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steinerre2020
Returning Member

Charitable deductions list

 

How can I sort the "Your charities and donations" list in TurboTax Premier desktop version?

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7 Replies
CatinaT1
Employee Tax Expert

Charitable deductions list

Currently there is no built-in feature to automatically alphabetize a list of charities in TurboTax Online or within the "Step-by-Step" interview mode of TurboTax Desktop. 

 

In TurboTax Desktop 2025, there is a technical workaround using Forms Mode to sort your data.

 

Here's how:

  1. Select the Forms icon in the upper-right corner of your screen.
  2. In the list of forms on the left, locate and select the Charitable Contributions Worksheet (or the Schedule A Worksheet section for donations).
  3. Click on any line within the table where your charities are listed.
  4. Go to the Edit menu at the top of your program.
  5. Select Sort Table.
  6. A dialog box will appear; choose to sort by Charity Name in Ascending order.
  7. Click OK. This will reorganize your current list alphabetically.
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steinerre2020
Returning Member

Charitable deductions list

I opened the "Charity Contrib" form and selected a charity, however "Sort Table" was grayed out. Same results for Cash and Non-Cash contributions. Grayed out for Schedule "A" too.

CatinaT1
Employee Tax Expert

Charitable deductions list

I assume you are using desktop and haven't filed already. Have you tried to do this even though it is grayed out? Be sure to click directly into a data field, the edit.

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Johnvs
New Member

Charitable deductions list

Losing a feature that used to exist in previous versions of TurboTax Desktop is a BAD user experience.

Charitable deductions list

The "solution" proposed by TT to sort my charitable contributions list does not work...as another also posted.

I can't even copy and paste the list in its current order.

When I go to the forms list I do not have a charitable contributions worksheet either. I have separate pages for each contribution with all their details. I only want a list of the charity and the amount donated in alphabetical order. Can TT Premier do this? If so, how?

 

steinerre2020
Returning Member

Charitable deductions list

Regrets for not answering your response back in January.

 

Yes - I use the desktop version, and at that time I had not yet filed my return.

     - the individual data fields were also grayed out and not accessible.

 

Now that I have filed my return:

     - the "as filed" forms 8283 are not sorted in any discernible order.

     - the "all records" worksheets are also not sorted in any discernible order either.

JCox50
New Member

Charitable deductions list

RANT warning:

The listing of charities provided by TurboTax form previous years returns has always been random, making it hard to find a given charity to enter. I swap which charities I donate to on an annual basis but maintain a large list. The list includes more than 150 charities. This has not been a problem in previous years using desktop TurboTax because I have always been able to sort the charities and donations, making it much easier to find and update.

** I have to wonder if Intuit's best programmers are now working on AI. 

I made my own work-around, but I should not have to do that.  This reduced functionality makes me wonder - are there other ways in which TurboTax 2025 is now less useful? Can I still trust Intuit?   I won't be using TurboTax next year unless I see a commitment to do better. 

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