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Posted date : Aug 19, 2019

As of July 11, 2019, the entry/exit initiative has been expanded to include the sharing of information of all travellers including Canadian and American citizens at land ports of entry.

Posted date : Aug 9, 2019

In 2019, we rented our Florida/Jensen Beach condo out to Americans (for the first time) for the months of February/March through a Jensen Beach-based realty management company. Can we pay the tax on these U.S. rental earnings in Canada, or must we pay it to the IRS?

Posted date : May 14, 2019

You obviously receive a lot of inquiries regarding the maximum time Canadians can stay in the U.S. I’ve read many of them, but I am still unclear on a couple of points: If you file Form 8840 but the IRS is unresponsive, do you just have to hope that they’ve accepted your claim to a […]

Posted date : May 14, 2019

My wife and I filed a Closer Connection Form 8840 this year (2018) relative to our seasonal stay in Florida. Having done so, does this extend the length of time for which we are entitled to stay in the U.S. this calendar year and, if so, by how many days? Thanks for your help. Maxine […]

Posted date : Dec 15, 2017

I have faithfully submitted my IRS 8840 Form for quite a few years now. My question is, can I stay past the 182-day limit by filling out the form? Or am I not protected by the friendly country alliance after the 182 days is up? Alex B. Victoria, BC Response: Ed.: Congratulations on regularly completing […]

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

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, 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 […]