Technical Program Issue

[MikeL15]

There appears to be some sort of Program glitch  My Form 4852 - Substitute Form 1099-R is not feeding the entries into the 1040/1040SR Worksheet Lines 5a and 5b.  These lines cannot be overridden or marked as Estimated in the Worksheet.

[RobertB4444 · Accepted solution]

You need to enter your 1099-R in the 1099-R section and let the system populate the 4852 for you.  You have worked backwards and confused the machine.

To start with clear the entries that you have made in the 4852.  May be easiest to delete the form.

Then go the the 1099-R section in the wages and income section of your federal return.  After you enter the information for the 1099-R that you want to create check the box for I need to create a substitute 1099-R.  The system will ask questions about it and after you answer those questions you'll get your 4852.

@MikeL15 

[MikeL15]

Hi RobertB4444,

Yes, I accidentally spotted the “Create a substitute 1099-R” as I was checking through the 1099-R form on April 13th, so I used the method you have suggested - and filed on time!

That approach had made no sense to me initially, because I didn’t have a 1099-R, but knew I had to submit a 4852, as I had done in previous years.

Anyway, I will certainly remember this for next year.

Thanks for getting back to me.

Mike