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May I substitute other reports, if the other reports provide the same or similar data as the Annual Fee Statement or Forms C, L, or O?

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May I substitute other reports, if the other reports provide the same or similar data as the Annual Fee Statement or Forms C, L, or O?

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No substitutions are acceptable for the Annual Fee Statement or Forms C or L. Only a few substitutions are acceptable for certain schedules in Form O, as indicated in the instructions.

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