Hi @ready3, I found a workaround. If you open your tax return, click on "Forms" at the top. Then click on "Open Form" and search for "Form 1099-B Worksheet" and select Open. Then it will give you an option of opening an existing form or "Enter Name of Broker". Select the second option and put in the name of the financial firm for your new investment. I noticed that it only allowed me to type in one character in the box, but that's okay, because after you open it, there is a line in the form called "Name of reporting financial institution". Fill in the full name there. Then you have the choice to go back to "EasyStep" to find the investment in the Personal Income>Investment Income Section. Alternatively, you can just fill in the form directly like I did.
