Can taxes be simplified by moving at the end of tax year?

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Subaron
Posts: 16
Joined: Sun Mar 22, 2015 2:25 pm

Can taxes be simplified by moving at the end of tax year?

Post by Subaron »

I am currently on TN Status in California. I am planning on returning to Canada within a year. I wanted to explore the best time window to move back to avoid tax issues that arise with mid tax year move.

From what I have read on this forum, it appears year end if usually the best time, so you don't have taxes in both countries.

Would resigning my job say by December 31st 2015 and entering Canada in Jan 8th 2016 (time to drive back) be a good scenario, where the job in Canada starts in or after Jan 2016? Which means technically I will be in the US for 8 additional days in 2016 (till Jan 8th, 2016).

Or do I need to enter Canada before (or on) December 31st, 2015 with the job in Canada starting in or after Jan 2016?
nelsona
Posts: 18675
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Post by nelsona »

For going TO Canada from US, it really doesn't matter when you leave.
Rather the important thing is to have taken US all income before returning, including any Roth conversions. If this can't be done by year-end, then I would stay in US until it's done.

Your are used to all 3 tax systems by now, so the complexity shouldn't bother you.
After 20 years, I am severely cutting back on responses. Do not ask specifically for my help. There are a few others on this board that can answer most questions. All the best
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