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Subject Author Date
elderly relocation Brenda 06-27-2007
`--> Re: elderly relocation Paul Thomas, CP...06-29-2007
Posted by Brenda on June 27, 2007, 10:56 pm
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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


Posted by Phil Marti on June 29, 2007, 6:07 pm
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> 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?

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

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Posted by Paul Thomas, CPA on June 29, 2007, 6:07 pm
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> 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.

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

<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2006) - All rights reserved. >>
<< ------------------------------------------------------- >>

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