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Leaving Canada Tax Checklist | Emigration Guide

Updated

Leaving Canada permanently triggers a departure tax that many emigrants don’t see coming. CRA treats you as having sold all your non-exempt investments at fair market value on the day you leave, which can generate a five- or six-figure capital gains bill. Your RRSP is exempt from deemed disposition but faces 25% withholding on future withdrawals (reduced by tax treaty), and your TFSA stays intact but you can’t make new contributions — and countries like the US will tax the growth. This checklist walks through every step, from severing residential ties to filing your final return.

Before You Leave

Departure Checklist

ActionPriority
Determine residency statusHigh
Calculate departure taxHigh
Decide on propertyMedium
Update accountsMedium
File final tax returnRequired
Notify governmentRequired

Determining Departure Date

Factors
Your intentLeaving permanently
Ties severedHome, spouse, dependents
UsuallyDate you leave
CRA may reviewActual vs. claimed

Deemed Disposition

What It Means

Rule
You’re treated as ifYou sold all assets
AtFair market value
OnDate of departure
Tax onCapital gains triggered

Assets Subject to Deemed Disposition

IncludedNot Included
Stocks, investmentsCanadian real property
Foreign propertyPensions (RRSP, RPP)
Partnership interestsSome eligible capital property
Personal property over $10K

Canadian Real Property

Exemption
Not deemed soldAt departure
Taxed whenActually sold
Non-resident25% withholding applies
CertificateT2062 for clearance

Example: Deemed Disposition Tax

AssetsFMV at DepartureACBGain
Stocks$200,000$100,000$100,000
Foreign property$150,000$100,000$50,000
Total gain$150,000
Tax Calculation (2024+)
First $250K gain50% inclusion
Above $250K66.67% inclusion
Taxable amount$75,000
Tax (estimated 30%)~$22,500

Deferring Departure Tax

Security for Departure Tax

Option
Post securityWith CRA
Defer paymentUntil assets actually sold
InterestMay accumulate
FormT1244

Excluded Property Election

Form T1243
Some propertyCan be excluded
Tax deferredUntil sold
Must reportFuture disposition

RRSP and RRIF

RRSP Treatment

On DepartureNo deemed disposition
Stays in CanadaCan keep it
Future withdrawalsWithholding tax
Non-resident rate25% (or treaty rate)

Withholding on RRSP Withdrawal

AmountWithholding Rate
Any amount25% (non-resident)
Treaty reductionMay apply
US residents15% under treaty (periodic)

RRIF at Age 71

Rule
Must convertRRSP to RRIF by Dec 31 of year you turn 71
Minimum withdrawalsRequired
Withholding25% on each payment

RRSP Strategy Before Leaving

OptionConsideration
Collapse RRSP firstIf moving to low/no tax country
Keep RRSPIf treaty reduces withholding
TimingBased on destination tax rules

TFSA

TFSA as Non-Resident

Rule
Keep existing TFSAYes
ContributeNo (1% monthly penalty)
GrowthTax-free in Canada
Foreign taxMay apply in new country

TFSA Issues

CountryTreatment of TFSA
USATaxable (no treaty exemption)
UKTaxable
OthersVaries—research

If you’re moving to the US, withdraw your entire TFSA before departure — the US doesn’t recognize its tax-free status and will tax growth annually. For RRSP holders, the decision is more nuanced: the Canada-US tax treaty reduces withholding to 15% on periodic payments, which may be better or worse than collapsing the account while still a Canadian resident depending on your marginal rate. Consult a cross-border specialist before making irreversible decisions — the stakes on a $300,000+ portfolio are too high for guesswork.

Strategy

If Moving to USConsider withdrawing
WhyUS taxes TFSA growth
WhenBefore departure
RoomGone as non-resident

CPP and OAS

CPP Benefits Abroad

Qualification
Earned in CanadaBased on contributions
Receive abroadYes
Withholding25% (or treaty rate)
US treatyNo withholding

OAS Benefits Abroad

Rule
Lived in Canada 20+ yearsFull portability
Less than 20 yearsStops after 6 months abroad
Recovery taxMay still apply if high income

Non-Resident Withholding

BenefitNon-Resident Rate
CPP25% (treaty may reduce)
OAS25% (treaty may reduce)
US residents0% under treaty

Steps to Become Non-Resident

Sever Residential Ties

Primary TiesAction
HomeSell or rent (arm’s length)
Spouse/common-lawLeave with you
DependentsLeave with you

Secondary Ties

TieAction
Personal propertyMove or sell
Bank accountsClose or minimize
Credit cardsCan keep (minor tie)
Driver’s licenseSurrender
Health insuranceCancel provincial
Club membershipsCancel

Establish New Residence

In New Country
HomeSecure housing
EmploymentIf applicable
Bank accountsOpen
Tax registrationIf required

Forms to File

Departure Forms

FormPurpose
T1 Final ReturnReport income to departure date
T1161List of property on departure
T1243Deemed disposition election
T1244Security for departure tax

Final Canadian Tax Return

ReportPeriod
Worldwide incomeJanuary 1 to departure date
Departure taxDeemed dispositions
Due dateApril 30 following year

Provincial Health Insurance

Cancel Coverage

ProvinceWhen Coverage Ends
OntarioDeparture date
BCAfter 2 months
AlbertaEnd of 2nd month
OthersCheck provincial rules

Travel Insurance

Need
Before departureCovered
After cancelGet private coverage
While travellingBefore establishing elsewhere

The Bottom Line

Leaving Canada has real tax consequences that require months of planning, not days. File Form T1161 to list your property, calculate your deemed disposition gains, and consider posting security (Form T1244) to defer paying departure tax until you actually sell. Sever your residential ties cleanly — sell or rent your home at arm’s length, cancel provincial health insurance, and establish genuine residency abroad. File your final Canadian return by April 30, request a clearance certificate from CRA before distributing estate assets, and keep records for at least seven years. For complex situations, use CRA’s Form NR73 to get a formal residency determination.

Bank Accounts and Investments

Bank Accounts

Action
Keep oneMay be useful
Large accountsMay trigger questions
Notify bankChange to non-resident status

Investment Accounts

TypeTreatment
Non-registeredDeemed sold
RRSP/TFSACan keep
RESPCan keep, limits on contributions

Brokerage Accounts

Issue
Many brokeragesDon’t serve non-residents
May need toTransfer or close
ResearchBefore departure

Tax Treaties

Why They Matter

Benefit
Reduced withholdingOn pensions, investments
Tie-breaker rulesResidency determination
Avoid double taxCredit mechanisms

Key Treaty Countries

CountryRRSP WithholdingCPP/OAS
USA15% (periodic)0%
UK15%15%
Australia15%15%
Germany15%15%

After Departure

Ongoing Obligations

If You HaveRequirement
Canadian rental propertyFile Section 216 return
Canadian businessFile returns
Canadian employmentWithholding applies

Rental Property

As Non-Resident
Withholding25% of gross rent
OR file NR6Withhold on net
Annual returnSection 216

Common Mistakes

What to Avoid

MistakeConsequence
Not filing departure returnPenalties, interest
Ignoring deemed dispositionTax surprise later
Contributing to TFSA1% monthly penalty
Keeping too many tiesStill considered resident
Not planning RRSPHigher withholding

Professional Help

When to Get Advice

SituationRecommendation
Significant assetsTax accountant
Business interestsTax lawyer
Complex situationCross-border specialist
US departureUS/Canada tax specialist

Timeline

WhenAction
6-12 months beforePlan, consult professionals
3-6 months beforeStart severing ties
1-3 months beforeFinal arrangements
DepartureLast day in Canada as resident
By April 30 afterFile final return