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Error upon import from Schwab of any company with an "&&"
When I reviewed the latest tax return I discovered that the import incorrectly truncated any company name with an &. In other words, Proctor & Gamble became "Gamble." JP Morgan Chase & Co became "Co." I checked a return filed 226 and it had the same error, but fortunately there was only one sale of "Co." 🙂
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‎April 7, 2024
3:17 PM