Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc.


Forms and Instructions

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Form 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc.

Related Forms

Form W-2 Wage and Tax Statement (Info Copy Only)
Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements

2013 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2013 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2012 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2012 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

Form 6088 Distributable Benefits From Employee Pension Benefit Plans

Form 8508 Request for Waiver From Filing Information Returns Electronically (Forms W-2, W-2G, 1042-S, 1097-BTC, 1098 Series, 1099 Series, 3921, 3922, 5498 Series, and 8027)

Form 8930 Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments
Instructions for Form 8930, Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments


Publications

Related Publications

Publication 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

Publication 1141 General Rules and Specifications for Substitute Forms W-2 and W-3

Publication 1179 General Rules and Specifications for Substitute Forms 1096, 1098, 1099, 5498, and Certain Other Information Returns

Publication 4333 SEP Retirement Plans for Small Businesses

Publication 5036 Retirement Plan Distributions: Exceptions to 10% Additional Tax

Web Links

IRS.gov Web Site