you.

 

pk