elderly relocation

Newsgroups: misc.taxes.moderated

I have a business assisting the elderly and persons with disabilities relocate and travel. I have read some of your past discussions stating the expenses to move someone is only deductible if job related. What about a person who has had a recent change in medical status and requires medical assistance with their travel? Most of my clients have been admitted into a hospital, rehab setting or long term care facility and family members now feel it is time to move their parent/s closer to them. Their final destination is usually some type of assisted living facility. Thank you for your time, Brenda

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Brenda
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There's no moving expense deduction. The point of that deduction is that the move was necessary to produce income. Your clients receive the same taxable income regardless of where they live.

-- Phil Marti Clarksburg, MD

Reply to
Phil Marti

"Brenda" wrote

The costs associated with transporting the patient to the new facility would be a medical deduction (Schedule A), subject to all applicable rules. However, the costs of moving their belongings is not considered to be medically related. If not for employment / work related, those costs are non-deductible personal expenses.

-- Paul A. Thomas, CPA Athens, Georgia

Reply to
Paul Thomas, CPA

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