1040-US: Form 5471 filing requirements

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.


What are the filing requirements for Form 5471?


Use the table below to determine the filing requirements for Form 5471 based on the specific category of filer. Refer to the IRS Form 5471 instructions for further information on filing requirements or exceptions from filing, see www.irs.gov/pub/irs-pdf/i5471.pdf.

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, Part I X X
Schedule B X X
Schedules C, E, and F X X
Schedule G X X X X
Schedule H X X
Schedule 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: Form 5471 - Foreign corporations FAQs (1040)

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