Schedule o form 5471 2011-2025

1. Click ‘Get Form’ to open Schedule O in our editor.
2. Begin by entering the name of the person filing Form 5471 and their identifying number at the top of the form.
3. For Part I, provide details about U.S. officers and directors, including names, addresses, and acquisition dates for shareholders.
4. In Section A, fill in general shareholder information such as names, addresses, and tax return details.
5. Complete Section B by listing U.S. persons who are officers or directors of the foreign corporation.
6. In Section C, document stock acquisitions by providing class of stock, acquisition dates, methods, and number of shares acquired.
7. For dispositions in Section D, enter details about the shareholder disposing of stock including class, date, method, and number of shares disposed.
8. Fill out Section E regarding organization or reorganization details including transferor information and asset descriptions.
9. Finally, complete Section F with any additional information required about past tax returns or reorganizations.

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