"The first screen asks is you sold Stock, Mutual Funds, Bonds, or you click on Other."
"Here you want to click on Other, since you did not receive a 1099-B for this sale. Then you can add the information you have about the sale."
I did not find "Other." So I stumbled around. If I chose "no form 1099B", I end up with an entry that says "No Financial Institution. See attached statement."
But if I chose to enter the REIT's name as a Financial Institution, then I get a labeled entry with name & Acct #.
About that attached statement: I need to submit a copy of my 1099-B it says. But I have a 1099-DIV and a memo from my investment advisor with a cost basis. The IRS will receive the 1099-DIV so why would I have to send it again?
