IRS Form 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-r, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc.

What Is IRS Form 4852?

This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on September 1, 2018. As of today, no separate filing guidelines for the form are provided by the IRS.

FAQ

Q: What is IRS Form 4852?
A: IRS Form 4852 is a substitute for Form W-2 or Form 1099-R when those forms are missing or incorrect.

Q: When should I use IRS Form 4852?
A: You should use Form 4852 when you are unable to obtain a correct or timely Form W-2 or Form 1099-R from your employer or payer.

Q: What information do I need to complete IRS Form 4852?
A: You will need your personal information, employer information, and income details for the tax year.

Q: Can I e-file IRS Form 4852?
A: No, you cannot e-file Form 4852. It must be printed and mailed to the IRS.

Q: Is there a deadline to file IRS Form 4852?
A: Form 4852 should be filed as soon as possible after the tax year ends, but there is no specific deadline.

Q: What if I receive a corrected Form W-2 or Form 1099-R after filing Form 4852?
A: If you receive a corrected form, you should file an amended tax return using Form 1040-X to reflect the accurate information.

Q: Can I use Form 4852 to report income from sources other than wages or retirement distributions?
A: No, Form 4852 is specifically for reporting substitute wages or retirement distributions.