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 26 of 41, newest first.
When you can claim the standard deduction as a cross-border filer, when you must itemize, the NRA and dual-status rules, and the SALT cap on state taxes.
Cross-BorderA US citizen (or green card holder) who incorporates a business in Canada creates a cross-border tax structure from inception.
Cross-BorderFederal taxes are only half the story. The Canada-US tax treaty coordinates federal taxation between the two countries.
Cross-BorderThe substantial presence test is the formula the IRS uses to determine whether a non-citizen without a green card is a US tax resident.
Cross-BorderThe CRA and IRS can help each other collect tax debts under the treaty's mutual collection assistance article.
Cross-BorderWhen a company moves an employee from Canada to the US (or the other way), the employee's tax situation changes, and not always for the better.
Cross-BorderThe IRS tax home is your regular place of business, not where you live. The IRS "tax home" is not where you live.
Cross-BorderA tax residency certificate proves where you live for treaty purposes. The US uses Form 8802 to request one; Canada uses a letter from the CRA.
Cross-BorderIf your Canadian and US companies do business with each other, the prices you charge between them must be arm's length.
Cross-BorderYou can be a tax resident of both Canada and the United States at the same time under each country's domestic rules.
Cross-BorderThere is no Canadian tax triggered by the purchase itself (no transfer tax beyond the provincial land transfer tax that applies to all buyers.
Cross-BorderIf one parent is a US citizen (or in some cases a US national or long-term resident), a child born in Canada is a US citizen at birth under INA 301.
Cross-BorderThe Canadian T1 return is due April 30 (June 15 if you or your spouse is self-employed, but the balance owing is still due April 30).
Cross-BorderA Canadian corporation receiving US-source payments (dividends, royalties, service fees) files Form W-8BEN-E to claim treaty-reduced withholding rates.
Cross-BorderThe W-4 doesn't ask about your Canadian situation, but your Canadian situation changes what the right W-4 looks like. Here is how to set it up.
Cross-BorderCanadians file US tax returns for one of four reasons: they hold US citizenship (including accidental Americans who have never lived in the US).
Cross-BorderCross-border filers have year-end planning opportunities in both countries, and the deadlines do not always align.
Cross-BorderSection 280A classifies your Florida condo as full rental, mixed use, or personal residence based on the 14-day and 10% thresholds.
Cross-BorderCanadian and European banks are closing accounts over FATCA when a customer can't produce a US Social Security number.
Cross-BorderYour bank asked for a US place of birth or a US parent on a form you filled out without thinking twice.
Cross-BorderActive Airbnb management won't change your day count, but it can move your tax home to the US, kill the closer connection exception.
Cross-BorderHow Airbnb and Vrbo withhold US tax from non-resident property owners, the difference between W-8BEN and W-8ECI.
Cross-BorderCanada now requires T3 filings for bare trusts worth over $50,000. Here's who has to file, what the penalties are, and how US persons get caught twice.
Cross-BorderThe CRA and the IRS exchange information under Article XXVII of the Canada-US tax treaty, and an audit in one country can trigger an audit in the other.