Foreign Forms in K1 Aggregator: What Is Supported

Forms

Form	Tax years	Includes
Form 926	2019 to 2025	Parts I to IV and statements. Form 926 and Form 5471 share one transferee table.
Form 5471	2019 to 2025	General information and Schedules A, B, C, E, F, G, G-1, H, H-1, I, I-1, J, M, O, P, Q and R, with statements. The Category of Filer you select determines which schedules open.
Form 8621	2019 to 2025	General information and Parts III, V and VI, with statements.
Form 8865	2019 to 2025	General information and Schedules A, A-1, A-2, A-3, B, G, H, K, L, M, N, O and P, with statements.
Form 8886	2019 to 2025	The main form, with a statement.
Form 8858	2024 to 2025	General information and Schedules C, C-1, F, G, H, I, J and M, with statements. The tab appears for tax year 2024 and later.

K1 Aggregator does not create Forms 8938, 8990 or 1042-S.

Where to find foreign forms

In an investment, open the Foreign Disclosure Forms tab. It has the sub-tabs Form 926/5471, Form 8865, Form 8621, Form 8886 and Form 8858.
For the whole instance, open Foreign Forms in the left navigation. It has a tab for each form.

How forms are created

Manually. Select Add Transferee. Only the name is required. The reference number cannot contain spaces or special characters.
From a K-1 upload. K1 Reader maps supplemental K-1 pages into entries for Forms 926, 5471, 8621, 8865 and 8886. Review the results, because supplemental pages vary. Form 8858 is entered manually.
From the prior year. A rollover copies transferee records. See Rollover.

What is not supported:

K1 Reader does not read completed Form 8621 or Form 8865 PDFs.
Form 8865 uploaded as a K-1 is not supported. Enter it manually.
K-3 Part VII data does not create Form 8621.
Foreign forms are not integrated into CCH Axcess.

Rollover

Item	Rolls over?
Transferee records	Yes, for all forms.
Form 926 answers	Not automatically. Use Copy Prior Year Form on the transferee form. It replaces all data currently saved on the form.
Answers on Forms 5471, 8621, 8865 and 8886	No.
Form 8858 form selections	No.

Reports

Download Status Report gives a Status Report for each of Forms 926, 5471, 8621, 8865 and 8886. There is no Form 8858 status report.
The Form 926 Transferee Summary report shows the transferee name and EIN or reference number. It does not include the mailing address.
For Form 8621, use the Advanced Reporting grid Form 8621 Foreign Disclosures.

Locked investments: when an investment is locked, you cannot add or delete foreign forms. You can still download them.

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