Moved from Canada to US in 2023- tax obligations

This is our main tax information forum which deals with topics concerning Canadians living and working in the U.S., U.S. citizens contemplating working in Canada, and all aspects of Canadian and U.S. income tax and related adminstrative issues.

Moderator: Mark T Serbinski CA CPA

Post Reply
ancodreanu
Posts: 1
Joined: Mon Feb 19, 2024 6:20 pm

Moved from Canada to US in 2023- tax obligations

Post by ancodreanu »

Hi all,
I moved from Canada to USA in May 2023 on TN visa.
My ties to USA: I rent a place in US; have a car; have a US drivers license.
My ties to Canada: My wife and children are in Canada. My house (where my family lives) is in Canda as well. Other Canadian ties, such as health card, passport, bank accounts are still in Canada.
I had employment income in Canada from Jan 1 to May 17, 2023.
I also have employment income in USA from May 22 to Dec 31, 2023.
During 2023 visited Canada few times.

Questions:
1. What is my residency status in Canada for 2023? What are my tax return forms obligations in Canada for 2023? What income do I report in the Canadian tax return?
2. What is my residency status in US for 2023? What are my tax return forms obligations in US for 2023? What income do I report in the US tax return?
3. Assuming that I will not change any tax ties mentioned above, what are my options and tax obligations in Canada and USA starting with year 2?
Many Thanks!
Post Reply