2,076 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 68 of 87, newest first.
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.
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).
Cross-BorderWashington has no income tax, but its 7% capital gains tax catches stock sales, RSU gains, and investment exits.
Cross-BorderAlabama's graduated income tax tops out at 5% on a low threshold, but a rare federal-tax deduction softens it.
Cross-BorderAlaska has no state income tax and no statewide sales tax, and residents get an annual Permanent Fund Dividend.