I need to use a Form 4852 Substitute for Form 1099-R. TurboTax Premier says it is not available and I cannot e-file. However, I received a message from TT Support saying that this form IS available. My TT Premier is up to date with latest updates.
Is Form 4852 available now (for tax year 2020)? If so, how do I get my copy of TT Premier to include it?
I have already done all the update stuff. What's the secret to getting it on my system??
And, when I get it, can I e-file?
Thanks
Paul_F
Hello, thank you for posting your question!
Our forms availability list shows that this will be available 02/25/2021.
You can find this and more form availability here.
Thank you.
In the table, does "unsupported" mean that if i use this form I cannot efile?
You are very welcome! You are correct, you would not be able to efile due to the "unsupported"
I have the same problem. TurboTax says that my Form 4852 is available for download, but it is NOT.
I have been e-filing tax returns with Form 4852 for for the last five years 2015 to 2019. Why can I not e-file if I have these form in my Federal Tax Return for 2020. Is this a TurboTax problem or an IRS problem?
Form 4852 cannot be e-filed. It can only be included with a mailed tax return.
Form 4852, Substitute Form W-2 or 1099R is scheduled to be available for printing on 02/25/2021
How do I file a substitute W-2 using Form 4852? How to file a substitute W-2 using Form 4852
It is wrong that the Form 4852 cannot be e-filed. With the latest program update, which I initiated today (03/02/2021), I was able to e-file my Federal- and State-returns, and I already got confirmation of that my Federal Return was accepted.
So, do not listen to the experts, just keep on updating the program and the forms and it should work from now on.
(Please ignore; I could not find a way to delete my reply.)
I was able to fill in both fields, but I am using Turbo Tax Premier running on Windows 10. I think the program might issue a generic explanation if you are not filling in field 9 and 10. A friendly call from IRS can solve the problem as well. If you were able to add Institution name, address and phone number, IRS can check your information that way. Good Luck.
Form 4852 is not available for e-file. If you are preparing this form, you would need to print out forms and submit by mail.
Another option you can do is to enter information under "Other Income". This way you can e-file your tax return.
For more information, see http://www.irs.gov/Businesses/The-Taxation-of-Foreign-Pension-and-Annuity-Distributions
If it is not taxable to you,