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TurboTax 2023 incorrectly imports 1099-B from Schwab- Looks like it's is due to Ampersand &&
If the ampersand ("&") is in the company name (e.g. AT&T, S&P 500), then TurboTax 2023 incorrectly truncates the Description in the Investment Income Section.
Example:
Description from Schwab 1099-B = "100.00 SPDR S&P 500 ETF"
Description after TurboTax 2023 Import = "P500 ETF"
Workaround is to manually fix these descriptions.
March 2, 2024
8:17 PM