Retirement tax questions

Here's how to alphabetize your list of 1099-INTs:

  • After entering the 3rd 1099-INT in the usual fashion, switch to Forms Mode.
  • In the left column list of forms choose to display the Schedule B.
  • On the Schedule B the first Smart Worksheet should show the 3 form 1099-INTs.
  • Click on one of them merely to highlight it.  The field will turn blue.
  • Then go the top menubar and click on EDIT.
  • In the dropdown menu choose SORT TABLE.
  • That should put them in alphabetical order.

View solution in original post