Why do you only have the EDIT and DELETE buttons when entering 1099 forms ? What about an INSERT button ? It would make life much easier to keep entries in order.

Forum|Forum|7 years ago
June 3, 2019
2 replies
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It is difficult to keep the return organized if you cannot insert an entry in a specific place rather than just ADDING at the bottom of the existing entries. When the return is imported from the previous year, there could be accounts and 1099 forms that need to be added in a specific order. Adding at the bottom of the list instead of the logical place makes the return messy and difficult to correct when needed. I'm trying to keep the stuff in alphabetical order.

TurboTax Free Edition Online

Best answer by Critter

Since you must be using the downloaded version let me educate you on a common tool called "column sorting" which is available on most summary screens ... just add all the forms you need in that section and then "sort" that column.

CritterAnswer

Level 15

Critter

Level 15

Why do you really need to sort after every entry ? I have never had such a need. And is clicking the sort function really so hard ?

Jim-USAF-Medic

Level 2

As you complete the data entry ... if you do not use a 1099 then delete it off the list ... there is no reason to have unused forms in the list to begin with. And the average user only has 10 or less in their list which is very manageable ... if your list goes on for hundreds then you could combine all of the same payers onto one "form line" ... for instance if you have 20 accounts at one bank you could simply make one entry for that bank and enter in just the total. All the separate entries are really more for your benefit since the fed/state only really want/need a total. They also get the 1099 forms so they already know the total thus your return only needs to reflect that total even on the Sch B.

For the past several years I've suggested an alpha sort option for the ONLINE version. Nothing was fixed. I have 27 individual 1099s. Just for the heck of it (wasted my time again) I tried putting them in the alpha order I wanted , ie ascending collating sequence. The appl put it in the order of entry BUT reversed the order. For those not computer literate, that means Stock A entered first, Stock B entered second. The report shows Stock B on top followed by Stock A,. So, I deleted the small amount previously entered, reversed the order and what did it do? It put it in the same order as above. I give up. Not too cool to look at a report where the sort order is exactly backwards.

VolvoGirl

Level 15

What kind of 1099s? Interest and Dividends?

If you are using the desktop version you can go to forms Schedule B and when you're on the list go to menu item Edit and there should be a Sort Table selection.

May 2016 UPDATE
In the Windows Desktop program you can sort the dividends in the interview step by step mode just by clicking the Broker or Payer column heading.

So after you enter each 1099 or after a few you can sort them.

fg2001gfAuthor

Level 5

You can sort them, but they don't stay sorted, when you open TT again you have to sort again, that is silly, why don't they save the file with the sorted entries ?

If you have 100 1099 entries it just becomes a pretty mess.