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Search Income Tax (ONESOURCE) Help and Support.

This article applies to:

Product: ONESOURCE Income Tax
Return type: 1065 Partnership
State: California,Connecticut,Idaho,Illinois,Kentucky,Maryland,Minnesota,Montana,Nebraska,New Jersey,New York,North Carolina,Ohio,Pennsylvania,Texas,Utah,Wisconsin
Subject: e-file

F5471-002 e-file error

This occurs when Form 5471, Item B, checkbox "3" is checked, but the return doesn't include a Category 3 Filer Statement.

Form 5471: RuleNumber:F5471-002 If Form 5471, Item B, checkbox "3" is checked, then one or more "Category 3 Filer Statements" must be attached.

To clear Form 5471, Item B, box 3:

Go to

Organizer
Foreign Information
Foreign Corporation
[NAME]
Filer Information
Filer Information
Category of Filer

.

Clear the Category 3 US person acquiring/disposing of 10% or more stock of a foreign corporation during the year
checkbox.

Do a full-recompute, then recreate the e-file.

To attach a Category 3 Filer Statement:

Go to

Organizer
Federal E-file folder
Attachments
PDF Attachments
Summary

, and select Attach PDF
.

Select Add
.

For Attachment Jurisdiction
, select Federal
.

Select Browse for file
, then Done
.

Select Upload
, then Done
.

Do a full recompute, then recreate the e-file.

note

You can also contact the IRS e-file help desk at 1-866-255-0654 to determine your best course of action for your return.