topic Form 4852 Substitute for W-2 in Get your taxes done using TurboTax

Form 4852 Substitute for W-2

ardeshar — Mon, 09 Mar 2026 08:35:19 GMT

In my last year's (2020) tax return, the CPA had filled in the form 4852 in reference to the pension I had received from my previous employer (HSBC bank) in United Kingdom. I have already paid taxes on my pension in United Kingdom. There was a note of an additional information on form 4852 stating that " Additionally, these distributions are exempt from US tax under the United States-United Kingdom Tax Treaty"

I have completed all the information required for my tax return but, I did not come across form 4852 and guide instructions. Can you help me please?

Mukesh M. Desai.

Re: Form 4852 Substitute for W-2

JohnB5677 — Wed, 09 Mar 2022 20:36:45 GMT

You can enter the information for the taxes paid for your pension in the UK:

To Wages & Income
Scroll to Less Common Income
elect Miscellaneous Income = Start / Revisit
Select Other Reportable Income = Start / Revisit
Any Other Taxable Income? = Yes
Enter UK/US Treaty and the amount as a negative dollar = Continue