PeteZagai
Level 2
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"To use Form 4852 to prepare a substitute Form 1099-R, you go through the Form 1099-R section itself. Choose to type in the information for the Form 1099-R inst...
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Since so many people (me too) are having this error, I assume that the *Employee Tax Experts* who read this thread have reported the issue and tried to follow u...
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Member rajdsing said, "The solution is to login to Schwab, navigate to services > Security Center > Enable Third Party Access".That might be a solution for some...
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In my reply above I should have answered this very important question:"Have you allowed 3rd party access to your Schwab account in your Schwab profile?"In my ca...
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I can no longer easily check, because I filed already. (I slogged and typed my Schwab stuff because of this bug.) But I'd like to emphasize, as I did in my post...
Activity Feed for PeteZagai
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". March 7, 2022 1:53 PM
- Posted Re: In your open return (TurboTax Deluxe Windows) switch to f... on Retirement tax questions. May 15, 2021 8:14 AM
- Posted Re: Charles Schwab import error -"select at least one account to link" on Get your taxes done using TurboTax. May 15, 2021 6:30 AM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". February 14, 2021 11:20 AM
- Posted Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requ... on Get your taxes done using TurboTax. July 14, 2020 10:24 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requ.... July 11, 2020 1:42 PM
- Posted Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requ... on Get your taxes done using TurboTax. July 1, 2020 11:24 PM
- Posted Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requ... on Get your taxes done using TurboTax. July 1, 2020 11:16 PM
- Cheered Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements" for fanfare. July 1, 2020 11:03 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 5:19 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 5:19 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 5:19 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 4:35 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 4:35 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 4:08 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 1:54 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 12:18 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 12:18 PM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 10:28 AM
- Got Cheered for Re: Unable to import from Charles Schwab, says "the entered value does not meet the login id requirements". June 14, 2020 10:28 AM