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How to answer questionnaire about importing without creating duplicate forms or losing information from prior years
When I started the desktop Home and Business 2022 return, I imported last year's information from the online file. When I start the questionnaire for business income and expenses, it shows me a list of "the income you reported in last year's return" and under Interest & Dividends lists the a half dozen 1099-INTs and 1099-DIVs from my assorted investment accounts. I plan to import all the forms from the banks websites as I do each year, but I have found in previous years when I answer this question "yes" I end up with some blank duplicate forms for some of my accounts. I think it makes a blank form for me to enter the information from my paper form, but doesn't substitute in the imported form for that account from the bank website, so I have to eventually delete the form to submit the taxes. Should I answer this question "no" to avoid generating the blank forms, with the assumption that everything will be correctly imported when I pull the data from the bank websites? My concern is that I don't know if TT embeds any data from previous years' returns in these forms- ie, some carryover calculations that might be lost if I don't answer "yes" to this question and the program doesn't pull through the forms from the previous year. So should I answer yes, or no?