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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, I recently found out about the 180-day time permitted in the U.S. We are Canadian citizens who own property in the U.S. and we spend an average of about six months per year (three winter, three summer). However, we were unaware of this Form 8840 Closer Connection to Canada until two weeks […]

Posted date : Nov 4, 2017

Dear Bird Talk, This year will be our first snowbird year. We will enter the U.S. on Dec. 28th. Do we have to fill out the 8840 for 2013? If yes, when do we send it in? Othello Jones Sauble Beach, ON Response: Ed.: If you are staying for less than three months, every year, […]

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 : 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….

Posted date : Dec 16, 2021

I went to the U.S. on Jan 14, 2021 and returned on July 1, 2021 (total 169 days) and I plan on going back to the U.S. on October 31 for another six months (end of April). Am I allowed to re-enter the U.S., since it would be considered more than 180 days total for 2021?

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….