×
tax forms found in
Tax Form Code
Tax Form Name

Federal Free Printable Form 5471 (Schedule O) (Rev. December 2012) for 2019 Federal Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2018-federal-5471-schedule-o.pdf, and you can print it directly from your computer.

Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock
Form 5471 (Schedule O) (Rev. December 2012)

Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock SCHEDULE O (Form 5471) (Rev. December 2012) OMB No. 1545-0704 Information about Schedule O (Form 5471) and its instructions is at www.irs.gov/form5471 Department of the Treasury ▶ Attach to Form 5471. Internal Revenue Service Name of person filing Form 5471 Identifying number Name of foreign corporation EIN (if any) Reference ID number (see instructions) Important: Complete a separate Schedule O for each foreign corporation for which information must be reported. Part I Part II To Be Completed by U.S. Officers and Directors (a) Name of shareholder for whom acquisition information is reported (b) Address of shareholder (c) Identifying number of shareholder (d) Date of original 10% acquisition (e) Date of additional 10% acquisition To Be Completed by U.S. Shareholders Note: If this return is required because one or more shareholders became U.S. persons, attach a list showing the names of such persons and the date each became a U.S. person. Section A—General Shareholder Information (a) Name, address, and identifying number of shareholder(s) filing this schedule (b) For shareholder’s latest U.S. income tax return filed, indicate: (1) Type of return (enter form number) (3) Internal Revenue Service Center where filed (2) Date return filed Section B—U.S. Persons Who Are Officers or Directors of the Foreign Corporation (a) Name of U.S. officer or director (b) Address (c) Social security number (c) Date (if any) shareholder last filed information return under section 6046 for the foreign corporation (d) Check appropriate box(es) Officer Director Section C—Acquisition of Stock (a) Name of shareholder(s) filing this schedule (b) Class of stock acquired (c) Date of acquisition For Paperwork Reduction Act Notice, see the Instructions for Form 5471. (d) Method of acquisition Cat. No. 61200O (e) Number of shares acquired (1) Directly (2) Indirectly (3) Constructively Schedule O (Form 5471) (Rev. 12-2012) Schedule O (Form 5471) (Rev. 12-2012) Page (f) Amount paid or value given 2 (g) Name and address of person from whom shares were acquired Section D—Disposition of Stock (a) Name of shareholder disposing of stock (b) Class of stock (c) Date of disposition (f) Amount received (d) Method of disposition (e) Number of shares disposed of (1) Directly (2) Indirectly (3) Constructively (g) Name and address of person to whom disposition of stock was made Section E—Organization or Reorganization of Foreign Corporation (a) Name and address of transferor (b) Identifying number (if any) (d) Assets transferred to foreign corporation (1) Description of assets (2) Fair market value (3) Adjusted basis (if transferor was U.S. person) (c) Date of transfer (e) Description of assets transferred by, or notes or securities issued by, foreign corporation Section F—Additional Information (a) 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 3 years, attach a statement indicating the year for which a return was filed (and, if applicable, the name of the corporation filing the consolidated return), the taxable income or loss, and the U.S. income tax paid (after all credits). (b) List the date of any reorganization of the foreign corporation that occurred during the last 4 years while any U.S. person held 10% or more in value or vote (directly or indirectly) of the corporation’s stock ▶ (c) If the foreign corporation is a member of a group constituting a chain of ownership, attach a chart, for each unit of which a shareholder owns 10% or more in value or voting power of the outstanding stock. The chart must indicate the corporation’s position in the chain of ownership and the percentages of stock ownership (see instructions for an example). Schedule O (Form 5471) (Rev. 12-2012)
Extracted from PDF file 2018-federal-5471-schedule-o.pdf, last modified January 2006

More about the Federal 5471 (Schedule O) Corporate Income Tax TY 2018

We last updated the Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock in February 2019, so this is the latest version of 5471 (Schedule O), fully updated for tax year 2018. You can download or print current or past-year PDFs of 5471 (Schedule O) directly from TaxFormFinder. You can print other Federal tax forms here.

Related Federal Corporate Income Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Federal 5471 (Schedule O).

Form Code Form Name
5471 (Schedule M) Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons
5471 (Schedule J) Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation

Download all  tax forms View all 775 Federal Income Tax Forms


Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal 5471 (Schedule O) from the Internal Revenue Service in February 2019.

Show Sources >

About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of Federal 5471 (Schedule O)

We have a total of six past-year versions of 5471 (Schedule O) in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2018 5471 (Schedule O)

Form 5471 (Schedule O) (Rev. December 2012)

2017 5471 (Schedule O)

Form 5471 (Schedule O) (Rev. December 2012)

2016 5471 (Schedule O)

Form 5471 (Schedule O) (Rev. December 2012)

Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock 2015 5471 (Schedule O)

Form 5471 (Schedule O) (Rev. December 2012)

Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock 2012 5471 (Schedule O)

Form 5471 (Schedule O) (Rev. December 2012)

Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock 2011 5471 (Schedule O)

Form 5471 (Schedule O) (Rev. December 2005)


TaxFormFinder Disclaimer:

While we do our best to keep our list of Federal Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/federal/5471-schedule-o