Posted date : Nov 13, 2017.
Just trying to understand the Form 8840 submission requirements. We’re first-time snowbirds and will be spending several months in the U.S. this fall and winter. Is there a submission requirement prior to leaving, or will we just have to file in 2017 for the 2016 U.S. tax year?
Ed.: Congratulations! You will love the snowbird lifestyle and meet many new friends. Try and make it to our Snowbird Extravaganza in Lakeland, Florida in late January (it’s free). The Form 8840 is a voluntary form to avoid possible U.S. taxation by showing that you are really a Canadian. I would file the form in May or June next year and annually thereafter.