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posted Jun 3, 2019 11:16:12 AM

I've received 1099-R, still need me to fill 4852 form which I have no access to.

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1 Best answer
Level 15
Jun 3, 2019 11:16:13 AM

If you have the 1099R then there is no need to complete the Substitute Form 4852.

To enter pension and annuity Payments (1099-R)
•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


1 Replies
Level 15
Jun 3, 2019 11:16:13 AM

If you have the 1099R then there is no need to complete the Substitute Form 4852.

To enter pension and annuity Payments (1099-R)
•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button