Set up and add a preparer-defined tax election

Preparer defined tax elections are custom elections you create within the open return.
To add a preparer-defined tax election:
  1. Go to
    Organizer
    .
  2. Select
    Federal Tax Elections
    .
  3. Select
    Preparer Defined Elections
    .
  4. Select
    Add new Preparer Defined Elections
    .

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