Form 8840 − Closer Connection Exception statement for Aliens
Posted date : Jul 22, 2020.
Having just returned from six months in the U.S., I undertook to, once again, fill in Form 8840. This year, I note that the I.R.S. is seeking, in question #13, whether or not I filed tax returns for 2019, and that I had to provide verification. First of all, later in the form on Question #27, I stated that ALL MY INCOME came from Canadian sources. Second, I could find nowhere on the CRA website, under “My Account,” a section where I could copy a statement showing that my taxes had been paid in full for 2019. All I could find are the Notices of Assessment saying that I still owed taxes for 2016, 17, 18, & 2019. I think it is time that we, as Canadians wishing to SPEND and not EARN money in the states should not have to prove that we paid our Canadian taxes. This is going too far.
Ed.: Just answer “Yes” to the question. They do ask for verification to be submitted and you could simply send the most recent statement (assessment) from the CRA as that verification. Or, you could send the first two pages of your tax return, as well. They will follow up if they want or need more, but I think that the chances of that happening are close to zero.