@aircraft ace wrote:
Also, when I log into Schwab, it does NOT tell me to update my ID.
No point in discussing this further since TurboTax is checking the login ID in accordance to Schwab's published rules.
Ask Schwab - it's their rules.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
