Packing

Downsizing before a move: how to decide what goes

A room-by-room way to cut down before you pack, what to sell, donate or store, and how to keep the tax paperwork right.

You're standing in the garage holding a bread maker you've used twice. It works fine. It could be useful. You put it in the keep pile, and two hours later the keep pile is most of the garage.

Every box you take with you has to be packed, carried, loaded, paid for, unloaded and unpacked, and then it needs somewhere to live. Moving to a smaller place, or across the country, is the one time all of that cost lands at once, which makes it the best time to let things go. The hard part is deciding, so here's a way to make the decisions faster.

Start with the floor plan, not the stuff

Before you sort anything, get the floor plan of the new place, or measure it. Write down the rooms, the closets and the wall lengths.

Then the question changes from "do I want this?" (you usually do) to "where will this go?" A sectional that won't fit the new living room isn't coming, however much you like it. Neither is a second dresser for a bedroom with a built-in closet. Big furniture is where most of the space and moving cost is, so settle it first. Once you know which pieces are going, everything else is easier to judge.

Give yourself enough time

Downsizing a whole house in a weekend doesn't work. You get tired, start keeping everything to get it over with, and the truck fills up.

Start six to eight weeks out if you can, and do one area at a time, beginning with the places you use least: the garage, the attic, the basement, the guest room closet. Leave the kitchen and your bedroom for last, because you're living in them. (The 8-week moving checklist shows where this fits with everything else.)

Book a few sessions of two or three hours rather than one long day. Decisions get worse when you're tired.

Use four piles, and make them physical

For each area, set out four labeled spots: keep, sell, donate and trash/recycle. A fifth, ask, is for things that belong to someone else in the house; don't decide those for them.

Some questions that make it quicker:

For sentimental things, keep the best one rather than all of them. A box of your kid's drawings can become the five you love most, plus photos of the rest.

Sell early, or it won't sell

Selling furniture takes longer than people expect, and nothing sells the week before you leave except at giveaway prices. List the big pieces first, in the first two weeks. Photograph them in daylight, measure them, and put the measurements in the listing. Set a date after which anything unsold gets donated, and stick to it.

Be realistic about prices. Used furniture usually sells for a fraction of what it cost, and that's fine: the point is that it doesn't go on the truck.

Donating, and the tax deduction

Call local charities before you load the car. Many don't take mattresses, cribs, car seats, large appliances or anything stained or broken, and some will pick up furniture if you book ahead.

If you itemize deductions on your federal return, donated household goods can be deductible. The IRS rules in Publication 526 are stricter than most people assume:

That list is easy if you take photos as you go. Snap the donation pile before you drop it off, write down each item, and keep it with your tax paperwork.

Trash and recycling, without a last-minute panic

Some things can't go in the regular trash or on the truck. Paint, solvents, propane tanks, pesticides, batteries and old electronics usually have to go to a local drop-off site or a collection day. Look up your city or county's household hazardous waste and electronics rules early, because collection days can be weeks apart. Movers also won't carry many of these items, so they need a plan either way.

If there's a lot of junk, a dumpster rental or a junk removal service can be cheaper than several trips to the dump. Get quotes before the last week.

What about storing it?

Paying to store things is sometimes the right call: you're between homes, you're moving abroad for a set time, or the new place isn't ready. But storage is also where indecision goes to cost money every month.

A rough test: if you'd store it rather than sell it only because deciding is hard, decide now. If you'd genuinely use it again in a specific future home, store it, and keep a list of exactly what's in the unit. Our guide on organizing a storage unit covers how to pack it so you can find things later.

BoxTrack setup step 4: months later, scan any label in the new place and see what's inside instead of unpacking.
Months later, scan a box's label to see what's inside without opening it.

Keep a record of what you kept

After all that sorting, you know exactly what's going, for about a day. Then it's in sixty boxes and you don't.

This is where BoxTrack helps. Give each box a QR label, snap a photo of what goes in before you tape it, and the item list fills in. You can search all your boxes for "passports" or "drill bits," whether they're in the new hallway or a storage unit across town, and export the list if a mover or insurer needs it. Your first box is free. (For why that list matters if something goes missing, see your moving inventory.)

A pace that works

You won't get it perfect, and you'll find something in the new place you wish you'd left behind. That's normal. The aim is a lighter truck and fewer boxes to open, not an empty house.

Sources

This is general information, not tax advice. Tax rules change; check the current IRS publications or ask a tax professional about your own return.

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