When to use Form 4852, Substitute for Form W-2 or 1099-R, and how to complete the form in Simple Tax 1040

When to use Form 4852, Substitute for Form W-2 or 1099-R, and how to complete the form in Simple Tax 1040

 SUMMARY

This article provides demonstrates when to use Form 4852, Substitute for Form W-2 or 1099-R, and how to complete the form in Simple Tax 1040.

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Before using Form 4852

Form 4852 is only to be used as a substitute after you’ve exhausted all other means of obtaining Form W-2 or 1099-R. Form 4852 is generally not filed before April 15; however you should call the IRS at (800) 829-1040 if you have not received Form W-2 or Form 1099-R by February 15.

To complete Form 4852 in Simple Tax 1040, follow these steps:

  • Click Add Form on the tax return toolbar.

  • In the Enter Schedule/Form Number box, type 4852. When you see FRM 4852 in the list, double-click it and Simple Tax 1040 adds the form to the return.

  • On Line 4, select either the Form W-2 or Form 1099R check box, depending on which form the Form 4852 is being filed as a substitute for.

  • In Line 5, type the employer or payer information.

  • If completing for Form W-2, enter the information on Line 7 of Form 4852. If completing for Form 1099-R, enter the information onLine 8 of Form 4852.

  • On Line 9, type the method used to determine the amounts entered on Line 7 or 8 of Form 4852.

  • On Line 10, type an explanation of what efforts were taken to obtain Form W-2 or 1099R.

  • Click Add Form on the tax return toolbar.

  • Depending on which form was not received, either double-click FRM W-2 or double-click FRM 1099-R.

  • Complete Form W-2 or Form 1099-R using the information from Form 4852.

  •  If you completed Form W-2, type N in the Standard/Non-Standard W-2 box. If you completed Form 1099-R, type N in the Standard/Non box.

Important 

  • Be sure to keep a signed copy of Form 4852 for your records.
  • If you file the affected tax return by mail, include Form 4852 instead of the non-standard W-2 or 1099-R.
  • Although the EIN is not required for Form 4852, it is required in order to e-file the tax return. If the EIN cannot be obtained the return must be paper filed.

by Jai Ramirez

How to delete a form or worksheet

How to delete a form or worksheet
 SUMMARY

This article demonstrates how to delete a form and all the supporting forms and worksheets associated with that form in Simple Tax 1040.

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To delete a form or worksheet in Simple Tax 1040, follow these steps:

  • In the Attached Forms pane, right-click the form or worksheet you want to delete and then click Remove Form.

  • When the Delete Form dialog appears, click OK to delete the form.

Note: Some forms have dependent forms associated with them. When you delete one of those forms, Simple Tax 1040 also deletes the associated forms.

by Jai Ramirez

“Form Imported or Not Supported” error when printing

“Form Imported or Not Supported” error when printing

Simple Tax 1040 does not support printing this form.

Workaround:  You can workaround this issue if you press F8 while in the form.

by Jai Ramirez