-
Form 4852
Has anyone filled out a 4852 for a 1099-R if so could you shed some light on what needs to be filled out an is that accompanied with a 1040 X if already filed in past years?
Also 2022 is the furthest we can go back correct?
4 Comments-
This is addressed in a few of the videos in the course. I believe the CTC Method and in the Live Q&A.
-
@coker80hotmail-com I went through them twice I must be missing it I’ll have to check it again. Thanks
-
-
You can go back three years to file amended returns. For 2022, the cutoff for filing an amended return would be 4/15/26.
Did you see scroll down to the other videos about filling out the 4852 when you are in the “The Cracking the Code Method” lesson? There is one that explains the how to fill out the 4852…I see what you are looking for now. I would think it’s zeros across the board other than the taxes that withheld.
The safe bet would be to schedule a 30min call with the team to ensure accuracy the first go-around.
-
Thank you, I will go back through it again. Appreciate your response
-
