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Posted date : Nov 13, 2017

Dear Bird Talk, I read an article online that was published by the Star which stated some information of which I was unaware and am wondering if you could clarify. We are aware that we can stay for up to 182 days out of a year. What I was unaware of is it also states […]

Posted date : Nov 13, 2017

Dear Bird Talk, There have been many questions regarding the wisdom of submitting a form 8840 to the IRS and it certainly makes sense to do this. Would you please provide clarification on two points? First, we are assuming that both my wife and I must submit separate forms. Is this correct? Second, can these […]

Posted date : Nov 6, 2017

I submit the IRS Form 8840 annually, but do not receive any confirmation from the IRS that it has been received. Is there any way to determine whether the IRS has received this form? Peter Nigel Bradbury Toronto, ON Response: Ed.: The IRS is unresponsive on this and will not, or cannot, confirm the receipt […]

Posted date : Nov 6, 2017

Dear Bird Talk, Please advise. If I wish to stay in the U.S. for 150 days every year, am I allowed to do that? And if I file form 8840 every year accordingly, do I still have to pay U.S. income tax on worldwide income? (This is assuming that I earn no income whatsoever in […]

Posted date : Nov 4, 2017

We have filed 8840 forms for a number of years now, having no U.S. income to declare. In Dec. 2016, my lucky wife won a jackpot in a Nevada casino and, of course, they withheld 30%. In Jan. 2017, she filed a U.S. tax return with an ITIN number, again with no other U.S. income […]

Posted date : Nov 4, 2017

Dear Bird Talk, Re: Form 8840 Is this form mandatory or a nice-to-do thing? F. Helmink Terrace Bay, ON Response: Ed: This is the second most-asked question. The IRA in the United States (that’s the tax department) wants to tax you on your worldwide income! If you spend three months a year in the U.S., […]

Posted date : Nov 4, 2017

Dear Bird Talk, Re: Form 8840 Is this form mandatory or a nice-to-do thing? F. Helmink Terrace Bay, ON Response: Ed: This is the second most-asked question. The IRA in the United States (that’s the tax department) wants to tax you on your worldwide income! If you spend three months a year in the U.S., […]

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 […]

Posted date : Jan 13, 2023

It is very confusing how to fill out the FORM 8840. Say I arrive in the U.S. on November 15 of a given year and stay until April 28 of the following year. My question is, do I count only from November 15 to December 31 on one Form 8840 and then “save” the rest (January 1 to April 28) for the next year

Posted date : Jul 21, 2022

Hello, I am a snowbird spending winters in Nokomis, Florida. There seems to be a discrepancy in thought between my fellow snowbirds about a rule that does or does not actually exist….