971 plain-English guides on cross-border moves, US and Canadian returns, and small-business money. Each one ends in what to do next, and says when a written Diagnostic is the smarter first step.
Page 22 of 41, newest first.
When Canadian taxes paid exceed the US tax on the same income, the excess foreign tax credit does not disappear.
Cross-BorderThe foreign tax credit (FTC) eliminates double taxation by crediting foreign income taxes paid against the US tax on the same income.
Cross-BorderGetting 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.
Cross-BorderIf 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.
Cross-BorderForm 8233 lets a non-resident alien claim a treaty-based withholding exemption on compensation or independent personal services income.
US TaxThe buyer is the one legally responsible for withholding and remitting, using Forms 8288 and 8288-A, within 20 days of closing.
Cross-BorderCanada does not tax casual gambling winnings. The US taxes them at 24-30% withholding. A Canadian who wins in the US can recover some or all of the US tax.
Cross-BorderMarriage changes your filing status, opens (or closes) elections, and creates new reporting obligations in both countries.
Cross-BorderA 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.
Cross-BorderThe 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.
Cross-BorderCanada allows employees and self-employed individuals to claim home office expenses under ITA 8(13) (employees) and ITA 18(12) (self-employed).
Cross-BorderA practical guide to converting T4, T4A, T3, T5, and T5008 slips into 1040 line items: where each type goes, which exchange rate to use.
Cross-BorderCanada and the US take opposite approaches to taxing couples. Canada taxes each individual separately, with no joint filing option.
Cross-BorderA 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.
Cross-BorderCan you still contribute to a traditional IRA or Roth IRA while living in Canada? The FEIE trap, the compensation requirement.
Cross-BorderThe penalty landscape for cross-border filers. FBAR, Form 5471, Form 3520, late returns, and the CRA equivalents.
Cross-BorderCanadians 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.
Cross-BorderA joint bank or investment account with a person in the other country creates reporting obligations for both parties.
Cross-BorderKeeping 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.
Cross-BorderCanadian EI maternity and parental benefits are taxable in both countries when the recipient is a US person.
Cross-BorderCanada credits medical costs over the lesser of 3% of net income or $2,890 (2026); the US deducts over 7.5% of AGI.
Cross-BorderIn the US, mortgage interest on your principal residence and one additional home is deductible if you itemize (up to $750,000 of acquisition debt).
Cross-BorderCanada allows a moving expense deduction. The US suspended it for employees. Here is how the deduction works when you move between the two countries.
Cross-BorderAlberta and Texas are both marketed as low-tax jurisdictions: Alberta has no provincial sales tax (though it has provincial income tax).