Sell home and move for medical resons.( Re. Pub. 523)

[Kapolei]

We sold our home, moved and purchased another home, all this for medical reasons. (See quote below.)

Our expenses well exceed the std. deduction of $27k

Yet we can’t access schedule A and can’t enter these deductible costs.

Please direct us on to how to enter these deduction.

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From Pub. 523: Moving expenses, as per pub. 523:

“Must meet requirements: moved to obtain, provide or facilitate diagnosis, cure, etc…..”

[Bsch4477]

Pub 523 deals with exclusion of capital gain when selling a home under certain conditions. It doesn’t address  a medical deduction for the expense of moving. 

[Kapolei]

Thank you for your reply.

Below is an excerpt of the section I was referring to from p523, page 6:

Does Your Home Qualify for a Partial Exclusion of Gain? If you don't meet the Eligibility Test, you may still qualify for a partial exclusion of gain. You can meet the requirements for a partial exclusion if the main reason for your home sale was ......., a health issue,....

Health-Related Move :You meet the requirements for a partial exclusion if any of the following health-related events occurred during your time of ownership and residence in the home. • You moved to obtain, provide, or facilitate diagnosis, cure, mitigation, or treatment of disease, illness, or injury for yourself or a family member. • You moved to obtain or provide medical or personal care for a family member suffering from a disease, illness, or injury. ........ • A doctor recommended a change in residence for you because you were experiencing a health problem. • The above is true of your spouse, a co-owner of the home,....for whom the home was his or her residence.

Regards,

'Kapolei.

[Bsch4477]

Yes, I read the same section.  Again, you can exclude capital gain income if you sold the home for a profit but there’s no medical itemized deduction on Sch A for the cost of moving.