Canadian Tax Residency: Residential Ties, Factual Residents and the 183-Day Rule
Are you a Canadian resident for tax? See how the CRA treats significant and secondary residential ties, factual residents, deemed residents and non-residents.
Money
Sending money home, international transfers, banking and personal finance for expats and migrants.
Leaving Canada: Departure Tax, Final Tax Return and What to Tell the CRA
Moving out of Canada? Learn when you become a non-resident, how the departure tax works, when to complete Form T1161 and what happens to your TFSA and benefits.
Foreign Currency on Your US Tax Return: Which Exchange Rate Should Expats Use?
Paid in euros, pounds or rupees but filing a US return? See what the IRS says about functional currency, which exchange rate to use and how tax payments…
Expatriation Tax (Exit Tax): What US Citizens Should Know Before Renouncing
Thinking of renouncing US citizenship or giving up a green card? Learn who is a covered expatriate, how the exit tax works and what Form 8854 requires, per…
Streamlined Foreign Offshore Procedures: How US Expats Catch Up on Unfiled Returns
Missed US tax returns or FBARs while living abroad? Learn who can use the IRS streamlined foreign offshore procedures, what non-willful means and the limits.
Foreign Housing Exclusion: How US Expats Can Reduce Tax on Housing Costs Abroad
Paying rent overseas as a US expat? See who qualifies for the foreign housing exclusion or deduction, which costs count, which do not and how the limits work.
UK State Pension Abroad: Can You Claim It If You Retire or Move Overseas?
Planning to retire overseas? See whether you can claim the UK State Pension abroad, when to claim, who to contact and why you must pick one country for…
Employment Insurance in Canada: Who Qualifies and How Many Hours You Need
Lost your job in Canada? See who qualifies for EI regular benefits, the 420 to 700 insurable hours rule, who is not eligible and what you must do…
Social Security Benefits Abroad: The 30-Day and Sixth-Month Rules for Non-Citizens
Moving abroad while getting US Social Security? See the 30-day rule, the sixth calendar month limit for non-citizens, Form SSA-21 and how to prove US visits.
Schedule 11 in Canada: How to Claim Your Tuition Amounts
International students and new graduates in Canada file Schedule 11 to claim tuition. See which lines to complete, how carry-forwards and transfers work and why to file even…