Where do I enter a substitute for Form W-2 or 1099R?
To complete a substitute for forms W-2 or 1099R:
- Complete the W2 or 1099 screen in data entry.
- On the W2 or 1099 screen, locate the record number for the screen. It's located on left side of the bar at the very bottom of the screen. In this W-2 example, the screen is record 1 of 1:
Form 4852 cannot be e-filed if the EIN is missing from the W2. You must paper file it. Completion of screen 4852 will not eliminate error 0122, which prevents e-filing.
- Open the 4852 screen (Other Forms tab). Enter the record number of the W-2 or 1099 to which the 4852 applies in the appropriate field that asks To which Form W-2 does this information apply? or To which Form 1099 does this information apply? This entry links the 4852 to the W2 or 1099 screen with the information to be substituted.
- Complete screen 4852 by answering the two questions about how the amounts entered on the W2 or 1099 were determined, and what efforts were made to obtain the forms.