@VolvoGirl Yes, I do get that screen. And I can input data but that screen is all about data coming off of a 1099-B. Theoretically, the capital gain/loss data could be from a 1099 or not. So, it looks like maybe the confusion is getting to the input screen and then realizing you can use if for 1099 and non- 1099 entries. Note that you do have to put in a Bank/Brokerage name. I've never had to do that in past years--just had to input the stock name, purchase and sale dates, basis, and gain/loss,
