While the TaxACT program does not contain Form 4852, you can still use the program to file your return. Unfortunately, as the IRS does not allow e-filing of Form 4852, a paper return must be mailed to the IRS. Print your return through TaxACT, then attach a copy of Form 4852 with the return before mailing.

Please visit the IRS web site to print a copy of Form 4852.

To enter the information from the manually completed Form 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. into your return:

Substitute Form W-2:

  1. From within your TaxACT return (Online or Desktop), click on the Federal Q&A tab
  2. Click Wages and Salaries to expand the section and then click Wage income reported on Form W-2
  3. Click Add to create a new copy of the form or click Review to review a form already created
  4. The program will proceed with the interview questions for you to enter or review the appropriate information

 

Substitute Form 1099-R:

  1. From within your TaxACT return (Online or Desktop), click on the Federal Q&A tab
  2. Click Retirement Plan Income to expand the section and then click IRA, 401(k) and Pension Plan Distributions - Form 1099-R
  3. Click Add to create a new copy of the form or click Review to review a form already created
  4. The program will proceed with the interview questions for you to enter or review the appropriate information

 

Once the information regarding the substitute form is entered in the program, and the remainder of the return is complete, print and mail the return attaching a copy of the manually completed Form 4852 with the return.

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