I'm presented with all of my mutual fund investments from last year, but when I click to update, it forces me to search for the companies and then often can't find them to "suck" the numbers from this year. But if I just hit the BACK button (even before trying to enter the company names), I end up on a page where I can fill in the boxes from my 1099 DIV. Either I'm missing something, or the system has a bug!