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.
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.
Thanks for the tip. It helps, but it is not putting the entries in the order I need, I think there should be also an insert button, or a way to move the entries up and down in the list.
Doubt that will ever be a feature so keeping the sorting function in mind be aware of how you enter the payer's name so it will sort accordingly.
The sort function helps, but why do I have to sort it again each time ? It could keep the sorted order when saving the file so that you don't have to sort it again and again.
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 ?
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.
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.
1099-INT, that's where there are many, as for the 1099-DIV, I just have a few and that makes things easier.
Just because you did not have the need, it simply means that your Tax return is way simple, if you have many entries imported from the previous year and things are changed you would see right away why it is needed.
Just adding at the bottom of the list doesn't cut it.
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.
Did you enter the 1099's in the Supporting Details box? The sort order is alphabetical and maintains the order after using the Sort function.
If using the desktop editions on a form or schedule with a Smart Worksheet you can use Sort Table (Click on Edit>Sort Table)
Your replies are quite useless.
I wish you could see how long it takes to edit a 1099-INT entry on the 2019 Desktop Turbo Tax.
It is completely unacceptable and ridiculous. What happened to the serious programmers that were working on Turbo Tax years ago ? Did Intuit fire them all and hire cheap labor ?
Where is the "Supporting Details box" for the online version? I entered the additional 1099s using the wait for it......... "Add another 1099 DIV".