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How to alphabetize list of charities?

How to sort Charity Name in alphabetic order?
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18 Replies
JoannaB2
Expert Alumni

How to alphabetize list of charities?

The Schedule A deduction includes Charitable Contribution.  If you don't itemize your deduction, you can enter $300 as adjustment to income.  The lists of charitable organization may not be automatically alphabetized in Turbo Tax. You have to enter manually in alphabetical order.

srveach49
New Member

How to alphabetize list of charities?

TurboTax should fix this - if you add a charity, it will be entered in analphabetic order because you cannot INSERT a charity in the correct alphabetic order.

Just alphabetize charities automatically, or offer an Alphabetize button.

How to alphabetize list of charities?

I agree -- non alpha list of charities is a big annual drag.

How to alphabetize list of charities?

@bshields 

 

If using the Desktop software, one can just click on the table heading labelled "Charity Name" , and the whole list gets alphabetized while in that interview section.  It isn't permanent though, so once you exit, they get scrambled again....but a simple one-click the next time you get into the charity section, does it again.

 

I seem to recall that Online used to do similar, but unfortunately no longer.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

How to alphabetize list of charities?

The TT  sister program IT'S DEDUCTIBLE can be used during the year and the annual info imported into the program ... the list of charities can be sorted in that program.   https://itsdeductibleonline.intuit.com/

 

Also, in the program,  all your cash donations can simply be entered as ONE amount using the word VARIOUS and skip all the individual entries.  The IRS only gets the one total amount on the Sch A ... the worksheet with the breakdown is only for your records and you already have the receipts in case you are ever audited that is what the IRS would want to see not the worksheet. 

 

 

How to alphabetize list of charities?

Clicking on the table heading "Charity Name" does not work.  It is not a live field, not a sortable column.  This is a huge pain every year for those who have dozens of charitable contributions.

How to alphabetize list of charities?

The TT  sister program IT'S DEDUCTIBLE can be used during the year and the annual info imported into the program ... the list of charities can be sorted in that program.   https://itsdeductibleonline.intuit.com/

 

Also, in the program,  all your cash donations can simply be entered as ONE amount using the word VARIOUS and skip all the individual entries.  The IRS only gets the one total amount on the Sch A ... the worksheet with the breakdown is only for your records and you already have the receipts in case you are ever audited that is what the IRS would want to see not the worksheet. 

How to alphabetize list of charities?

@tehannah 

 

IF you look at my post again, I did specify the "Desktop" software, where clicking on the Charity Name header still works to sort alphabetically.

 

Online software...Nope.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

How to alphabetize list of charities?

Wow, it works! This is a big help. It would be nice if it was noted on the screen how to alphabetize charities.

How to alphabetize list of charities?

Others have had success on some desktop versions, but I am here to tell you that in my Premier desktop version for 2021 running on Mac, the columns are not sortable.  It is not possible to click on the Charity Name header as you suggest and sort the entries by alpha, even momentarily.  Perhaps TT needs to figure out why it works on some versions and not on others, and make it consistent?

How to alphabetize list of charities?

@tehannah 

 

More likely it's  a Windows vs MAC thing.

....i.e. the MAC programmers didn't design their software the same way to allow that to be done.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
yerolpal
New Member

How to alphabetize list of charities?

TT Premier for Windows does sort on the Charity Column heading, but as tehannah observes, it goes back to the original un-alphabetized list after each open/entry attempt.  Saving your file does nothing to hold it in the updated sort.  It is a real pain to try and be methodical about data entry and check.  Can't understand why the programmers are not allowed to fix this so it would remain in a sane order on such sort update.  Been waiting for this for 20+ years.  As my generosity has gained steam over the years with a growing list of charities, my enthusiasm for TT has waned. Other variations of TT aren't even tempted.  "As they say in Windows World doublespeak..."It's not a bug.  It's a feature."  

iOne
Level 4

How to alphabetize list of charities?

Windows TurboTax Download: Click the "Charity Name" header for a temporary sort

Mac TurboTax Download: Out of luck

TurboTax Online: Out of luck

TurboTax It's Deductible:
https://itsdeductibleonline.intuit.com/
Click the "Charity Name" header and/or the "State" header

 

It's Deductible is even more crufty than TT Desktop, be warned -- kind of looks like the last minor update was in 2006.  And you can't export charity names from TT Desktop, or enter the Charity's EIN (except as a comment in the name).

 

See a large thread on this topic at https://ttlc.intuit.com/community/tax-credits-deductions/discussion/re-how-can-i-alphabetize-the-lis...

How to alphabetize list of charities?

Yeah, TT desktop mac - this is stupid.  Intuit just rakes in profit, delivers minimal value.  So many things that just work badly.

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