1041-US: Filing requirements for Form 5471 (FAQ)

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Question

What are the filing requirements for Form 5471?

Answer

Use the table to determine the filing requirements for Form 5471 based on the specific category of filer.

Required information Filer category 2 Filer category 3 Filer category 4 Filer category 5
The identifying information on Page 1 above Schedule A X X X X
Schedule A, B, C, E, and F X X
Schedule G X X X X
Schedules H and I X X
Separate Schedule J X X
Separate Schedule M X
Separate Schedule O, Part I X
Separate Schedule O, Part II X

Related topic: 1041-US: Form 5471 FAQs

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