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Posted date : Dec 15, 2017

If my wife and I visit Arizona for five months every calendar year (say Nov. 1-March 31) and file an 8840 every year, will we be subject to U.S. taxes based on worldly income? Our U.S. tax accountant in Canada says that it is very possible and recommends to not spend more than 120 days […]

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 […]

Posted date : Nov 22, 2017

8840 and W8-BEN Important IRS forms for long-term visitors from Canada.

Posted date : Nov 13, 2017

I am not sure that the advice you gave William in B.C. is correct regarding prolonged stays in the U.S. with respect to consequences from the U.S. government. There appear to be two issues and two major U.S. agencies at stake here. One is the verbal B2 visa (Homeland Security), which is violated in any […]

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? Karl P Newfoundland Response: Ed.: Congratulations! You […]

Posted date : Nov 13, 2017

Dear Bird Talk, I’ve read with interest the various letters to Bird Talk in issue 94 of CSANews. The clear, definitive answers to the various questions are very helpful…almost. I say almost, because I wonder if you’re doing members a disservice with such emphatic answers without stating upon which rules you are basing your answers. […]

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 13, 2017

Dear Bird Talk, Regarding the suspension of government health benefits ,” how would they know if I was away or home if I don’t go to the clinic for two years or whenever? Next, if I fill out the 8840 form, does that allow me to stay longer? Ron Wiltshire Miniota, MB Response: Ed: Big […]

Posted date : Nov 6, 2017

Dear Bird Talk, I understand that the eight-month option is before congress again, but I was told by someone that it will only apply to immigration and not to IRS. IRS will still restrict us to 183 days. Does not seem to make sense. Do you have any comment on that? Joseph Hanzelka Oshawa, ON […]

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 […]