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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, We are filling out the form 8840 for the first time and do not remember the exact dates for the last three years. How accurate do we have to be? Would it be a problem if the dates were a few days off? Kathy Aubrey Cobourg, ON Response: Ed.: As a first-timer, […]

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 6, 2017

Dear Bird Talk, Please advise. If I wish to stay in the U.S. for 150 days every year, am I allowed to do that? And if I file form 8840 every year accordingly, do I still have to pay U.S. income tax on worldwide income? (This is assuming that I earn no income whatsoever in […]

Posted date : Nov 6, 2017

Dear Bird Talk, Re: Snowbird Extravaganza You are billing it as being for “mature lifestyles.” What does that mean? Senior citizens? Or do you mean mature audiences – as in filthy language? I’m bringing my 84-year-old mom. We are both Christians and would be offended by anything for ‘mature audiences’. Please explain. B. King Alberta […]

Posted date : Nov 4, 2017

Dear Bird Talk, I learn so much from reading our CSA magazine, plus the sharing of information from our snowbirds via Bird Talk. Is there a way to determine the best cell phone plan to use between Canada and the U.S. that avoids the prohibitive roaming fees? Ideally, one would not have to establish and […]

Posted date : Nov 4, 2017

Dear Bird Talk: I read with great interest Ross Quigley’s editorial in your summer 2006 issue of CSANews. Could you possibly relay my comments to him, as well as a few queries I have about his car importing experience? I am also a bit of a car nut as well. Last fall I purchased a […]

Posted date : Nov 4, 2017

We have filed 8840 forms for a number of years now, having no U.S. income to declare. In Dec. 2016, my lucky wife won a jackpot in a Nevada casino and, of course, they withheld 30%. In Jan. 2017, she filed a U.S. tax return with an ITIN number, again with no other U.S. income […]

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., […]

Posted date : Nov 4, 2017

Wondering if someone could confirm the due date necessary to file a Form 8840. Mike B. Ontario Response: Ed.: There does seem to be some confusion about this issue. For almost all snowbirds, the deadline is June 15 of the following year. For those few snowbirds who have employment income in the United States, you […]