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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
Category of filer
Required
1a
1b
1c
2
3
4
5a
5b
5c
The identifying information on Page 1 above Schedule A
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Schedule A
No
No
No
No
Yes
Yes
No
No
No
Schedule B, Part I
No
No
No
No
Yes
Yes
No
No
No
Schedule B, Part II
Yes
No
Yes
No
Yes
Yes
Yes
No
Yes
Schedules C and F
No
No
No
No
Yes
Yes
No
No
No
Separate Schedule E
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Schedule E-1 (included with Separate Schedule E)
Yes
Yes
No
No
No
Yes
Yes
Yes
No
Schedule G
No
No
Yes
No
Yes
Yes
Yes
No
Yes
Schedule G-1
No
No
Yes
No
Yes
Yes
Yes
No
Yes
Separate Schedule H
No
No
No
No
No
Yes
Yes
No
No
Schedule I
No
No
No
No
No
Yes
Yes
Yes
No
Separate Schedule I-1
No
No
No
No
No
Yes
Yes
Yes
Yes
Separate Schedule J
Yes
No
No
No
No
Yes
Yes
No
No
Separate Schedule M
No
No
No
No
No
Yes
No
No
No
Separate Schedule O, Part I
No
No
No
Yes
No
No
No
No
No
Separate Schedule O, Part II
No
No
No
No
Yes
No
No
No
No
Separate Schedule P
Yes
Yes
No
No
No
Yes
Yes
Yes
No
Separate Schedule Q
No
No
No
No
No
Yes
Yes
Yes
No
Separate Schedule R
No
No
No
No
No
Yes
Yes
No
No

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