Adding custom credits in 1040-SR can help with reporting or serve as reminders. Follow these simple steps to add a custom credit:
Go to Configuration: From the Main Menu, select Configuration > Custom Credit.
Select Custom Credit: Click Select next to Custom Credit.
Add a New Credit: Choose +Add Custom Credit.
Name the Credit: Enter a name for the custom credit.
Set as Required (Optional): If this credit must be completed before filing, check the Required box.
Save the Credit: Click Continue to save your changes.
Your custom credit is now added and ready to use! Let us know if you need further assistance.