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Foreign Form 5471 & 5471 Schedules

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K1 Aggregator support Foreign Form 5471, and can be produced by opening your investment and clicking on the 'Foreign Forms' tab. After selecting a Transferee (or entering a new Transferee), you can scroll to the far right and check the 'Form 5471' checkbox to enable the form.

After opening the 5471, please select the Category of Filer to open the appropriate Schedule(s) for Foreign Form 5471. When initially started, no filer category is selected and no schedules will be shown.
 

 

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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