imseis
New Member

Get your taxes done using TurboTax

Actually, TurboTax simply did not like the format of my Schwab username.  I changed it and everything worked.  I have had this fairly conventional (no special characters or spaces) username from long ago and maybe the requirements on usernames has changed since that time.  It was a pain in the butt that I was required to do this, however, pretty easy to do.  I had to change it on the Schwab website and viola, it all worked.