a way around the duplication is not to transfer data from last year but that creates a serious issue if there is info that needs to be carried over. Even your name won't transfer so literally you're starting from scratch. Also, the import might not be accurate as compared to the actual tax forms issued. say you get a dividend deposited into your brokerage a/c. you can import this from Quicken but Q won't know if it's qualified or not. Nor will Q know if it has been reclassified as a non-taxable return of capital or capital gain dividend. In addition, dividends can be paid after year-end (Q will record as a dividend in the year received) but is taxable in the prior year. Additional issues arise if you have security trades.
