Investors & landlords

I guess since you're manually entering the 1099-B the post I referenced wouldn't apply (you're not missing much, the import editing on Mac Desktop is similarly frustrating).

 

You're basically going to need to register it as a new Account for each type of form you're inputting.  Here's a tip: Type the name of the brokerage EXACTLY the same as you did for the 1099-DIV.  It will at least nest it into the same group.  I have 5 taxable accounts at Chase and my screen is nearly filled with the long list of forms entered just under that brokerage alone.

 

If you need to, just delete anything that's a "dummy" and start over, or just verify the name is the same so it nests.  This is all we can do with this bloated trying-to-be-an-iPhone type interface that seems to be in use for the foreseeable future.