AmyC
Expert Alumni

Deductions & credits

Correct. The substitute form is trying to ensure only those that need to use it will. Line 9 of the form asks how you got your numbers. Line 10 asks what you attempted to get the 1099-R. Your answers will be direct and simple. See Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensio... 

 

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