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Posted date : Dec 15, 2017

We simply forgot to file our Form 8840 in June and filed in November – are there any likely consequences? Ross E. Alberta Response: Ed.: I believe that, as long as you filed the form, you will be fine. This is not something which you should worry about.

Posted date : Dec 15, 2017

I am in the U.S. for approximately 80 days each year so do not need to file the form, but is there any downside to filing in any case, just for peace of mind? Paul Rosenberg Vancouver, BC Response: Ed: CSA recommends filing if you stay for longer than three months in the U.S. There […]

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 22, 2017

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

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 […]

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 […]

Posted date : Nov 13, 2017

Dear Bird Talk, Recently, the Financial Post printed an article about the plan, as of June of this year, to share information as to when Canadians enter the United States and when we return to Canada. “As of June 30, travellers will be required to swipe passports both when they enter and when they depart […]

Posted date : Nov 13, 2017

Dear Bird Talk, On page 50 of “The CSA Travel Information Guide” 2011 Edition, it says, “Typical work that may not be performed includes: In a condominium, mobile home or manufactured home community, receiving “cash” or reduced/free rent and/or maintenance fees for the season in exchange for: Park office clerical duties Park grounds maintenance Park […]

Posted date : Nov 13, 2017

Dear Bird Talk, Regarding the suspension of government health benefits ,” how would they know if I was away or home if I don’t go to the clinic for two years or whenever? Next, if I fill out the 8840 form, does that allow me to stay longer? Ron Wiltshire Miniota, MB Response: Ed: Big […]

Posted date : Nov 6, 2017

I submit the IRS Form 8840 annually, but do not receive any confirmation from the IRS that it has been received. Is there any way to determine whether the IRS has received this form? Peter Nigel Bradbury Toronto, ON Response: Ed.: The IRS is unresponsive on this and will not, or cannot, confirm the receipt […]