Generating Form 4852 when filing electronically (1040)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

To have UltraTax CS generate Form 4852 (a substitute for Form W-2 or Form 1099-R) when filing electronically, do the following:

  1. Open the return that will be filed electronically.
  2. Do one of the following:

    • To substitute for Form W-2, enter N (Non-standard) in the Standard/Non-standard W-2 field in Screen W2, located in the Income folder, and then enter the methods and efforts to obtain the W-2 in the statement dialogs for the Form 4852 ... fields.
    • To substitute for Form 1099-R, enter N (Non-standard) in the Standard/Non-standard field in Screen 1099R in the Retirement folder, and then enter the methods and efforts to obtain the 1099-R in the statement dialogs for the Form 4852 ... fields.
  3. File the return electronically.

Form 4852 is not included in the electronic file. Instead, the ERO must retain Form 4852 in the same manner as required for Form W-2 and 1099-R. Refer to IRS Publication 1345 for more information regarding IRS electronic filing requirements for Form 4852.

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