Guide to Form 4852: Filling Tax Gaps Without W-2 or 1099-R – BookkeeperLive

Form 4852 can be a lifesaver for taxpayers who are missing a crucial piece of their tax puzzle: a W-2 or 1099-R form. But navigating this form can be confusing. Let’s check the most common questions people have about Form 4852:

When to File Form 4852?
Absolutely Necessary? Don’t rush to fill out this form. It’s only for situations where you haven’t received a W-2 or 1099-R by mid-February, or if the one you received has errors and you can’t get a corrected copy from the issuer (your employer, bank, etc.).