In importing Quicken data to TurboTax I noticed that instead of bringing my income in as one entry it was using two. I traced this back to the fact that in some cases I used the form created with the paycheck creation option and in other cases where the amount hadn't matched directly I had entered the paycheck as a simple split.
It appears that Quicken treats the paycheck form as another "copy" of each category so that, for instance, all of the income entered on the form was summed and the ones entered as splits were summed and there were two possible import options in TurboTax.
I had previously setup a separate class for each of my children so that when they received income there would be a separate tax form copy. This seems to work correctly i.e. each class generates its own copy of each form.
On further investigation I found yet another interesting development. In the Tax Schedule Report there were two Medical items labeled with a [5] copy number. Each of these transactions were transactions with Spits where the Payee was "Deposit". I copied and repasted the transactions but it still occurred. Interestingly enough if I changed the Payee to "DepositX" or "Deposits" the categorization of the [5] copy number disappeared.
Anyone else see a similar behavior or could shed light on how Quicken is truly using the copy number attribute.
Thanks in advance for any help.
Ron