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Official form guide
Form 9214: Moving Expenses Questionnaire
Internal Revenue Service Form 9214 is the Moving Expenses Questionnaire used by taxpayers to provide detailed information and documentation about a move for IRS examination. Rev. 5-2015.
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IRS Form 9214 - Moving Expenses Questionnaire
Internal Revenue Service Form 9214 is the Moving Expenses Questionnaire used by taxpayers to provide detailed information and documentation about a move for IRS examination. Rev. 5-2015.
Risk Radar
Scan points- 1Submitting the questionnaire without the taxpayer’s signature triggers penalties of perjury.
- 2Omitting the required 'Date of move' entry, which identifies when the relocation occurred.
- 3Not answering whether expenses are claimed in more than one tax year, prompts a request for the other year’s return.
- 4Not indicating whether the move was between foreign countries, requiring a schedule of income earned in each country.
- 5Leaving the employer reimbursement question unanswered, omitting whether amounts appear on Form W‑2 and reconciliation.
Plain English
IRS Form 9214 asks you to give details about a recent move, including dates, locations, employer reimbursements, and any foreign‑country moves. It also requires you to attach receipts and any related forms. The IRS uses this information when reviewing your moving expense deduction.
Submission Date
- Filing date: 2024-12-04 22:11:19
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when the IRS requests a Moving Expenses Questionnaire to document a move being examined.
- Do not use it when no move is being examined for moving expenses.
- Check Form 3903 instead when you are ready to claim the moving expense deduction on your return.
Form selector
Use this form or another form?
Claiming moving expense deduction on tax return
Deduction is reported on Form 3903 attached to your return
✓ Confirm deduction amount matches receipts
Employer reimbursed moving costs directly to third parties
Employer must provide Form 4782 showing payments
✓ Obtain copy of Form 4782 from employer
Reimbursed moving expenses appear on your wage statement
Amounts on Form W-2 must be reconciled with your return
✓ Verify amounts on Form W-2 against Form 3903
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Date of move
Move date (MM/DD/YYYY) · Taxpayer's records
Expenses claimed in multiple tax years
Copy of other year’s tax return · Prior year return
Foreign-country move
Schedule of income earned in each country · Foreign income schedule
Employer provided Form 4782
Copy of Form 4782 (or equivalent) · Employer’s records
Reimbursed amounts on W-2
Form W-2 showing reimbursement · Wage statement
Before you submit
- 1Verify the revision date reads Rev. 5‑2015 (May 2015)
- 2Enter taxpayer’s name, address, and SSN
- 3Complete the move details: date, from, to, and tax year of move
- 4Answer Yes/No on whether expenses are claimed in more than one tax year and attach the other year’s return if Yes
- 5Answer Yes/No on foreign-country move and attach income schedule if Yes
- 6Provide employer name and address and indicate whether you were reimbursed
- 7Attach Form 4782 copy if employer provided it
- 8Attach copies of receipts for all expenses claimed on Form 3903
- 9If amounts reimbursed appear on Form W-2, attach reconciliation and explanation
- 10Sign the questionnaire and date it (spouse sign if joint return)
- 11Make a copy for your records before mailing
How to file this form
- 1Complete all required fields on Form 9214
- 2Gather and attach all supporting documents (receipts, Form 4782, other year’s return, foreign income schedule, W‑2 reconciliation)
- 3Sign and date the questionnaire (include spouse signature if joint)
- 4Make a photocopy of the entire packet for your records
- 5Mail the original questionnaire and attachments to the IRS address indicated in the examination notice
- 6Obtain mailing receipt or tracking number as proof of filing
Known limitations
- 1Confirm the form displays Rev. 5‑2015 (May 2015) edition; older revisions likely lack current instructions, so verify edition before filing.
- 2The official source does not list any filing fee; therefore you should check the IRS website or instructions for any required payment.
- 3No mailing address appears in the source; you must locate the appropriate IRS submission address in the current instructions or on the agency’s site.
- 4Both taxpayer and, if filing jointly, spouse must sign and date the questionnaire; missing signatures will cause processing delays.
- 5Attachments such as Form 4782 and receipts are required; failure to include them may result in denial of your moving expense deduction.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->Form 9214 is the May 2015 revision (Rev. 5‑2015). The source does not indicate a newer edition or any changes.
What changed or needs a fresh check
- Edition date — confirm the form shows Rev. 5‑2015 (May 2015) as printed
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — confirm taxpayer (and spouse if joint) signs and dates the questionnaire
Quick Facts
Downloads
After you file
- 1Retain a signed copy of Form 9214 for your records.
- 2Keep all receipts and documentation submitted with the questionnaire.
- 3Expect the IRS to return any original documents after the examination is completed.
- 4If the IRS requests additional information, provide it promptly to avoid delays.
- 5Correct any errors by filing a revised Form 9214 with updated information.
Sources
- SRCForm p.1 — title is Moving Expenses Questionnaire
- SRCForm p.1 — revision date is Rev. 5-2015
- SRCForm p.1 — requires copies of receipts for all expenses claimed on Form 3903
- SRCForm p.1 — asks whether employer provided Form 4782 (or equivalent) showing expenses paid on your behalf
- SRCForm p.1 — asks whether amounts reimbursed are shown on Form W-2
- SRCForm p.1 — states original documents submitted will be returned at the conclusion of the examination
Common confusion points
Do I need a separate Form 9214 for each move I made this year?
The form instructs to complete a separate questionnaire for each move.
→ Verify you have one Form 9214 per move.
Can I claim moving expenses on more than one tax year?
The questionnaire asks if expenses are claimed in more than one tax year.
→ Indicate “Yes” and attach the other year’s tax return.
Is a foreign‑country move covered by this questionnaire?
The form includes a question about moves between foreign countries.
→ Answer “Yes” and attach a schedule of income earned in each country for the year of the move.
Do I need to provide Form 4782 if my employer paid moving costs?
The form asks whether the employer provided Form 4782 or equivalent.
→ Attach a copy of Form 4782 when you answer “Yes.”
Are reimbursements shown on my W‑2 required to be reconciled?
The questionnaire requests a reconciliation when amounts are shown on Form W‑2.
→ Include a reconciliation statement if you answer “Yes.”
What if I did not deduct moving expenses on my return?
The form states to furnish information even if no deduction was claimed on Form 3903.
→ Submit the questionnaire and supporting documents regardless of deduction.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 2848 – Power of Attorney and Declaration of Representative, to authorize assistance.
Questions about IRS Form 9214
What is IRS Form 9214 used for?
IRS Form 9214 asks you to give details about a recent move, including dates, locations, employer reimbursements, and any foreign‑country moves. It also requires you to attach receipts and any related forms. The IRS uses this information when reviewing your moving expense deduction.
Who must file IRS Form 9214?
The taxpayer (the individual whose return is being examined) must file IRS Form 9214.
What information does IRS Form 9214 require?
The form gathers the Date of move, Tax year of move, From where you moved, To where you moved, whether expenses span multiple tax years, foreign‑country move status, employment period at the new location, employer reimbursement details, and copies of supporting documents such as Form 4782 and receipts.
How do I complete IRS Form 9214?
Enter the move’s date, tax year, origin and destination, and indicate if the expenses span multiple tax years. Provide the period you were employed at the new location and answer employer reimbursement questions, attaching copies of Form 4782, other year’s return, and receipts. Sign the certification and, if a joint return, obtain the spouse’s signature before submitting.
What happens if IRS Form 9214 is filed incorrectly?
Providing false information violates the certification under penalties of perjury, which can lead to penalties.
Do I need a separate Form 9214 for each move I made this year?
The form instructs to complete a separate questionnaire for each move. Verify you have one Form 9214 per move.
Can I claim moving expenses on more than one tax year?
The questionnaire asks if expenses are claimed in more than one tax year. Indicate “Yes” and attach the other year’s tax return.
Is a foreign‑country move covered by this questionnaire?
The form includes a question about moves between foreign countries. Answer “Yes” and attach a schedule of income earned in each country for the year of the move.
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