topic Desktop version: I've entered dividend and interest data for a brokerage account, but I can't get to the selection to enter stock sales data. Where is it? in Investors & landlords

Desktop version: I've entered dividend and interest data for a brokerage account, but I can't get to the selection to enter stock sales data. Where is it?

skmcgee — Sun, 08 Feb 2026 18:22:37 GMT

The 5 boxes that came up originally where you could select interest or dividend or stock sales or etc. will not appear for the accounts where interest and dividend data have been entered.

Re: Desktop version: I've entered dividend and interest data for a brokerage account, but I can't get to the selection to enter stock sales data. Where is it?

SteamTrain — Sun, 08 Feb 2026 21:45:19 GMT

@skmcgee

When you get the page that shows all the stuff you've already entered.

1) ..scroll to the bottom and hit the blue "Add Investments"

2) Skip the import

3) Next page has the boxes to select what investment type/Form you need to enter

Re: Desktop version: I've entered dividend and interest data for a brokerage account, but I can't get to the selection to enter stock sales data. Where is it?

skmcgee — Sun, 08 Feb 2026 22:20:02 GMT

Thank you for the reply. The problem with that solution is it will let you add a new account, but not add to the already created account. Example: I already entered interest and dividend data for Schwab Acct #1. "Add investments" let's you create a new account (and it appears you can even name it the same name) and the stock sales box selection will appear, but you cannot "Add investments" to the existing account.

Re: Desktop version: I've entered dividend and interest data for a brokerage account, but I can't get to the selection to enter stock sales data. Where is it?

SteamTrain — Sun, 08 Feb 2026 23:51:29 GMT

@skmcgee

..............ehhhh....I think that's the way you do it, when you add investments manually.

They appear to be somewhat separate, but you can enter your account number during the entry, and as long as you give them the same payer name, they will appear as-if the same account.

Each form has to be entered separately anyhow.

Re: Desktop version: I've entered dividend and interest data for a brokerage account, but I can't get to the selection to enter stock sales data. Where is it?

skmcgee — Mon, 09 Feb 2026 21:45:58 GMT

I suppose you're right. And yes, it can be done, but it's not very convenient. Thanks again for the feedback.