| Government Form |
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|---|---|---|---|---|
| Worksheet | Section | Field | ||
| Name of person | General > Basic Data | General |
First name and initial > Taxpayer Last name > Taxpayer First name and initial > Spouse Last name > Spouse |
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| Identifying number | General > Basic Data | General |
Social security number > Taxpayer Social security number > Spouse |
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| Name of foreign corporation | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Foreign Corporation |
Corporation name Corporation name continued |
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| EIN | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Foreign Corporation | Employer identification number | |
| Reference ID number | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Foreign Corporation | Reference ID number | |
| a | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | Separate category code | |
| Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Foreign Corporation | Separate category code (default) | ||
| b | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | If separate category is 901j, enter the sanctioned country | |
| Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Foreign Corporation | If separate category is 901j, enter the sanctioned country | ||
| Part I - Accumulated E&P of Controlled Foreign Corporation | ||||
| Check box | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | Person filing return does not have all U.S Shareholders' information to complete an amount in column (e) | |
| (a) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (a) Post-2017 E&P not previously taxed | |
| (b) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (b) Post-1986 undistributed earnings | |
| (c) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (c) Pre-1987 E&P not previously taxed | |
| (d) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (d) Hovering deficit and deduction for suspended taxes | |
| (e)(i) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (e)(i) Reclassified section 965(a) PTEP | |
| (e)(ii) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (e)(ii) Reclassified section 965(b) PTEP | |
| (e)(iii) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (e)(iii) General section 959(c)(1) PTEP | |
| (e)(iv) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (e)(iv) Reclassified section 951A PTEP | |
| (e)(v) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (e)(v) Reclassified section 245A(d) PTEP | |
| (e)(vi) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (e)(vi) Section 965(a) PTEP | |
| (e)(vii) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (e)(vii) Section 965(b) PTEP | |
| (e)(viii) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (e)(viii) Section 951A PTEP | |
| (e)(ix) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (e)(ix) Section 245A(d) PTEP | |
| (e)(x) | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | (e)(x) Section 951(a)(1)(A) PTEP | |
| (f) | Calculated | |||
| Part II - Nonpreviously Taxed E&P Subject to Recapture as Subpart F Income | ||||
| 1 | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | Balance at beginning of year | |
| 2 | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | Additions (amounts subject to future recapture) | |
| 3 | Foreign > 5471 - Return of U.S. Persons with Respect to Certain Foreign Corporations | Detail > Schedule J - Accumulated Earnings and Profits of CFC | Subtractions (amounts recaptured in current year) | |
| 4 | Calculated | |||
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