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Fom 4852 (Rev. September 2018) Deparbnent of the Treasury Internal Revenue Semite 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. ► Attach to Form 1040 or 1040X. ► Go to www.irs.gov/Form4852 for the latest information. OMB No. 1545-0074 1 Narne(s) shown on return 3 Address 2 Your social security number 4 Enter year in space provided and check one box. For the tax year ending December 31, I have been unable to obtain (or have received an incorrect) K Form W-2 OR K Form 1099-R. I have notified the IRS of this fact. The amounts shown on line 7 or line 8 are my best estimates for all wages or payments made to me and tax withheld by my employer or payer named on line 5. 5 Employer's or payer's name, address, and ZIP code 6 Employer's or payers TIN (if known) 7 Form W-2. Enter wages, tips, other compensation, and taxes withheld. a Wages, tips, and other compensation f State income tax withheld b Social security wages . (Name of state) . c Medicare wages and tips g Local income tax withheld d Social security tips (Name of locality) e Federal income tax withheld h Social security tax withheld i Medicare tax withheld 8 Form 1099-R. Enter distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc. a Gross distribution b Taxable amount c Taxable amount not determined d Total distribution e Capital gain (included in line 8b) K f Federal income tax withheld g State income tax withheld (Name of state) . h Local income tax withheld (Name of locality) i Employee contributions j Distribution codes 9 How did you determine the amounts on lines 7 and 8 above? 10 Explain your efforts to obtain Form W-2, Form 1099-R, or Form W-2c, Corrected Wage and Tax Statement. General Instructions Section references are to the Internal Revenue Code.

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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