You have the ability to model selling your primary home and relocating to a property you already own in My Plan. If the property is in a different state, your state tax modeling will update to your new state at the time of the sale.

STEP 1: My Plan > Home and Real Estate > Primary Residence: Enter your current primary residence with your current zip code and any relevant mortgage information.

STEP 2: My Plan > Home and Real Estate: Add the second residence as “Other owned real estate” with the appropriate zip code and any relevant mortgage information.

STEP 3: My Plan > Home and Real Estate > Future change to your primary residence: Sell/ Rent. Enter zero dollars for the estimated rent for your new residence because you will be moving to a property you already own. Enter the state of the "Other owned real estate" where you plan to relocate.

STEP 4: My Plan > Expenses and Healthcare: Account for any seller’s fees and taxes you'll need to pay as a result of the sale of your primary residence. We don’t include these items as we don’t know the cost basis of your home and whether you might qualify for any exclusions.