There's a lot to read here but based on the 1099 OID instructions it would appear that moving the OID interest from 1099 INT to the OID form or possibly moving the 1099 OID bond premium to the INT form should handle it. I think that's maybe what you said. I don't know what the Feds would think about that though. The company that processes the tax forms for Schwab should review their work. I think TD Ameritrade did the same thing before Schwab took over. I'd like to find out who handles their tax preparation.
