Our Blog

US Canada Cross-Border Tax Guides

Practical guides on US-Canada tax filing, FBAR, FATCA, Streamlined Filing, treaty planning, and cross-border business tax.

Foreign Pensions and Retirement Accounts for Americans Living in Andorra
Expat Taxes

Foreign Pensions and Retirement Accounts for Americans Living in Andorra

Americans living in Andorra with foreign pensions or retirement accounts may have U.S. tax and reporting obligations that differ from the local treatment. Learn how FBAR, Form 8938, PFIC, foreign trust reporting and treaty questions can apply.

Oct 3, 2026Read
Gifts, Inheritances and Form 3520 for Americans Living in Andorra
Expat Taxes

Gifts, Inheritances and Form 3520 for Americans Living in Andorra

Americans living in Andorra who receive foreign gifts, inheritances or trust distributions may have U.S. information-reporting obligations even when the transfer is not taxable income. Learn how Form 3520 and related rules can apply.

Oct 3, 2026Read
Do US Citizens Living in Andorra Have to File U.S. Taxes?
Expat Taxes

Do US Citizens Living in Andorra Have to File U.S. Taxes?

Americans living in Andorra may still have U.S. tax filing and reporting obligations. Learn how Form 1040, FBAR, Form 8938, PFIC and FATCA rules apply to U.S. citizens living in Andorra.

Oct 3, 2026Read
FBAR for Americans Living in Andorra: Who Needs to File?
Expat Taxes

FBAR for Americans Living in Andorra: Who Needs to File?

Americans living in Andorra may need to file an FBAR when foreign account balances exceed the reporting threshold. Learn how FinCEN Form 114 applies to Andorran bank and investment accounts.

Oct 3, 2026Read
Form 8938 and FATCA for Americans Living in Andorra
Expat Taxes

Form 8938 and FATCA for Americans Living in Andorra

Americans living in Andorra may need to file Form 8938 for certain foreign financial assets. Learn how FATCA, Form 8938 and FBAR differ.

Oct 3, 2026Read
PFIC for Americans Living in Andorra: What U.S. Taxpayers Need to Know
Expat Taxes

PFIC for Americans Living in Andorra: What U.S. Taxpayers Need to Know

Americans living in Andorra who hold certain foreign funds may face PFIC rules. Learn about PFIC treatment, Form 8621 and how PFIC differs from FBAR and Form 8938.

Oct 3, 2026Read
Streamlined Filing for Americans Living in Andorra: How to Catch Up on U.S. Taxes
Expat Taxes

Streamlined Filing for Americans Living in Andorra: How to Catch Up on U.S. Taxes

Americans living in Andorra who missed U.S. tax returns or FBARs may qualify for IRS Streamlined Filing Compliance Procedures. Learn how the procedures work.

Oct 3, 2026Read
Form 5471 for Americans Living in Andorra: Foreign Company Reporting Explained
Expat Taxes

Form 5471 for Americans Living in Andorra: Foreign Company Reporting Explained

Americans living in Andorra who own, control or hold certain interests in a foreign company may need to file IRS Form 5471. Learn about ownership, filing categories, CFCs and reporting.

Oct 3, 2026Read
U.S. Tax Planning for Americans Living in Andorra: What to Consider Before Making Financial Decisions
Expat Taxes

U.S. Tax Planning for Americans Living in Andorra: What to Consider Before Making Financial Decisions

Americans living in Andorra should consider U.S. tax consequences before making major financial, investment, business or ownership decisions. Learn what to review before acting.

Oct 3, 2026Read
Prior-Year U.S. Tax Compliance for Americans Living in Andorra
Expat Taxes

Prior-Year U.S. Tax Compliance for Americans Living in Andorra

Americans living in Andorra who missed U.S. tax returns, FBARs or international reporting should first identify exactly what is missing before choosing a compliance path. Learn the main options, from delinquent returns and amendments to the IRS Streamlined procedures.

Oct 3, 2026Read
Do US Citizens in Canada Have to File US Taxes?
Expat Taxes

Do US Citizens in Canada Have to File US Taxes?

US citizens living in Canada may still have US filing and reporting obligations. Learn how US tax returns, foreign tax credits, FBAR, FATCA and missed filings can affect Americans living in Canada.

Sep 13, 2026Read
What Happens to Your 401(k), IRA and Roth IRA When You Move to Canada?
Expat Taxes

What Happens to Your 401(k), IRA and Roth IRA When You Move to Canada?

Moving to Canada does not automatically mean you need to close or move your US retirement accounts. Learn the key issues around 401(k)s, traditional IRAs, Roth IRAs, treaty treatment, contributions and pre-move planning.

Sep 13, 2026Read
FBAR for Americans Living in Canada: Who Must File?
Compliance

FBAR for Americans Living in Canada: Who Must File?

US citizens and other US persons living in Canada may have an FBAR filing requirement when the aggregate value of reportable foreign financial accounts exceeds $10,000 at any time during the year.

Sep 13, 2026Read
US–Canada Tax Planning Before You Move to Canada
Tax Planning

US–Canada Tax Planning Before You Move to Canada

Moving from the US to Canada can affect tax residency, retirement accounts, investments, property, employment income and future filing obligations. Learn what to review before your move.

Sep 13, 2026Read
US–Canada Tax Treaty Explained for Americans Living in Canada
Tax Planning

US–Canada Tax Treaty Explained for Americans Living in Canada

The US–Canada tax treaty helps coordinate tax rules between the two countries. Learn how it can affect residency, pensions, employment income, investment income and relief from double taxation.

Sep 13, 2026Read
TFSA for US Citizens in Canada: What You Need to Know
Investments

TFSA for US Citizens in Canada: What You Need to Know

TFSAs are tax-free under Canadian rules, but US citizens living in Canada may face different US tax and reporting treatment. Learn what to review before contributing or investing.

Sep 13, 2026Read
RRSP for US Citizens Living in Canada: US Tax and Reporting Considerations
Retirement

RRSP for US Citizens Living in Canada: US Tax and Reporting Considerations

RRSPs are common retirement accounts in Canada. For US citizens, treaty treatment may help with tax deferral, but US tax and reporting considerations can still apply.

Sep 13, 2026Read
Selling or Renting Your US Home After Moving to Canada
Property Tax

Selling or Renting Your US Home After Moving to Canada

If you move from the US to Canada and still own a US home, selling, keeping or renting it can create different cross-border tax consequences. Learn what to review before deciding.

Sep 13, 2026Read
Streamlined Filing Procedures for US Citizens Living in Canada
Compliance

Streamlined Filing Procedures for US Citizens Living in Canada

US citizens living in Canada who missed US tax returns, FBARs or international reporting may qualify for the IRS Streamlined Foreign Offshore Procedures if specific requirements are met.

Sep 13, 2026Read
Form 8938 for Americans in Canada: What Foreign Assets Must Be Reported?
Compliance

Form 8938 for Americans in Canada: What Foreign Assets Must Be Reported?

Form 8938 is separate from FBAR and can apply to specified foreign financial assets held by US taxpayers living in Canada when applicable thresholds are exceeded.

Sep 13, 2026Read
Canadian Mutual Funds and ETFs for US Citizens: PFIC Rules Explained
Investments

Canadian Mutual Funds and ETFs for US Citizens: PFIC Rules Explained

Certain Canadian mutual funds and ETFs can create PFIC tax and reporting issues for US citizens. Learn what PFIC means, when Form 8621 may apply, and why account type matters.

Sep 13, 2026Read
US Social Security and Canadian Retirement Income: Cross-Border Tax Considerations
Retirement

US Social Security and Canadian Retirement Income: Cross-Border Tax Considerations

US citizens living in Canada may receive US Social Security and Canadian retirement income at the same time. Learn what cross-border tax issues should be reviewed.

Sep 13, 2026Read
Canadian Corporation for US Citizens: Form 5471 and Cross-Border Tax Issues
Business Tax

Canadian Corporation for US Citizens: Form 5471 and Cross-Border Tax Issues

US citizens who own or control a Canadian corporation can face additional US tax and information-reporting requirements, including Form 5471 in applicable circumstances.

Sep 13, 2026Read
RESP for US Citizens in Canada: US Tax and Reporting Considerations
Investments

RESP for US Citizens in Canada: US Tax and Reporting Considerations

RESPs offer Canadian education savings benefits, but US citizens should also consider US tax and reporting treatment, investments and future withdrawals.

Sep 13, 2026Read
Renouncing US Citizenship While Living in Canada: Tax Considerations
Expatriation Tax

Renouncing US Citizenship While Living in Canada: Tax Considerations

Renouncing US citizenship can involve more than a consular process. US tax compliance, Form 8854 and expatriation tax rules should be reviewed before taking action.

Sep 13, 2026Read
Selling a Canadian Home as a US Citizen: US Tax and Capital Gains Considerations
Property Tax

Selling a Canadian Home as a US Citizen: US Tax and Capital Gains Considerations

A Canadian home sale can look tax-free in Canada yet still require US tax analysis for a US citizen. Learn what to review before selling.

Sep 13, 2026Read
Receiving an Inheritance or Large Gift From Canada as a US Citizen: Form 3520 Considerations
Compliance

Receiving an Inheritance or Large Gift From Canada as a US Citizen: Form 3520 Considerations

Receiving money or property from a Canadian family member or estate can create US information-reporting obligations even when the gift or inheritance itself is not treated as ordinary income.

Sep 13, 2026Read
Canadian Rental Property for US Citizens: US Tax, Depreciation and Reporting
Property Tax

Canadian Rental Property for US Citizens: US Tax, Depreciation and Reporting

US citizens who own Canadian rental property can face tax and reporting in both countries. Learn how rental income, expenses, depreciation, CCA and foreign tax credits should be reviewed.

Sep 13, 2026Read