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Tax

Get tax and legal tips for Canadian snowbirds!

Tax Season Checklist for Canadian Snowbirds

LAST UPDATED: March 12, 2024 As tax season approaches in both Canada and the U.S., many Canadian snowbirds have unique tax...

Form 8840

Tax

Tips & Articles

Tax Tips for Canadian Snowbirds Who Own U.S. Real Estate

LAST UPDATED: February 28, 2020 Every winter, hundreds of thousands of Canadian snowbirds migrate to the southern United States in...

What Canadian Snowbirds Need to Know About IRS Form 8840

Every winter, hundreds of thousands of Canadians migrate to the southern United States in search of warmer weather. And while most...

Power of Attorney and Will Tips for Canadian Snowbirds

Wills and powers of attorneys aren’t just for the wealthy - they are essential legal documents everyone should have, as they...

Canada to Begin Tracking Snowbird Exits and Entries

You may have noticed several news reports recently about Canada starting to collect exit data on anyone leaving the country by...

Entry/Exit Initiative Has Important Implications for Canadian Snowbirds

Tax & Legal Tips for Canadian Snowbirds Who Rent Out Their U.S. Property

LAST UPDATED: July 4, 2018 For Canadian snowbirds who own U.S. vacation properties, renting out those properties for some or most...

U.S. Real Estate - Ownership Structure Tips for Canadian Snowbirds

LAST UPDATED: November 8, 2024 Buying a U.S. vacation or investment property can be a great option for many Canadian snowbirds...

Dispelling the Myth of the “30 Day Rule” for Canadian Snowbirds

Canadian snowbirds who spend their winters in the United States are subject to both U.S. tax and immigration laws, which...

What is the 30 day rule for Canadian snowbirds?

Top Canadian Duty & Customs Tips for Snowbirds Returning to Canada

LAST UPDATED: April 16, 2024 By March and April, most Canadian snowbirds are preparing to make their last trip home for the season...

Canadian Duty and Customs Tips for Snowbirds

Customs and Duty

Tax

Tips & Articles

Essential Government Forms for Canadian Snowbirds

Depending on your individual needs and unique situation, Canadian snowbirds often require a variety of Canadian and U.S...

Tax and Legal Forms for Canadian Snowbirds

Know These Essential Rules for How Long Canadian Snowbirds Can Stay in the U.S.

UPDATED - February 12, 2018 For Canadian snowbirds who spend their winters in the U.S., it is vital to correctly keep track of how...

How Many Days Can Canadians Spend In the United States?

Government resources for Canadian snowbirds

Canadian snowbirds need to consider a number of issues related to spending your winters abroad, including taxes, customs...

What Items Can Canadian Snowbirds Bring to the U.S.?

For Canadian snowbirds, understanding what you can – and more importantly - cannot bring into the United States is essential...

U.S. Customs Rules for Canadian Snowbirds

Top Mortgage Tips for Canadian Snowbirds When Buying U.S. Real Estate

Many current and future Canadian snowbirds are tempted by the relatively low cost of owning property in the U.S. and believe now...

U.S. Mortgage Tips for Canadian Snowbirds

Top Tax Season Tips for Canadian Snowbirds Who Winter in the U.S.

LAST UPDATED: March 2, 2017 With tax season fast approaching in Canada and the U.S., many Canadian snowbirds need to take special...

Top Financial Planning Tips for Canadian Snowbirds

Canadian snowbirds have unique financial needs - which makes smart financial planning a must for those who want to enjoy the...

Finances

Tax

Tips & Articles

Tips for Renouncing your U.S. Citizenship

There has been a lot of talk these days about U.S. citizens vowing to move to Canada –but actually, there is a case to be made for...

How Canadian Snowbirds Can Run into Trouble in the U.S. and Canada

There are a number of ways that Canadian snowbirds can run into difficulties on both sides of the border, with many related to...

U.S. Residency Calculator for Canadian Snowbirds

Check to see if you’re a U.S. resident for tax purposes! Our U.S. residency calculator lets Canadian snowbirds estimate how many...

U.S. Residency Test Calculator for Canadians

U.S. Residency Rules Every Canadian Snowbird Must Know

Every year, over 1 million Canadian seniors and retirees pack up and move to the southern United States for the winter to enjoy...

U.S. Residency Rules for Canadian Snowbirds

Get U.S. Tax Forms for Canadian Snowbirds

Depending on your situation, some Canadian snowbirds may need to file certain forms with the IRS to avoid tax issues in the United...

Proposed legislation that would allow Canadian snowbirds to spend more time in the U.S. raises questions

Last month, Snowbird Advisor reported about the re-introduction of a bill in the U.S. House of Representatives called the Canadian...

Many Unanswered Questions About Proposed Bill That Would Allow Canadian Snowbirds to Send More Time in U.S.

Bill that would allow Canadian snowbirds to spend up to 8 months in the U.S. each year reintroduced

Last week, Canadian snowbirds seeking to extend their stay in the U.S. beyond 182 days per year were given fresh hope. On July 6...

Canadian Snowbird Visa bill reintroduced in U.S. House of Representatives

Update on Canadian Snowbirds Act bill that could allow snowbirds to stay in the U.S. longer

Many Snowbird Advisor members have been inquiring about status updates on the Canadian Snowbirds Act bill that was introduced in...

Canadian Snowbirds Act Pending in U.S. Congress

It’s that time of year again! Canadian Snowbirds who spend their winters in the U.S. must consider filing Form 8840

Snowbird Advisor has received a number of inquiries recently about IRS Form 8840 - the Closer Connection Exception Statement for...

Bill resurrected that would allow Canadian snowbirds to stay in U.S. for up to 8 months

On June 17th, 2021, Florida senators Marco Rubio and Rick Scott reintroduced the Canadian Snowbirds Act , federal legislation that...

New Bill Would Allow Canadian Snowbirds to Spend 8 Months in the U.S. Annually

U.S. Estate Tax Exemption Doubles for Canadian Snowbirds

Canadian snowbirds who own U.S. property and pass away leaving a worldwide estate that exceeds a certain value should be aware...

U.S. Estate Tax Exemption Increases for Canadian Snowbirds

Legal

Tax

News

Your travel medical insurance premium is eligible for a tax credit!

If you’re a snowbird, August is usually the time to start exploring your travel medical insurance options for the upcoming winter...

Canadian Snowbirds May Soon Be Able to Spend More Time in the U.S.

A proposed law aimed exclusively at snowbirds may soon allow Canadians to stay longer in the U.S. Currently, Canadians who spend...

Canadian snowbirds may be able to spend up to 8 months in the U.S.

Canada and U.S. Move Closer to Sharing Snowbird Travel Details

While not fully implemented, the Canadian and U.S. governments are moving closer to an integrated system that will seamlessly...

Taxes When Renting Out Your U.S. Vacation Property

We decided not to go to our home in Arizona this past winter due to COVID, but we did rent it out over the winter to cover some of...

Do Canadians have to pay tax in the U.S. when selling U.S. real estate?

We are going to be putting our Florida condo on the market because my husband is no longer able to travel. Do we have to pay tax...

Real Estate

Tax

Snowbird FAQs

Will Canadians be able to spend 8 months in the U.S. instead of 6?

I’ve read in the news that a new law may allow Canadians to spend up to 8 months in the U.S. instead of 6. What is the status of...

How Do I Rent Out My U.S. Vacation Property?

We own a condo in Florida and are thinking of renting it out for part of the year to bring in some extra income. However, we have...

What is the filing deadline for IRS Form 8840?

My husband and I have been advised that we should file a Form 8840 with the IRS to avoid paying taxes in the U.S. When do we need...

U.S. Real Estate Ownership Structures

My husband and I are considering buying a winter home in Arizona and a friend told us that we should set up an LLC in the U.S. to...

Are there different U.S. residency rules for Canadian snowbirds?

I’ve heard there are different rules for how long Canadians can stay in the U.S. for immigration purposes and for tax purposes...

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