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Alumni
posted Apr 7, 2024 3:17:58 PM

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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