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

hebaoluo — Sat, 01 Jun 2019 20:57:15 GMT

Yes - Form 4852 can be used as a substitute 1099-R as wel...

IreneS — Sat, 01 Jun 2019 20:57:16 GMT

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:

Click on Federal > Wages & Income.
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).
If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
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).
On the next screen click I'll type it myself.
On the screen, Tell Us Which 1099-R You Have, mark the radio button for the type of 1099-R.
On that same screen,click the box next to I need to prepare a substitute 1099-r.