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Generate Form 4852 when filing electronically

If you have Form 4852 (a substitute for Form W-2 or Form 1099-R), you can still e-file the return if you have the employer or payer's EIN and address.
Follow these steps to generate Form 4852 when filing electronically.
  1. Open the return to file electronically.
  2. Enter the following information on the
    W2
     screen in the Income folder, or the
    1099R
     screen in the Retirement folder:
    1. Enter the EIN.
    2. Enter
      N
       (Non-standard) in the
      Standard/Non-standard W-2
       field.
    3. Complete the
      Form 4852 determination...
       and
      Form 4852 efforts to obtain...
       fields.
    4. Enter the employer or payer addresses.
  3. File the return electronically.
Form 4852 isn't included in the electronic file. Instead, the ERO needs to retain Form 4852 in the same way as for Form W-2 and 1099-R. Refer to IRS Publication 1345 for more information regarding IRS electronic filing requirements for Form 4852.

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