Travis Texas Form 5471 (Schedule O) 2012-2025

Travis Texas Form 5471 (Schedule O): What You Should Know

This information may help to make the U.S. shareholder aware of the foreign corporation's tax treatment of the U.S. shareholder's shares. This section is also known as a “stockholder” section. This section contains information that is specific to the foreign entity.  Part II. Part I provides general information about the ownership interests of U.S. shareholders in an established foreign corporation when the foreign corporation is treated as a partnership under the tax laws of both countries. Although not necessarily used, the general section may also include information about the transfer of rights or assets among the shareholders.  Part III. Part II provides information relating to the rights or assets of U.S. shareholders in a foreign corporation generally and other information relating to the foreign entity. Part IV. Part III is not used and is provided in a separate document. This part discusses the treatment of the U.S. shareholder's shares in the case of a merger or other disposition of shares. Part V. Appendix B discusses some of the more significant U.S. tax principles that are relevant to the information requirements of Sections 6038 and 6046.  Form 5471 part 3 — Foreign Shareholder Information Oct 18, 2025 — Schedule O-A is used to determine the amount of U.S. shareholder information to be reported. This section addresses a U.S. shareholder's investment in a foreign corporation generally and certain types of transactions of the U.S. shareholder. Form 5471 part 1 — U.S. Shareholder Information Sep 30, 2025 — A U.S. person holding a beneficial interest in a foreign corporation generally has to report information in the form of Schedules O or OA if the person is resident in the United States or the foreign corporation is located in the United States. U.S. shares are generally reported on Schedule O-A if the amount of U.S. shares received or expected to be received is less than or equal to 50,000 per person, or in the case of partnership income, less than or equal to 250,000. However, in certain circumstances, Schedule O may not be required for certain U.S. persons who are not eligible to report U.S. share information on Schedule O-A. The U.S. person may elect to complete and file Schedule O entirely by electronic means.

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