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Guides · Cross-Border

Cross-Border guides

601 plain-English guides on cross-border, each one ending in what to do next.

All Cross-BorderUS TaxCanadian TaxSmall Business & BookkeepingCFO & AdvisoryTax Planning

Page 12 of 26, newest first.

Cross-Border

Digital Nomad Tax: Canada-US Cross-Border Rules for Remote Workers

No digital nomad rule exists in either tax code. Residency decides who taxes your worldwide income, and work location decides who taxes that pay.

Aug 30, 2026
Cross-Border

Disability Benefits Cross-Border: CPP-D, SSDI, and the DTC

CPP disability and US SSDI are taxed under the treaty like social security. The Disability Tax Credit (DTC) is Canada-only.

Aug 30, 2026
Cross-Border

Dissolving a Canadian Corporation After Moving to the US

If you decided to wind up your Canadian corporation after moving to the US, here are the mechanics: the final T2, the deemed dividend.

Aug 30, 2026
Cross-Border

Do I Need Two Wills? Cross-Border Estate Planning for Canada-US

If you own property in both countries, a single will can work, but two wills (one per jurisdiction) is usually better. Covers treaty provisions, foreign.

Aug 30, 2026
Cross-Border

Dual Tax Resident of Canada and the US? How the Treaty Tie-Breaker Works

If both countries claim you as a tax resident, the Canada-US treaty has a tie-breaker. Here is how each test works and what happens when the tie breaks.

Aug 30, 2026
Cross-Border

Employment Insurance (EI) Benefits Cross-Border: Canada-US Tax Treatment

How Canadian EI benefits are taxed when you live in the US, how US unemployment benefits are taxed in Canada, and what the treaty says.

Aug 30, 2026
Cross-Border

Estimated Tax Payments and Instalments: Cross-Border Between Canada and the US

The US uses quarterly estimated payments. Canada uses instalment notices. Here is how both systems work when you file in both countries.

Aug 30, 2026
Cross-Border

FBAR Filing Requirements: Who Needs to File and How

The FBAR (FinCEN 114) requires US persons with foreign financial accounts exceeding $10,000 in aggregate to report them.

Aug 30, 2026
Cross-Border

Your First US Tax Return as a Canadian: What to Expect

Your first US tax return as a Canadian immigrant is the most complex return you will file, because it sits at the intersection of Canada's departure.

Aug 30, 2026
Cross-Border

Foreign Earned Income Exclusion (FEIE) for US Expats in Canada

How the foreign earned income exclusion works for Americans living in Canada. It sounds like a gift for Americans in Canada.

Aug 30, 2026
Cross-Border

Foreign Tax Credit Carryforward and Carryback

When Canadian taxes paid exceed the US tax on the same income, the excess foreign tax credit does not disappear. Covers key rules, filing requirements,.

Aug 30, 2026
Cross-Border

Foreign Tax Credit Limitation and Carryover: When You Can't Use All of It This Year

The foreign tax credit (FTC) eliminates double taxation by crediting foreign income taxes paid against the US tax on the same income.

Aug 30, 2026
Cross-Border

Form 1040-NR: When Canadians Need to File a US Non-Resident Return

Getting this wrong in either direction (filing when you do not need to, or not filing when you do) creates problems on both the US and Canadian side.

Aug 30, 2026
Cross-Border

Form 1042-S: Getting Back Over-Withheld US Tax as a Canadian

If a US payor withheld 30% on your income when the treaty rate was lower (or zero), you file a US return to get the difference back.

Aug 30, 2026
Cross-Border

Form 8233: Claiming a Treaty-Based Withholding Exemption on US Income

Form 8233 lets a non-resident alien claim a treaty-based withholding exemption on compensation or independent personal services income.

Aug 30, 2026
Cross-Border

Gambling and Lottery Winnings Cross-Border: Canada-US Tax

Canada does not tax casual gambling winnings. The US withholds 30% from a Canadian visitor. A Canadian who wins in the US can recover some or all of the US tax.

Aug 30, 2026
Cross-Border

Getting Married Cross-Border: Tax Implications for Canada-US Couples

Marriage changes your filing status, opens (or closes) elections, and creates new reporting obligations in both countries.

Aug 30, 2026
Cross-Border

Green Card Holder Living in Canada: Tax Obligations

A US green card holder who moves to Canada has the same US filing obligations as a US citizen: worldwide income is reported on a 1040 every year.

Aug 30, 2026
Cross-Border

H-1B and L-1 Visa: Tax Rules for Canadians in Their First US Year

The US tax filing for Canadians on H-1B or L-1 visas. Dual-status returns, full-year election, treaty tiebreaker, and the first-year transition mechanics.

Aug 30, 2026
Cross-Border

Home Office Deduction Cross-Border: Canada-US Rules

Canada allows employees and self-employed individuals to claim home office expenses under ITA 8(13) (employees) and ITA 18(12) (self-employed).

Aug 30, 2026
Cross-Border

How to Report Canadian Income on Your US Tax Return

A practical guide to converting T4, T4A, T3, T5, and T5008 slips into 1040 line items: where each type goes, which exchange rate to use.

Aug 30, 2026
Cross-Border

Income Splitting: Canada vs US Cross-Border Strategies

Canada and the US take opposite approaches to taxing couples. Canada taxes each individual separately, with no joint filing option.

Aug 30, 2026
Cross-Border

Incorporating a Business Cross-Border: Canada vs US

A Canadian resident who forms a US LLC is taxed on the LLC's income in Canada at personal rates, gets no corporate deferral, and may owe US tax too.

Aug 30, 2026
Cross-Border

IRA and Roth IRA Contributions for Americans Living in Canada

Can you still contribute to a traditional IRA or Roth IRA while living in Canada? The FEIE trap, the compensation requirement.

Aug 30, 2026