Screen 5471-8 - Foreign Corporation Organization or Reorganization (1040)

Overview

Use this screen to complete separate schedules for organization or reorganization of foreign corporation, and acquisitions and dispositions of its stock.

Schedule O - US Officers and Directors

Enter information in this section to complete Part I and Part II, Sections A, B, C, D, and E of Schedule O.
Enter information for the U.S. officers and directors in the attached statement. If you enter four or fewer items in the statement, the information prints on the form. If you enter more than four items in the statement, the information prints on a statement attached to the return.
Enter information for the U.S. shareholders in the attached statement. If you enter two or fewer items in the statement, the information prints on the form. If you enter more than two items in the statement, the information prints on a statement attached to the return.
Enter information in the attached statement if one or more shareholders became a U.S. person while meeting the 10-percent stock ownership requirement with respect to the foreign corporation.
Enter information for the U.S. persons who are officers and directors of the foreign corporation in the attached statement. If you enter three or fewer items in the statement, the information prints on the form. If you enter more than three items in the statement, the information prints on a statement attached to the return.
Enter information for additional stock acquired during the year in the attached statement. If you enter two or fewer items in the statement, the information prints on the form. If you enter more than two items in the statement, the information prints on a statement attached to the return.
Enter information for stock dispositions made during the year in the attached statement. If you enter two or fewer items in the statement, the information prints on the form. If you enter more than two items in the statement, the information prints on a statement attached to the return.
Enter information if the foreign corporation was organized or reorganized during the year in the attached statement. If you enter two or fewer items in the statement, the information prints on the form. If you enter more than two items in the statement, the information prints on a statement attached to the return.

Schedule O - Additional Information

Enter information in this section to complete Part II, Section F of the Schedule O.
Enter information if the foreign corporation or a predecessor U.S. corporation filed, or joined with a consolidated group in filing, a U.S. income tax return for any of the last three years in the attached statement. The information prints on a statement attached to the return.
Enter the date of any reorganization of the foreign corporation that occurred during the last four years.
Enter information if the foreign corporation is a member of a group constituting a chain or ownership in the attached statement. The information prints on a statement attached to the return.
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