Your software could not import my tax records from Schwab directly and never returned an error message. The entire process was not clean. I had to Delete Schwab, re-add them, then add my forms via upload, and even then, I had corrections to make.
Getting the 1099R distribution acceptable for the filings was a struggle. Eventually I was able to fill in the correct space. No Mark in box, Yes Checked, No Checked. It was a frustrating process to understand. My husband received his RMD from 2 different accounts and I had a difficult time knowing if to add total distribution to put as RMD or to put only amount for that account.