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

Owned by Sigma Tax Pro
Last updated: Feb 14, 2024
1 min read

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

  • Name the Custom Credit

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

  • Select Continue to save