2,121 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 74 of 89, newest first.
When 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-BorderYour IRS tax home is your regular place of business, not where you live. This distinction drives FEIE eligibility, travel deductions, and treaty claims.
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. Covers treaty provisions, foreign.
Cross-BorderYou can be a tax resident of both Canada and the United States at the same time under each country's domestic rules. Covers key rules, filing.
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 gives Form W-8BEN-E to each US payer to claim treaty rates. Line by line: Part I, active NFFE status, the Part III treaty claim and the LOB test.
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. Covers treaty provisions, foreign tax.
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. Covers key rules, filing.
Cross-BorderYour bank asked for a US place of birth or a US parent on a form you filled out without thinking twice, and now it wants a Social Security number you.
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. Covers key rules, filing requirements,.
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.
Cross-BorderHow you hold a US vacation rental affects cost segregation, platform withholding, passive activity grouping, estate tax, and Canadian reporting.
US TaxChurches use fund accounting, not standard bookkeeping. Church accounting follows rules that apply nowhere else in the tax code.
Cross-BorderWhen both countries tax the same income and the treaty does not fix it. But some disputes cannot be resolved that way. Covers key rules, filing.
US TaxA contractor performs $80,000 of additional work on a project because the owner requested a scope change verbally. Covers key rules, filing requirements,.
US TaxConstruction contractors face unique tax rules: percentage-of-completion, UNICAP on job costs, bonus depreciation, and the 20% QBI deduction.