Bird Talk

Posted date : Nov 4, 2017.

This was our first year to attend the Canadian Snowbird Meeting in Yuma, Arizona. I wanted to let you know just how much we enjoyed it. The information was wonderful, the questions very interesting and informative. The icing on the cake was Bowser and Blue. My husband and I never stopped laughing and were sorry […]

Posted date : Nov 4, 2017.

Dear Mr. Quigley (Medipac Travel Insurance), Thank you very much for the US$500 cheque for the door prize at the Winter Information Meeting in Yuma, AZ. I have attended quite a few of these meetings and we always enjoy them. I usually do enter the draw, buy a ticket on the 50/50, etc., but never […]

Posted date : Nov 4, 2017.

We have filed 8840 forms for a number of years now, having no U.S. income to declare. In Dec. 2016, my lucky wife won a jackpot in a Nevada casino and, of course, they withheld 30%. In Jan. 2017, she filed a U.S. tax return with an ITIN number, again with no other U.S. income […]

Posted date : Nov 4, 2017.

From time to time, I see articles in Bird Talk regarding questions on telephone services between Canada & U.S. Prior to departing Canada in 2016, I signed up with a company called Comwave which was advertising a six-month promotional deal for unlimited Canada & U.S. long distance for $19.95 per month. Sounded like a no-brainer, […]

Posted date : Nov 4, 2017.

Our mobile park dance committee would like to charge $10 admission for our dances. Someone mentioned that receipts had to be given to the Canadians if they were to charge $10. I would like to know what kind of receipts should be given, or if it is even necessary to give any kind of receipts. […]

Posted date : Nov 4, 2017.

Our mom passed away and dad’s been gone for 13 years. Mom did change the deed of her duplex in Florida into her three children’s names and removed her name from the deed three years ago. She was advised to do this by someone, but now we are not sure? We are wondering about capital […]

Posted date : Nov 4, 2017.

If you rent out your home in Florida and your rental income is less than your costs to maintain your home, do you pay tax on this income in the U.S. E. Dell Toronto, ON Response: Ed.: Any net income (rent less expenses) would be taxable in the U.S. If there is also personal use […]

Posted date : Nov 4, 2017.

Dear Bird Talk, Re: Form 8840 Is this form mandatory or a nice-to-do thing? F. Helmink Terrace Bay, ON Response: Ed: This is the second most-asked question. The IRA in the United States (that’s the tax department) wants to tax you on your worldwide income! If you spend three months a year in the U.S., […]

Posted date : Nov 4, 2017.

Wondering if someone could confirm the due date necessary to file a Form 8840. Mike B. Ontario Response: Ed.: There does seem to be some confusion about this issue. For almost all snowbirds, the deadline is June 15 of the following year. For those few snowbirds who have employment income in the United States, you […]

Posted date : Nov 4, 2017.

Any further information about a rumour that Canadians who have property in the U.S. and stay for longer than four months in a calendar year are deemed to pay income tax, the same as an American citizen would? Also, any news about the visitor visa for Canadian seniors? Stan S. Ontario Response: Ed.: Nonsense! Don’t […]