1040-US: Form 5471 filing requirements

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Question

What are the filing requirements for Form 5471?

Answer 

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 

Required Information Category of Filer
1a 1b 1c 2 3 4 5a 5b 5c
The identifying information on Page 1 above Schedule A Y Y Y Y Y Y Y Y Y
Schedule A Y Y
Schedule B, Part I Y Y
Schedule B, Part II Y Y Y Y Y Y
Schedules C and F Y Y
Separate Schedule E Y Y Y Y Y Y Y
Schedule E-1 (included with Separate Schedule E) Y Y Y Y Y
Schedule G Y Y Y Y Y
Scehdule G-1 Y Y Y Y Y
Separate Schedule H Y Y
Schedule I Y Y Y
Separate Schedule I-1 Y Y Y Y
Separate Schedule J Y Y Y
Separate Schedule M Y
Separate Schedule O, Part I Y
Separate Schedule O, Part II Y
Separate Schedule P Y Y Y Y Y
Separate Schedule Q Y Y Y
Separate Schedule R Y Y

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