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Not applicable
posted Mar 6, 2021 9:45:30 AM

I need to file form 4852 substitute for form 1099R

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2 Replies
Expert Alumni
Mar 6, 2021 10:06:16 AM

To use Form 4852 to prepare a substitute Form 1099-R, you go through the Form 1099-R section itself.  Choose to type in the information for the Form 1099-R instead of trying to import it.  Then, check the box showing you need to prepare a substitute Form 1099-R and follow the screen instructions.e instructions on the screen. 

Level 15
Mar 6, 2021 4:18:17 PM

Why do you need to file a substitute Form 1099-R?  Most people who think they need to are incorrect.