Tax Status When Returning
Residency Determination
| Factor |
Weight |
| Dwelling |
Significant |
| Spouse/dependants in Canada |
Significant |
| Personal property |
Secondary |
| Social ties |
Secondary |
| Economic ties |
Secondary |
| Intentions |
Considered |
Types of Residents
| Status |
Tax Implication |
| Non-resident |
Canadian income only |
| Deemed resident |
Worldwide income |
| Factual resident |
Worldwide income |
| Returning resident |
From return date |
Dual Residence
| Issue |
Resolution |
| Two countries claim you |
Tax treaty tie-breaker |
| Canada + US |
US-Canada tax treaty |
| Both want tax |
Foreign tax credits |
First Steps When Returning
| Action |
Why |
| Establish address |
Residency documentation |
| Apply for health card |
Start waiting period |
| Open bank account |
Financial foundation |
| Update CRA |
Tax status change |
| Get phone number |
Canadian number |
Documents Needed
| Document |
For |
| Passport |
Everything |
| Proof of address |
Bank, health card |
| SIN |
Already have or apply |
| Foreign income records |
Tax filing |
| Tax returns from abroad |
May need |
Health Coverage
Waiting Periods by Province
| Province |
Wait Period |
| Ontario |
3 months |
| BC |
3 months |
| Alberta |
Up to 3 months |
| Quebec |
3 months |
| Manitoba |
Usually 2 months |
| Saskatchewan |
Up to 3 months |
Interim Coverage
| Option |
Cost |
| Travel insurance |
$100-$300/month |
| International plan |
Continue existing |
| Private health |
Check availability |
| Employer coverage |
If starting job |
How to Apply
| Step |
Action |
| 1 |
Get proof of residency |
| 2 |
Visit ServiceOntario/equivalent |
| 3 |
Provide ID and proof |
| 4 |
Card arrives by mail |
Tax Filing for Year of Return
Split-Year Return
| Period |
Tax Treatment |
| Before return |
Non-resident (Canadian income only) |
| After return |
Resident (worldwide income) |
Example
| Date |
Status |
| Jan 1 - June 30 |
Non-resident in UK |
| July 1 |
Return to Canada |
| July 1 - Dec 31 |
Canadian resident |
Tax Return Shows
| Section |
Income |
| Non-resident period |
Canadian-source only |
| Resident period |
All worldwide income |
| Foreign tax credits |
For tax paid abroad |
TFSA After Returning
Rules
| Situation |
Rule |
| Room while abroad |
Didn’t accumulate |
| Room on return |
Existing room + carried forward |
| New room |
Starts January 1 after return |
| Contributions while NR |
Penalized 1%/month |
Example
| Year |
Status |
Room Added |
| 2020 |
Left Canada |
$0 new |
| 2021 |
Non-resident |
$0 new |
| 2022 |
Non-resident |
$0 new |
| 2023 |
Non-resident |
$0 new |
| 2024 |
Returned June |
$0 new |
| 2025 |
Resident Jan 1 |
$7,000 |
Keep existing room, resume accumulating year after return.
RRSP After Returning
Rules
| Situation |
Rule |
| Existing RRSPs |
Stay intact |
| Contribution room |
Based on Canadian income |
| Foreign pension |
May have room |
| No Canadian income abroad |
No new room |
Restoring Room
| Once Back |
Room From |
| Canadian employment |
18% of income |
| Self-employment |
Earned income |
| Carry-forward |
Previous unused room |
Credit History
Starting Fresh?
| Situation |
Credit History |
| Left 5+ years ago |
May have no history |
| Kept Canadian cards |
History intact |
| Recently left |
Usually intact |
Rebuilding Steps
| Step |
Action |
| 1 |
Check Equifax/TransUnion |
| 2 |
Get secured credit card |
| 3 |
Add as authorized user |
| 4 |
Apply for basic card |
| 5 |
Use responsibly |
Timeline
| Action |
Credit Impact |
| Open secured card |
Immediate reporting |
| 6 months use |
Basic credit established |
| 12 months |
Can qualify for regular cards |
| 24 months |
Good credit possible |
Banking After Return
Opening Accounts
| What You Need |
Documents |
| ID |
Passport, PR card, etc. |
| Address proof |
Lease, utility bill |
| SIN |
For tax reporting |
| Initial deposit |
Varies |
Account Types Needed
| Account |
Purpose |
| Chequing |
Daily transactions |
| Savings/HISA |
Emergency fund |
| TFSA |
After residency established |
| RRSP |
When earning income |
Benefits Eligibility
Canada Child Benefit
| Requirement |
Details |
| Resident |
Must be Canadian resident |
| Child lives with you |
Primary residence |
| Apply |
Form RC66 |
| Timeline |
Up to 11 months retroactive |
OAS
| Requirement |
Details |
| Age 65+ |
Required |
| 10 years residency (after 18) |
Minimum for any benefit |
| 40 years for full OAS |
Maximum benefit |
| Years abroad |
May reduce benefit |
CPP
| Requirement |
Details |
| Based on contributions |
While working in Canada |
| Years abroad |
May have contributed to foreign plan |
| Totalization agreements |
May combine periods |
Foreign Assets Reporting
T1135 Foreign Income Verification
| Threshold |
Reporting Required |
| >$100,000 CAD foreign assets |
Must file T1135 |
| Each year |
If above threshold |
| Penalty |
Up to $2,500/year late |
What to Report
| Asset |
Include |
| Foreign bank accounts |
Yes |
| Foreign property |
Yes |
| Foreign investments |
Yes |
| Personal use property |
Usually no |
| Registered accounts |
No |
Selling Foreign Property
Tax Rules
| Situation |
Treatment |
| Principal residence abroad |
May be exempt if only home |
| Investment property |
Capital gains taxable |
| Foreign currency gain |
Also taxable |
Deemed Disposition
| When |
Happens |
| Become resident |
Deemed to acquire at FMV |
| Future sale |
Gain from that FMV |
Practical Checklist
Before Arrival
| Task |
Timeline |
| Research health coverage |
1 month before |
| Arrange housing |
Before arrival |
| Get travel insurance |
Before arriving |
| Notify foreign tax authority |
Follow their rules |
First Month
| Task |
Priority |
| Establish address |
Immediately |
| Apply for health card |
Day 1 |
| Open bank account |
Week 1 |
| Get phone |
Week 1 |
| Update CRA |
Within weeks |
First 3 Months
| Task |
Timeline |
| Receive health card |
3 months |
| Driver’s license |
Within 60-90 days |
| Switch insurance |
As needed |
| Credit card application |
After banking established |
First Year
| Task |
When |
| File Canadian taxes |
Following April |
| Open TFSA |
After January 1 (following year) |
| Start RRSP contributions |
When earning Canadian income |
| Review benefits eligibility |
Ongoing |