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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 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 […]

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 […]

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 […]

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 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, When calculating days spent in the U.S. on the form 8840, if a person returns to Canada for two weeks at Christmastime and then returns to the U.S., or if a person is going on a cruise for two weeks on the Panama Canal while they are staying in the U.S., are […]

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 : Jan 13, 2023

It is very confusing how to fill out the FORM 8840. Say I arrive in the U.S. on November 15 of a given year and stay until April 28 of the following year. My question is, do I count only from November 15 to December 31 on one Form 8840 and then “save” the rest (January 1 to April 28) for the next year

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….