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IRS Form 4852

There exist a variety of legal documents serving different purposes. At times, filling them out is not required by law, but they can make a significant contribution in cases when there are doubts and debates. Therefore, it is only necessary to raise your awareness about the right procedures and the documents needed to perform them.

Many US citizens are familiar with Form W-2 one way or another. It is a tax and income statement for reporting wages paid to employees, as well as the taxes that are deducted from these employees. If you have ever worked for somebody else or you do it right now, you might know that W-2 Form is vital when filing taxes. In general, it is designed to summarize your taxes, wage, and benefits.

However, sometimes something can go wrong, and you don’t get the W-2 when you need to discuss, for instance, certain important financial withholds you want to make. So, what should you do if you have not received a W-2 from your employer? You can fill out IRS Form 4852 that is a substitute for W-2, 1099-R, and W-2c Forms.

Who Should Complete 4852 Form And When

There are two main situations when workers need to refer to filling Form 4852 to deal with their tax reporting issues. First of all, taxpayers and their representatives should complete this form if their employer failed to send them a Form W-2 or Form 1099-R. Besides, employers can make some mistakes, and their W-2 and 1099-R Forms will be incorrect and invalid.

Nevertheless, before referring to the self-created W-2 form options, I recommend you ensure that your employer knows about the delay. Contact them and explain your problem. If you receive a little or unhelpful response and you are not satisfied with it, take the next step.

All of your possible questions will likely be answered by IRS consultants through (800) 829-1040 phone number.  If you call this number and you will know exactly what actions you should take next. However, you should be ready to spend some time because the process is automated, and you will likely need to wait for a while. Before making the call to customer service, make sure that you have your SSN and know the personal information about your employer (current address, full name, and phone number). Besides, you should be informed of what amount of money you have earned during the prior year and know the accurate date of your employment.

Use this form as an attachment to the back of your income tax return. It must be located before the papers with schedules and supporting forms.

Other IRS Forms for Individuals

If you are an employee, there is a list of forms you need to have to report financial information to the IRS. Find out more about them.


How to fill out IRS Form 4852

Now when you have general information about why you should design the 4852 Form, I want to show you how to fill the Form out by yourself. This process is quite easy if you get the basic knowledge you might need.

For the record, experts usually recommend keeping a copy of the IRS 4852 Form to protect yourself and the social security benefits of yours. In some cases, for instance, there might be questions about your earnings in one of the previous years, so you should have a copy of this form for the records.

Fill out your personal information

The very first thing you should do is to fill in your personal data in the first 1-3 lines of the 4852 form. In the first field, you need to enter your full name and do it as it is shown on the return. The second field is for filling in your social security number. In the third field, you need to write your current address, including state, city, street, and ZIP code.

step 1 fill out your personal information - filling out an irs form 4852
Complete the information from the W-2 Form

On line four, you can find the space where you should write everything about your W-2 Form of Form 1099-R delay. Firstly, you fill in the tax year for which you have not received your form or when it was incorrect. Then select with what type of form you have a problem.

step 2 complete the information from the w-2 form - filling out an irs form 4852
Fill out your employer’s personal data

The fifth line is devoted to the information about your employer. Complete the space providing their full name, current address, and ZIP code as it was in section 1 when you were filling fields about yourself.

Also, if you have this information, you can write your employer’s TIN in the sixth space. If you have been working for this employer for several years, you can find their EIN on one of the old tax forms and use it for completing the 4852 form.

step 3 fill out your employer’s personal data - filling out an irs form 4852
Fill out the W-2 Form information

Here is the place where you should write accurate information from a Form W-2 or your final pay stub if you don’t have any. There are nine paragraphs in total, marked with the letters a-i, where you are supposed to provide the following details:

  • Your Total income including all types of compensations, wages, etc.
  • Your social security wages and the total amount of social security tips
  • Medicare tips and wages
  • Federal income taxes deducted from you
  • Info about the state income taxes deducted from your wages. Don’t forget to indicate the state
  • Specification of local income tax deducted from you
  • Social security tax deduction
  • Medicare tax deduction

step 4 fill out the w-2 form information - filling out an irs form 4852
Write the 1099-R Form information

Section number 8 should include the correct information from your Form 1099-R. Here you need to fill out the complete data about distributions from your retirement, pensions, annuities, etc. This part consists of 10 paragraphs in total, marked with the letters a-j, and you are supposed to fill all of the fields here.

Thus, your aim is to provide complete information about a gross distribution you received for a year as well as the taxable amount of distribution. If you cannot identify the latter, you should mark the box in section 8c. The line 8d also consists of a box that you should mark if your gross distribution equals the total one. Then, add your capital gain, Federal, State, and Local income tax withheld. Each of the last two sections needs specifications of locations such as the name of the state and locality. Fill out the amount of your investment if you made one. And finally, enter your distribution code (use a comma if you have more than one).

step 5 write the 1099-r form information - filling out an irs form 4852
Determine the amounts of money you mentioned in Sections 7 and 8

Explain what sources you used to evaluate the amounts in the two previous sections. There are several of the most common options to use. For instance, if you referred to the pay stubs or a statement reporting your distribution, you have to mention these documents in field 9.

step 6 determine the amounts of money you mentioned in sections 7 and 8 - filling out an irs form 4852
Indicate your way to obtain the W-2, Form 1099-R, etc.

In this section, you need to describe your actions to attempt to get any of these essential Forms from the employer. Mention your communication with the payer, your contacts with IRS customer service, and other relevant information.

step 7 indicate your way to obtain the w-2, form 1099-r, etc. - filling out an irs form 4852
To embrace simplicity and accuracy while filling out the aforementioned form or any other legal document, use the form-building software we provide on our web page.

Punishments

Some individuals attempt to use the 4852 form to avoid their federal tax liability. You should be informed that any of these mistakes or frauds entail penalties in the form of various fines. Thus, if your 4852 form contains accuracy-problems, you have to pay a fine equal to one-fifth of the total amount of taxes. Individuals who attempt to commit civil fraud by means of Form 4852 are obliged to pay a fine equal to three-fourth of the total amount of taxes. Besides, there is a special penalty for completing a frivolous return or submitting it in the amount of 5 thousand dollars.