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Level 1
April 2, 2026
Question

1099-B Import Bug: Truncated iShares Core S&P Small-Cap ETF name. Import cannot handle ampersands in names

  • April 2, 2026
  • 0 replies
  • 215 views

Used Desktop Version.  Imported data including long term capital gains transactions from my brokerage.  The import changed the name of Ishares Core S&P SMALL-CAP E to P SMALL-CAP E in Form 8949.  Everything before the & character was lost.  This same thing happened to me last year.  I manually edited it to correct it.  TurboTax would not let me enter the ampersand (it gave me an error) so instead I edited in the word and.  Shouldn't TurboTax handle ampersands?  This is commonly used in the names of funds and ETFs.  Would appreciate a fix before next year.  Thank you for reviewing.