when i chose 'add investments', it shows me on the next screen a list of financial institutions (to try and import the data for me). so i chose 'enter a different way', then select 'stocks, bonds, mutual funds'.
but on the next screen, there's no option to indicate i don't have the 1099-b. it asked 'Which bank or brokerage is on your 1099‑B?' it's mandatory cos i can't move on from here unless i answer that question.
instead of choosing 'stocks, bonds, mutual funds', can i select 'Other' (land, second homes, personal items) instead? that seems to let me move on without asking for the 1099-b.
i didn't come across the screen with the summary option.
