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Get your taxes done using TurboTax
Hi Mike-
Thanks for the reply. No, I use the desktop version (I'm not really a fan of the online version, in part because I can't look at the forms directly). So it seems they should reword the questionnaire to ask if I am going to manually enter any forms from the accounts I reported on last year's return (prompting the program to generate blanks for me to fill in), or whether I plan to import the forms from the bank again (so that the program knows NOT to generate duplicate forms). So currently, if I plan to import forms directly from the banks I should answer "no" to the initial query about whether interest and dividends from last year still apply. I just want to make sure that I don't accidentally lose important information from the prior year's return- it would be helpfully clarifying if they just add a parenthetical telling us it's ok to say no if we plan to import the forms directly from the bank rather than manually entering the forms.