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

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What are the filing requirements for Form 5471?


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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