Skip to main content
April 15, 2025
Question

FORM 4852 (substitute for Form 1099-R), where is Form IT 1099-R?

  • April 15, 2025
  • 1 reply
  • 0 views

I am a retiree from the United Nations, we do no have Form 1099-R, but instead we have a "Statement of Benefits" showing the total pension received in 2024. 

I have to use Form 4852 (substitute for Form 1099-R in TurboTax), but how do I Link Form 4852 to Form 1099-R for the NYS?

 

1 reply

fanfare
April 15, 2025

When you are making up your 1099-R substitute, you enter the amounts for your state of residence also Box 14-16.

 

@Sunshine012