This is a substitute form used when a taxpayer is unable to obtain or has received an incorrect Form W-2 or Form 1099-R. It is attached to tax returns such as Form 1040, 1040A, 1040-EZ, or 1040X. The form requires the taxpayer to provide estimates of wages, tips, other compensation, and taxes withheld, as well as distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc. The form also asks for an explanation of efforts made to obtain the original forms.
documents/EFTA01222720.pdf
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