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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 20 of 25, newest first.

Cross-Border

Can My Canadian Employer Keep Me on Payroll After I Move to the US?

Technically yes, but it creates PE risk, US payroll tax obligations, and state nexus for the employer.

Aug 21, 2026
Cross-Border

Canadian Employer Pension (DB/DC) Received in the US: How Is It Taxed?

If you worked for a Canadian employer and earned a pension (defined benefit or defined contribution), and you now live in the US.

Aug 21, 2026
Cross-Border

I'm a Canadian Freelancer with US Clients. Do I Need a W-8BEN?

Without a W-8BEN, your US client must withhold 30% of what they pay you. With one claiming the treaty rate, withholding drops to 0%.

Aug 21, 2026
Cross-Border

I'm Canadian and Inheriting a US IRA or 401(k). How Is It Taxed?

Canada includes the full distribution in your income and gives you a foreign tax credit for the US withholding.

Aug 21, 2026
Cross-Border

Canadian Trust with a US Beneficiary: Tax Traps

When a Canadian trust has a US beneficiary. When all parties are Canadian residents, these trusts work as designed.

Aug 21, 2026
Cross-Border

CRA Voluntary Disclosure Program: Track 1 vs Track 2

The CRA Voluntary Disclosure Program (VDP) allows taxpayers who have unreported income, unfiled returns.

Aug 21, 2026
Cross-Border

Cross-Border Alimony vs Child Support: How the Agreement Wording Sets the Tax in Canada and the US

Child support is neither deductible nor taxable in Canada or the US, whatever the agreement date and whichever side of the border each parent lives on.

Aug 21, 2026
Cross-Border

Cross-Border Divorce: Splitting Retirement Accounts Between Canada and the US

Splitting RRSPs, 401(k)s, IRAs, and pensions in a cross-border divorce triggers treaty, withholding, and rollover rules.

Aug 21, 2026
Cross-Border

Cross-Border Estate Planning: Freezes, Alter-Ego Trusts, and Bypass Trusts

Estate freezes, alter-ego trusts, and joint partner trusts are Canadian tools that collide with US estate tax, gift tax, and foreign trust rules.

Aug 21, 2026
Cross-Border

Cross-Border Medical Expenses: Where Do I Claim Them, Canada or the US?

Claim bills where they clear the floor: Canada's credit starts over the lesser of 3% of net income or $2,890 (2026), the US deduction over 7.5% of AGI.

Aug 21, 2026
Cross-Border

How Do I Report Cryptocurrency on Both Sides of the Border?

Every crypto disposal is taxable in both countries, but cost basis, inclusion rates, and reporting forms differ.

Aug 21, 2026
Cross-Border

I'm a Dual US-Canada Citizen and Have Never Moved. What Do I File?

If you are a dual US-Canada citizen who was born with both citizenships (or acquired one through a parent).

Aug 21, 2026
Cross-Border

F-1 and OPT: Which Year Do I Become a US Tax Resident?

F-1 students are exempt individuals for five calendar years, so their days don't count toward the substantial presence test. OPT doesn't reset the clock.

Aug 21, 2026
Cross-Border

FEIE or Foreign Tax Credit? Why FTC Usually Wins in Canada

The foreign tax credit (FTC, claimed on Form 1116) uses that Canadian tax to offset your US liability dollar for dollar, up to the limitation.

Aug 21, 2026
Cross-Border

Can I File a Joint US Return with My Non-Resident Canadian Spouse?

IRC 6013(g) lets you file jointly with a non-resident Canadian spouse for MFJ brackets and the standard deduction.

Aug 21, 2026
Cross-Border

Form 1116: Why Isn't My Foreign Tax Credit Dollar for Dollar?

Because the credit is capped, not at the Canadian tax you paid, but at the US tax attributable to your foreign-source income.

Aug 21, 2026
Cross-Border

Form 8938 vs FBAR: Do I File Both?

They are different forms, filed with different agencies, under different statutes, with different thresholds, and one does not replace the other.

Aug 21, 2026
Cross-Border

GST/HST Registration After Moving to the US: Cancel, Keep, or Zero-Rate?

Moving to the US does not cancel your GST/HST registration automatically. Moving to the US does not automatically cancel your GST/HST registration.

Aug 21, 2026
Cross-Border

How to Apply for an ITIN as a Canadian

Canadians who need to file a US tax return apply for an ITIN using Form W-7. How the process works, what to mail, and how to protect your passport.

Aug 21, 2026
Cross-Border

How to Report an NR4 Slip on a US Tax Return

The NR4 reports Canadian-source income and Part XIII withholding. The NR4 slip is Canada's information return for income paid to non-residents.

Aug 21, 2026
Cross-Border

Can I Keep My US Brokerage and IRA After Moving to Canada?

You can keep your US brokerage and IRA, but most brokerages restrict nonresident accounts once you move to Canada.

Aug 21, 2026
Cross-Border

The 3.8% Net Investment Income Tax for US Citizens in Canada

The 3.8% Net Investment Income Tax under IRC 1411 hits US citizens in Canada harder than it hits US citizens in the US.

Aug 21, 2026
Cross-Border

Does the OAS Clawback Apply If I Live in the US?

No. Under Article XVIII(1) of the Canada-US tax treaty, OAS paid to a US resident is taxable only in the US.

Aug 21, 2026
Cross-Border

Part XIII Withholding: What Gets Withheld When You Leave Canada?

When you leave Canada, payers of Canadian-source income must withhold Part XIII tax at 25%, reduced by treaty.

Aug 21, 2026