"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...
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...
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...
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...
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...