Deductions & credits

Hi DaveF1006,

I appreciate your responses.

On 3, I was a little surprised as TT had never asked me to change the gross annual income figure before.

When I chose to file a "substitute" 1099-R , there are many fields that I am asked to fill in although I don't have a 1099-R.  I can't dream up figures for boxes that aren't there as I don't have a 1099-R form.  Embedding an "example" screen below.   For instance, "Capital gain" is not even relevant as this is a pension that I have paid foreign taxes on.   "Total distribution" is not relevant either as I am not closing out an account and going forward I am paid a pension every month. So, what is your advice?  

Thanks!

JJ