How can I put the investments on my 1099 Div page in alphabetical order by broker or payer?

posted

Since you are using the CD/Download Desktop TurboTax software, you can sort the list of dividend payers alphabetically in forms mode by following these steps:

Open your return
Click "Forms" in the upper right hand of your screen to bring up Forms Mode
From the left menu, click Schedule B to open it
Click any entry in the Dividend Income Smart Worksheet section of your Schedule B
Click the "Edit" dropdown menu from the top left of your screen
Select "Sort Table"

I just tried this out and it worked, so if you have any issues, comment below so that I can assist you further.