I am not able to download 1099 from Schwab, TDAmeritrade, and UBS.
I put in the the account number and the 11 digit document number and get the same message:
Following fields have limits
Document ID (top of your tax form, no spaces .....
I verified I'm only put in the 11 digits on the 1099s.
Why is it not working?
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
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