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Guides · Cross-Border

Cross-Border guides

581 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 25, newest first.

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
Cross-Border

IRS and CRA Penalties for Late Filing: Cross-Border Guide

The penalty landscape for cross-border filers. FBAR, Form 5471, Form 3520, late returns, and the CRA equivalents.

Aug 30, 2026
Cross-Border

J-1 Visa and Working Holiday (IEC): Cross-Border Tax for Canadians in the US

Canadians on a J-1 visa or IEC working holiday in the US face a unique tax position: the exempt individual rules, the substantial presence test.

Aug 30, 2026
Cross-Border

Joint Accounts Cross-Border: Tax Reporting and FBAR Obligations

A joint bank or investment account with a person in the other country creates reporting obligations for both parties.

Aug 30, 2026
Cross-Border

Keeping Canadian Bank Accounts After Moving to the US

Keeping a Canadian bank account after moving to the US is common. You may need it to receive Canadian pension payments, manage a Canadian rental property.

Aug 30, 2026
Cross-Border

Maternity and Parental Leave Benefits Cross-Border: Canada-US Tax

Canadian EI maternity and parental benefits are taxable in both countries when the recipient is a US person.

Aug 30, 2026
Cross-Border

Medical Expenses Deduction Cross-Border: What Qualifies in Canada and the US, and Where the Thresholds Sit

Canada credits medical costs over the lesser of 3% of net income or $2,890 (2026); the US deducts over 7.5% of AGI.

Aug 30, 2026
Cross-Border

Mortgage Interest Deduction: Cross-Border Between Canada and the US

In the US, mortgage interest on your principal residence and one additional home is deductible if you itemize (up to $750,000 of acquisition debt).

Aug 30, 2026
Cross-Border

Moving Expenses Deduction: Cross-Border Between Canada and the US

Canada allows a moving expense deduction. The US suspended it for employees. Here is how the deduction works when you move between the two countries.

Aug 30, 2026
Cross-Border

Moving from Alberta to Texas: The Tax Side of Two No-Income-Tax Jurisdictions

Alberta and Texas are both marketed as low-tax jurisdictions: Alberta has no provincial sales tax (though it has provincial income tax).

Aug 30, 2026
Cross-Border

Moving from BC to Washington State: Taxes in a No-Income-Tax State That Still Taxes Capital Gains

Washington has no income tax, but its 7% capital gains tax catches stock sales, RSU gains, and investment exits.

Aug 30, 2026
Cross-Border

Moving from Canada to Alabama: State Tax, Huntsville's Boom, and Cross-Border Planning

Alabama's graduated income tax tops out at 5% on a low threshold, but a rare federal-tax deduction softens it.

Aug 30, 2026
Cross-Border

Moving from Canada to Alaska: No Income Tax, No Sales Tax, Plus a Yearly Check

Alaska has no state income tax and no statewide sales tax, and residents get an annual Permanent Fund Dividend.

Aug 30, 2026
Cross-Border

Moving from Canada to Arizona: Flat 2.5% Tax, Snowbird Pipeline, and Cross-Border Planning

Arizona's 2.5% flat income tax is the lowest flat rate among states with an income tax. Popular with Canadian retirees and a growing tech hub.

Aug 30, 2026
Cross-Border

Moving from Canada to Arkansas: Taxes

Arkansas's top income tax rate has fallen to 3.9%, among the lowest graduated rates in the country, but combined sales tax can top 11%.

Aug 30, 2026
Cross-Border

Moving from Canada to Colorado: State Tax, TABOR Refunds, and Cross-Border Planning

Colorado's flat 4.4% state income tax, unique TABOR refund, and growing tech corridor make it an increasingly common destination for Canadians.

Aug 30, 2026
Cross-Border

Moving from Canada to Connecticut: Graduated Tax, the NYC Commute, and Cross-Border Planning

Connecticut runs a graduated income tax up to 6.99%, a pass-through entity tax that works around the federal SALT cap.

Aug 30, 2026
Cross-Border

Moving from Canada to Delaware: Taxes

Delaware runs a graduated income tax topping out at 6.6%, charges no sales tax at all, and has some of the lowest property taxes in the country.

Aug 30, 2026
Cross-Border

Moving from Canada to Georgia: State Tax, Film Industry, and Cross-Border Planning

Georgia's state income tax is moving to a flat rate, Atlanta is a growing hub for Canadians, and the film industry draws short-term and permanent movers.

Aug 30, 2026
Cross-Border

Moving from Canada to Hawaii: One of the Highest State Tax Bills in the US

Hawaii's top state income tax rate is 11%, one of the steepest in the country. Add the highest cost of living in the US and a state estate tax.

Aug 30, 2026
Cross-Border

Moving from Canada to Idaho: State Tax, the Boise Tech Boom, and Cross-Border Planning

Idaho's flat 5.8% income tax, no local income taxes, and a growing Boise tech scene make it a real option for Canadians from Alberta and BC.

Aug 30, 2026