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IRS Filing Question

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?

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Sale of personal use condo in Florida

Posted date : May 30, 2019

What, if any, are the reporting requirements in both Canada and the U.S. when we sell our personal use condo in Florida. Our primary residence is in Canada. We purchased the condo in 2012 for about US$87,000. While the condo has appreciated, the sale price would be less than US$200,000. The section in the CSA […]

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Tax Filing

Posted date : May 14, 2019

I am a Canadian citizen, but a non-resident of Canada – I currently live in Europe, where my wife is currently employed. I do have two properties in Florida that I rent out on an annual basis and I have been filing U.S. income tax returns since I purchased them. I have heard through the […]

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U.S. Individual Taxpayer Identification Number

Posted date : May 14, 2019

If you have a U.S. Individual Taxpayer ID number but have not filed a U.S. tax return for three years, the Tax ID number will expire. Can you confirm that filing Form 8840 – Closer Connection form does NOT constitute filing a U.S. tax return? Bob Bovaird Response : Ed.: Filing the Form 8840 does […]

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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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Exceeding 182 days for medical reasons

Posted date : Nov 7, 2017

Dear Bird Talk, Similar to many other Canadian Snowbirds, my wife and I spend 179-180 days in the U.S. every winter, saving 2 or 3 days in case something unforeseen should happen, so as not to exceed the 182 days allowed by the B2 visa. Since Canadian and U.S. border services now share or will […]

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Filling out Form 8840

Posted date : Nov 6, 2017

We are snowbirds who have been filling out the Form 8840 yearly. We understand that the B2 visa allows us ? as visitors ? to stay in the U.S. for up to six months in a 12-month period. What confuses me and others, I would think, is how to enter the number of days you […]

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Repercussions from not filing the 8840 form

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 […]

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IRS Tax Form 8840

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, […]

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