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IRS Form 5471

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Form 5471 Webinar Series: Who is a Form 5471 Filer?

Portrait of Phil Hodgen

Phil Hodgen

Attorney, Principal


Are you required to file Form 5471? This session is an overview of the rules that determine whether you are required to file Form 5471 and for which category. We cover what it means to be a United States shareholder when a corporation is a controlled foreign corporation and how you compute how much stock you own in a foreign corporation. Finally, we review situations where you might have a filing requirement, but an exemption exists to excuse you from filing Form 5471.

Presented by Phil Hodgen on April 28, 2023. To join future webinars, sign up to our newsletter and receive updates.

Form 5471: Who is a Filer? (Download PDF)