Investors & landlords
After you choose 'Add Investments' at the bottom of the investment page, choose 'Skip Import'.
Then you should get a page with icons for investment types. Click on 'Stocks, Bonds, Mutual Funds' and Continue.
On the next page, you enter your Brokerage Name (account number/EIN optional).
Then there's a few questions about employee stock, number of sales, did you buy?
Next page, 'Choose how you want to enter your sales', click on 'Sales Section Totals'. Continue past the next screen.
Then you'll get a page of entry boxes to choose the Sales Category and enter the totals for Proceeds/Cost Basis for that category.
