G-day
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Get your taxes done using TurboTax

I also receive a UK Pension and read the advice to create a Substitute 1099R. The next issue is that TurboTax has a 'Nonstandard or Substitute Form 1099R Smart Worksheet', which when I elect to treat the 1099R as a Substitute tells me to check a box to generate Form 4852. Form 4852 requires me to call the IRS for them to try to obtain the true 1099R. I called the IRS and their Tax legal department agent told me they are not able to discuss foreign income by phone. Any advice how to deal with this? Can i simply not check the box to create Form 4852?