The workaround of restarting the TTax Program without going into the Guided steps for income seems to have resolved the Income import issue for me. When I selected to do the Income sections one by one (unguided) and imported the broker dividends. it suddenly accepted my Schwab credentials and asked me to select which accounts to import after connecting to Schwab.
Once that was done, the import went as designed and let me specify which accounts should be imported into our 1040 form. Big relief, still feels like software defects need to be fixed, that was a mess and took hours of my time and others on this thread to try every workaround. Painful delays and could have been avoided by proper software testing.
