URGENT QUESTION re. income tax

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DanteAlighieri

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I moved out of state to be closer to family. The IRS says I can deduct moving expenses if they’re related to a new job. I may have moved even without a job, but the fact is I had one in the bag when I moved, and thus I had to move in order to fulfill my contract.

Am I being dishonest if I claim these expenses?

Peace,
Dante
 
This is potentially a complex issue and you should seek the advice of a tax professional with expertise in this area. If necessary, pay the estimated tax and get a delay until August 15 while getting relevant information.

If the employment situation involves being a “contract employee”, interested parties might want to contact:

ceweekly.com/contracting_intro.html

This organization which publishes CE Weekly has a wealth of experience that may be tapped into.
 
Consult a tax professional for the IRS rules.

Morally, I would ask myself, did I have a job offer that required me to move. If the answer is no, then I would probably not claim the deductions. I’m a marketing person, and can work in just about any large city. If I woke up tomorrow and decided I wanted to move to Dallas with a high level of confidence that I would get a job once I got there, I don’t believe I could morally and perhaps not even legally claim those expenses. I would be kicking the ball into the fairway.
 
I moved out of state to be closer to family. The IRS says I can deduct moving expenses if they’re related to a new job. I may have moved even without a job, but the fact is I had one in the bag when I moved, and thus I had to move in order to fulfill my contract.

Am I being dishonest if I claim these expenses?

Peace,
Dante
Morality and taxes are pretty simple. Follow the instructions.

Do the instructions say that you can deduct moving expenses only if you moved because you had to get a new job? Or do the instructions say that you can deduct them if they are related to a new job. Relate is in the dictionary. If a new job was involved, it would seem to obviously pass the test of being related to the event of moving.

Dan
 
Dante,

I am a CPA. Motive isn’t a determination in the validity of the deduction. Go ahead and take the moving expense deduction if you meet the technical requirements required.
 
Dante,

I know this is the day after the deadline. However, you can still amend your 2006 tax return if you’ve already filed (via Form 1040X). Here is the link to the instructions for Form 3903, the form to claim the moving expense deduction. Please check whether you meet the requirments to claim the deduction. If you meet them, please go ahead and claim the deduction. IMO, if you meet the technical requirements, there is no moral problems with claiming the deduction.

irs.gov/pub/irs-pdf/f3903.pdf
 
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