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Form 8840

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., […]

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Snowbird Rule: Trading Stocks from the US

Posted date : Nov 4, 2017

Dear Bird Talk, I’m finding out much to my chagrin, that it is illegal for Value Line, an arm of the RBC and with whom I have my portfolio, to allow me to trade whilst I am in Florida, which is for six months. Finding this out now after contributing to Value Line, a good […]

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