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Hi Dianne,
I went back to your 2023 input and opened my 2023 .tax file and think I have a solution/workaround – following your guidance from last year. I was not getting the DMSHE pop up screen question you referenced last year either, but by answering the questions (<2500 etc), those apparently triggered the proper DMSHE form (see screenshot – from opening forms and searching), and I manually went back into misc expenses and added the expensed with the suggested verbiage you referenced for that year.
So, to check the possible workaround, I then modified my 2023 - as a test - since I have both DMSHE and SHEFST and followed same logic. Answered the questions for this year scenario (both above and below 2500), added no assets, but went back to misc expenses and added the expenses there with similar verbiage (referenced the form name for >2500…see screen shot – the first 3 are actual from last year – the new for this year are simply entered as tests for the different scenarios).
When I open forms, I NOPW find BOTH DMSHE and SHEFST forms which is good. But it does look like using this method I will have to add some descriptions to the SHEFST form. If I am correct, any guidance there? Do I add simply use same expense verbiages – AND do I enter the amounts (as text)?
