Form 4852

I do not understand why I m being told that I must enter a number from Form 4852 when I do not have any such form. I entered a valid 1099-R for a company from which I receive a monthly payment. Why the Form 4852?

686

Level 15

Feb 27, 2021 5:20:03 PM

That is a substitute 1099-R. Delete it and choose the 1099-R form type, not a substitute.

Returning Member

Feb 27, 2021 6:15:17 PM

what do you mean by 1099-R form type?

Level 15

Feb 27, 2021 6:18:13 PM

@Hesh wrote:

what do you mean by 1099-R form type?

I don't know if you are using the online or desktop version.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.

New Member

Feb 28, 2021 9:09:29 AM

Form 4852 is used for substitute 1099R etc. Do you have all your 1099s? if not you must use this Form 4852.

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Form 4852