Is a Federal Form 4852 (substitute W-2) the same as a substitute 1099R?

[IreneS]

Yes - Form 4852 can be used as a substitute 1099-R as well as a substitute W-2.

Please follow these steps to create a substitute 1099-R form and Form 4852:

1. Click on Federal > Wages & Income.
2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
3. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
   
4. If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries.  Click on the link Add Another 1099-R (below the table).
5. On the next screen click I'll type it myself.
6. On the screen, Tell Us Which 1099-R You Have, mark the radio button for the type of 1099-R. 
7. On that same screen,click the box next to I need to prepare a substitute 1099-r.