Ed's moving checklist			Precision Realty 2600 Berlin Turnpike Newington, CT 06111 Bus: 860-665-0850 Fax: 860-665-9868 Bookmark: http://www.ask-ed.com Email: ed@ask-ed.com

Plan ahead by:

Deciding what to move and what not to move. Possibly plan a garage sale.

Getting estimates from several moving companies or truck rental companies, depending on how you plan to make the move.

Planning your travel itinerary and making transportation and lodging reservations in advance (and leave a copy with a friend).

Transferring your bank accounts. We will be happy to open your accounts by mail.

Requesting records from doctors and dentists, including eyeglass prescriptions, dental X-rays and vaccinations.

Obtaining your children's school records to make for an easier transfer.

Drawing up a floor plan showing where your furniture should be placed. This will help avoid confusion for you and your movers.

Paying existing bills and closing out local charge accounts.

Recording expenses incurred during your house-hunting trips. You will also want to save your moving expense receipts for tax deductions (if the move is employment-related).

Don't Forget to:

Check on personal items that might be at the photo shop, bank safe deposit box, a neighbor's house, on lay-away or in the repair shop.

Make arrangement for transporting your plants and pets.

Save the phone book from your former city residence for tying up loose ends or for future correspondence.

Transfer insurance policies or arrange for new policies.

Gather all valuables, jewelry, important papers (birth certificates, deeds, documents) to take with you personally.

Have a car serviced for the trip

Pack an arrival kit of necessities just in case you arrive before the mover.

Get refunds from your present utility and phone companies and arrange for service at your new home.

Purchase moving insurance. Your mover's liability for lost or damaged goods will not equal their replacement cost.

Appraise valuable items, such as antiques, art pieces, etc. for the moving insurance.

Check with your attorney about your will if moving to a new state.

Ask for professional referrals (i.e. accountant, doctor).

Change those addresses: post office, charge accounts, subscriptions, friends, mail order clubs, past employers, etc.

The good side of moving expenses:

If your move was employment-related (excluding first-time employment), and the distance between your former residence and your new residence is over 35 miles, many of the moving expenses your incurred are tax-deductible. As a guideline, deductible moving expenses include:

1. The cost of transporting you and the members of your household from the old residence to the new.
2. The cost of moving your household and personal goods.
3. The cost of meals and lodging en route.
4. Temporary living expenses incurred after obtaining employment in the new location, but prior to moving.
5. Expenses incident to the sale, purchase or lease of a residence, i.e. attorney's fees, real estate commissions, title fees, points on loan placement charges, etc.

Items 4 through 6 are limited to $3,000, and temporary living expenses and house-hunting expenses may not exceed $1,500 of the $3,000. When using your automobile in the move, you may deduct the out-of-pocket expenses, or use a standard mileage allowance of $.09 per mile.

If you receive a moving payment or reimbursement from your employer, the amount must be included in your gross income as compensation for services.

To deduct moving expenses, fill out Form 3903, Moving Expenses Adjustment, and attach it to your return. For full details on tax deductible expenses, contact the Internal Revenue Service office in your area.

Contact your tax advisor to determine your personal tax.

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2600 Berlin Turnpike
Newington, CT 06111
Bus: 860-665-0850
Fax: 860-665-9868
ed@ask-ed.com


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