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Form 8840

Posted date : Sep 19, 2022

I’ve just become aware of the form 8840. Do I need to complete the form if I don’t meet the substantial presence test for time in the U.S.?

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Closer Connection Form 8840

Posted date : Jul 23, 2021

I’m writing to find out what I’m missing, based on the below excerpt from the 2020 Form 8840. It specifically states on page 3, that: “… you will not be treated as a U.S. resident for 2020…

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Form 8840

Posted date : May 12, 2021

I am hearing conflicting information about Form 8840 for 2020. Is the one-time policy change allowing snowbirds to exclude the days spent in the U.S….

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U.S. Immigration Laws for Snowbirds

Posted date : Sep 21, 2020

We are snowbirds who spent the winters in California. We have tracked our days in the U.S. very carefully and every year, we file Form 8840….

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Entry/Exit Initiative – 8840 Form Update

Posted date : Aug 19, 2019

As of July 11, 2019, the entry/exit initiative has been expanded to include the sharing of information of all travellers including Canadian and American citizens at land ports of entry.

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US Tax Forms

Posted date : Nov 27, 2017

U.S. Internal Revenue Service Forms 8840 – Closer Connection Exemption Statement for Aliens Canadian residents who winter in the U.S. are technically subject to U.S. income tax if they exceed a specific number of days (based on a calculation on the form 8840) in the U.S. in any one year. To avoid U.S. taxation, IRS […]

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Exceeding 182 days for medical reasons

Posted date : Nov 7, 2017

Dear Bird Talk, Similar to many other Canadian Snowbirds, my wife and I spend 179-180 days in the U.S. every winter, saving 2 or 3 days in case something unforeseen should happen, so as not to exceed the 182 days allowed by the B2 visa. Since Canadian and U.S. border services now share or will […]

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Substantial Presence Test

Posted date : Nov 6, 2017

Dear Bird Talk, Re: Substantial presence test Does anyone know whether day trips to the USA to buy gas, shop or play a round of golf are used in calculating the substantial presence test? Eric Zukowsky Delta, BC Response: Ed: Yes, they are counted. Any day, or part of a day, is counted as one […]

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8840 Form

Posted date : Nov 4, 2017

Dear Birdtalk, In our Park in Mesa, Arizona, there are several Canadians who do not complete form 8840, the “Closer Connection Exception Statement for Aliens” form. Please have someone research as to whether this form is mandatory. Please reply in the CSA news. D. Laidlaw Saskatoon, Sk. Response: My first thought was, “I wonder if […]

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