Tax Resources

Canada Revenue Agency – This is the official website of the Canada Revenue Agency. Here you’ll find information on tax reporting, due dates, forms and most everything else you’ll need for Canadian tax resources.

Internal Revenue Services – This is the official website of the Internal Revenue Service. Here you’ll find information on tax reporting, due dates, forms and most everything else you’ll need for US tax resources.

Canada-US Income Tax Treaty – Countries negotiate tax treaties with each other to ensure their residents do not pay tax twice on the same income to different countries. This is a link to the Canada-US tax treaty. This treaty deals with various sources of income including pension income, capital gains, employment income, business income, interest income and alike.

TaxTips.ca – One of the oldest and most complete Canadian tax resources online, TaxTips.ca is a great resource for anyone looking to brush up on Canadian tax topics or simply to do research.

Social Security Administration – Information on Social Security payments and and benefits calculation information including links to contact information.

Canadian immigration site – Canada’s official immigration site packed with guidance on current immigration programs and information.

US Taxes in Canada – A comprehensive guide to filing US taxes as an American in Canada. Including required forms and potential required calculations and disclosures.

2023 Tax Rates – 2023 tax rates and facts courtesy of Tax Templates. You can also check out this great 2023 tax planner guide from EY.

Cross Border Tax Blogs

Beacon Hill Blog – Shameless plug here, however if you’re looking for information on cross-border tax and financial planning issues this site had a lot of articles on the topic.

Phil Hodgen blog – Phil’s tax blog is a great resource for all things cross border. If you’re doing research on a Canadian/US tax issue Phil’s blog has some great content on the subject.

Expat Groups and Communities

Americans in Canada Facebook Group – With over 6,100 members this group aimed at Americans living in Canada or those thinking of moving to Canada is a great resources and full of highly engaged members.

Democrats Abroad – Democrats abroad is an organization formed around a community of Democrats living outside of the US. You can visit a link to the Canadian chapter here.

Calculators

Substantial Presence Test Calculator – If you visit the US on a regular basis you may be considered a US tax resident. Complete our substantial presence calculator to assess whether you meet the test.

Tax on principal residence for Americans in Canada calculator – Considering the difference in rules between Canada and the US with respect to how principal residences are taxed it can be challenging for Americans in Canada to truly assess the tax implications of their Canadian home sale. This is why I created this calculator. In basic terms it calculates an estimated amount of US tax on a Canadian principal home sale.

FBAR Calculator – A simple calculator to help you convert your annual highest balance accounts from $CAD to $USD for your accountant. Works with multiple years.