Personal
Form 4852: Substitute for Form W-2 or Form 1099-R
Used to file your return when your employer or payer doesn't send a W-2 or 1099-R or sends an incorrect one. You estimate wages and withholding from pay stubs.
Rev. September 2020
Source: Internal Revenue Service (IRS)
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Instructions for filling out Form 4852: Substitute for Form W-2 or Form 1099-R
This template is used for official filing and documentation. Below are detailed instructions for completing, requirement details, and submission rules.
Who needs to fill out this document?
This form is designed for use by legal entities, individuals, or authorized representatives in the following cases:
- Employees who never received a W-2.
- Workers whose employer closed or won't correct a W-2.
- Retirees missing a 1099-R.
What you will need before starting
Before filling out the interactive form, prepare the following details and documents:
1. Employer or payer detailsName, address and EIN if known.
2. Pay recordsFinal pay stub or bank deposits for the year.
3. Withholding amountsFederal, state, Social Security and Medicare taxes withheld.
4. Efforts to get the formDescription of how you tried to get the W-2 or 1099-R.
Step-by-step filling process
- Contact the employer first: Request the missing or corrected form.
- Contact the IRS: If it still hasn't arrived by the end of February.
- Complete Form 4852: Estimate wages and withholding and explain how you calculated them.
- Attach to your return: File by the due date; amend later if the real form arrives with different amounts.
Frequently Asked Questions (FAQ)
Can I e-file with Form 4852?
Many tax software programs support it.
Will this delay my refund?
It may, since the IRS may need to verify income.
What if the real W-2 arrives later?
If the amounts differ, file Form 1040-X.
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