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How to Add Custom Credits in 1040-SR (Web-Based) in TaxSlayer
How to Add Custom Credits in 1040-SR (Web-Based) in TaxSlayer
Angelica Acebes avatar
Written by Angelica Acebes
Updated over 2 weeks ago

Adding custom credits in 1040-SR can help with reporting or serve as reminders. Follow these simple steps to add a custom credit:

  1. Go to Configuration: From the Main Menu, select Configuration > Custom Credit.

  2. Select Custom Credit: Click Select next to Custom Credit.

  3. Add a New Credit: Choose +Add Custom Credit.

  4. Name the Credit: Enter a name for the custom credit.

  5. Set as Required (Optional): If this credit must be completed before filing, check the Required box.

  6. 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.

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