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Level 1
posted Mar 29, 2019 6:34:40 PM

Any Way to Re-order Interest /Dividend Income Entries?

Every year I have lists of interest and dividend payers which need to be included in my taxes; some carry over from previous years, some are new.  I like to group them for my own purposes, either alphabetically or according to some other identifier, but that often means I need to rearrange them.  Other than retyping the list, is there some "drag-and-drop" method - such as with an iPad's bookmark list - I can utilize to accomplish this in TurboTax? - Regards, Mark

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1 Best answer
Level 15
Mar 29, 2019 7:24:06 PM

Are you using the Online web version or the Desktop CD/Download program?

 

in the Desktop program you can try sorting.  

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.

 

Seems to only let you sort the Interest table and not the Dividend listing.

 

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.

2 Replies
Level 15
Mar 29, 2019 7:24:06 PM

Are you using the Online web version or the Desktop CD/Download program?

 

in the Desktop program you can try sorting.  

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.

 

Seems to only let you sort the Interest table and not the Dividend listing.

 

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.

Level 1
Mar 30, 2019 1:15:33 PM

I am using the Desktop CD version of TurboTax.  Although the sort is apparently only alphabetical, it should solve this particular problem.  If I get really **bleep**, I think I can develop a workaround, now that I know there is a sort and insert/delete function for tables built into "Forms."  Thank you very much.