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IRS

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 […]

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US Tax Forms

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 […]

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US Tax forms

Posted date : Nov 22, 2017

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

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Questions about time permitted in the U.S.

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 […]

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Prolonged Stays in the USA/Homeland Security/Income Taxes

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 […]

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Form 8840

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 […]

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Immigration rules and taxation rules: two distinct sets of rules

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. […]

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Date of submission of Form 8840

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 […]

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Snowbird/Retiree Visa

Posted date : Nov 13, 2017

Dear Bird Talk, I recently received a newsletter from Moody’s Gartner stating that the proposed “snowbird visa” legislation to increase the amount of time which snowbirds can spend in the U.S. is a potential “tax bomb,” as the “day count” for the purposes of the snowbird visa is different than the day count for tax […]

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Subtracting Time From Six Months

Posted date : Nov 13, 2017

I sit in dismay, having read your response re: subtracting time from six months. You say that a fewer-than-30-day return to Canada cannot be subtracted when calculating total days allowed in the U.S. We have spent three to six months every year since 1994, always coming home for Xmas. Our time was not always the […]

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