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Filing

Form 5471 filing requirements

Determine the filing requirements for Form 5471 based on the category of filer. Refer to the IRS Form 5471 instructions for further information on filing requirements or exceptions from filing
Required
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
Schedule 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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