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Posted

How do you process the substitute W2? Do you fill it out and then fill out the W2 form in the software? I filled out the 4852 but it just does not flow to the 1040. Am I missing a check box or something that moves it over to the 1040?

Can I efile the return with a substitute w2? I think in the past we had to do the 8453 and mail it in with the 4852 attached. Is that the rule?

Thanks for your help (as I go searching for my Pub 1345).

Tom

Lodi, CA

Posted

OK - Duh.

Had I read the red instructions at the top of the form, it clearly says to input on the W2 form.

Called the IRS e-file helpline. You can e-file with a substitute W2. No mailing of 8453 either.

Sweet.

Tom

Lodi, CA

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