Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
pggwinters
New Member

What is form 4852 from my !099R?

turbotax is asking for 1099R form 4852. what is that?
7 Replies
DoninGA
Level 15

What is form 4852 from my !099R?

Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc., is used if you have a distribution from certain accounts and do not have a Form 1099-R.

 

Did your receive a Form 1099-R for a distribution from a retirement or annuity account?

PLK43
New Member

What is form 4852 from my !099R?

WE RECEIVED 1099R.  WE HAVE NEVER HAD TO HAVE A 4852 BEFORE THIS YEAR...

 

DoninGA
Level 15

What is form 4852 from my !099R?


@PLK43 wrote:

WE RECEIVED 1099R.  WE HAVE NEVER HAD TO HAVE A 4852 BEFORE THIS YEAR...

 


If you receive a Form 1099-R then you do NOT need to file a Form 4852.  Enter the Form 1099-R as received.

LinaJ2020
Expert Alumni

What is form 4852 from my !099R?

If you have received a Form 1099-R, you do not need to file the Form 4852.

 

Form 4852 serves as a substitute for Form W-2, Form W-2c, and Form 1099-R, and is completed by taxpayers or their representatives when:

  • Their employer or payer does not give them a Form W-2 or Form 1099-R.
  • An employer or payer has issued an incorrect Form W-2 or Form 1099-R.

Simply remove the form from the program.  Here are the steps:

 

1.  Sign into your account, select Pick up where you left off

2.  Select Tax Tools, click on the drop down arrow

3.  Select Tools

4.  Under Other helpful links, choose Delete a form

5.  Select Delete next to the Form 4852 and Continue with My Return

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Katz1
Level 1

What is form 4852 from my !099R?

I have received my 1099R form and submitted the information but continue getting a message that I cannot file my taxes until I receive a Form 4852.  Why?

Katz1
Level 1

What is form 4852 from my !099R?

Yes I did so why won't Turbo Tax let me file my taxes without a Form 4852????

MayaD
Expert Alumni

What is form 4852 from my !099R?

Form 4852, Substitute for Form W-2 or Form 1099-R.

It could be that you accidentally checked the box I need to prepare a substitute

1099-R.

If that is the case, delete the 1099-R and re-enter it again.

To delete form 1099-R:

  • Login to your account.
  • Select Federal from the Left menu.
  • Go to Wages and Income then Income and Expenses
  • Scroll down to Retirement Plans and Social Security.
  • Click Revisit next to IRA, 401K, Pension plans (1099R)
  • On the following screen delete the 1099-R by clicking on the trash can icon next to it.

Click Add a 1099-R to re-enter the form.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Dynamic AdsDynamic Ads
Privacy Settings
v