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How to see additional information for all items of interest/dividends/whatever, such as who each item belongs to, all in one place?

Forum|Forum|6 years ago
April 11, 2019
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I'm using TurboTax 2018 Premier Desktop. I want to be able to view a list of all items of Interest Income, or Dividends, or 1099 entries, or whatever, without having to click on each item one at a time, and see information that's not included in the main list. For example, I can go to Federal Taxes, Wages & Income, Interest on 1099-INT, Update, and it shows all the items in a list with the columns Received From, Interest, Tax-Exempt Interest, and US Treasury Interest. But it doesn't, for example, have a column showing who the interest belongs to. For that information, I have to click on the Edit button for each item in the list, one at a time, then click the Back button, and click the Edit button for the next item in the list. It's quite inconvenient.

Is there a way to add additional columns to the main list, such as who the interest belongs to, or is there a worksheet or report somewhere that lists all the additional information in one place? It's quite inconvenient to have to click on each item in all these lists one at a time in order to see more information. Thanks.

Best answer by Anonymous_

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A

Anonymous_

@ItzRav wrote:
Is there a way to add additional columns to the main list, such as who the interest belongs to, or is there a worksheet or report somewhere that lists all the additional information in one place?

No, there is no way to add columns to that main list; it is hard coded. You can, however, enter Forms Mode (click the icon in the upper right side of the screen) and click on each tax reporting form. That might be slightly more convenient, although not exactly what you would like to see displayed.

ItzRavAuthor

Thanks for your reply. I thought of that, and I did look through the forms and worksheets there, and also searched in the "Open Form" dialog with the word Int and Interest. The only thing I found that contains interest, for example, is Schedule B, and that form doesn't show additional information such as who each item belongs to. I still have to click on each item there one at a time. Do you know of a specific form or worksheet that does? Thanks.