1040-SR (Web-based) | How to Add Custom Credit(s)

Custom credits may be added for reporting purposes, or as reminders for yourself. To add one, please follow the steps below:

1. From the Main Menu, go to Configuration > Custom Credit

• Click Select next to Custom Credit

• Select +Add Custom Credit

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• Name the Custom Credit

• Determine if the credit is required before completing the return. If required, check the Required box.

• Select Continue to save