1205 Form 5471 (Schedule O) (PDF)

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f5471so.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

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SCHEDULE O (Form 5471)

(Rev. December 2012)

Department of the Treasury Internal Revenue Service

Information about Schedule O (Form 5471) and its instructions is at www.irs.gov/form5471

• Attach to Form 5471.

Name of person filing Form 5471 Identifying number

Name of foreign corporation EIN (if any) Reference ID number (see instructions)

Important: Complete a separate Schedule O for each foreign corporation for which information must be reported.

Part I To Be Completed by U.S. Officers and Directors

(d) Date of original 10% acquisition

(e) Date of additional

10% acquisition

(a) Name of shareholder for whom acquisition information is reported

(b) Address of shareholder

(c) Identifying number

of shareholder

Part II To Be Completed by U.S. Shareholders Note: If this return is required because one or more shareholders became U.S. persons, attach a list showing the names of such persons and the date each became a U.S. person.

Section A—General Shareholder Information

(a) Name, address, and identifying number of

shareholder(s) filing this schedule

(1) Type of return (enter form number)

(b) For shareholder’s latest U.S. income tax return filed, indicate:

(2) Date return filed

(c) Date (if any) shareholder

last filed information return under section 6046 for the foreign corporation

(d) Check appropriate

box(es) Officer Director

(3) Internal Revenue Service Center

where filed

Section B—U.S. Persons Who Are Officers or Directors of the Foreign Corporation

(a) Name of U.S. officer or director

(a) Name of shareholder(s) filing this schedule

(b) Class of stock

acquired

(b) Address

Section C—Acquisition of Stock

(c) Social security number

(c) Date of acquisition

(d) Method of acquisition

(1) Directly

(e) Number of shares acquired

(3) Constructively

(2) Indirectly

For Paperwork Reduction Act Notice, see the Instructions for Form 5471. Cat. No. 61200O Schedule O (Form 5471) (Rev. 12-2012)

Schedule O (Form 5471) (Rev. 12-2012) Page 2

(f) Amount paid or value given

(a) Name of shareholder disposing of stock

(f) Amount received

(g) Name and address of person from whom shares were acquired

Section D—Disposition of Stock

(g) Name and address of person to whom disposition of stock was made

(1) Directly

(e) Number of shares disposed of

(b) Class of stock

(c) Date of disposition

(d) Method of disposition

(2) Indirectly

(3) Constructively

(c) Date of transfer

Section E—Organization or Reorganization of Foreign Corporation

(3) Adjusted basis (if transferor was

U.S. person)

(b) Identifying number (if any)

(e) Description of assets transferred by, or notes or

securities issued by, foreign corporation

(1) Description of assets

(a) Name and address of transferor

(d) Assets transferred to foreign corporation

(2) Fair market value

Section F—Additional Information

(a) If the foreign corporation or a predecessor U.S. corporation filed (or joined with a consolidated group in filing) a U.S. income tax return for any of the last 3 years, attach a statement indicating the year for which a return was filed (and, if applicable, the name of the corporation filing the consolidated return), the taxable income or loss, and the U.S. income tax paid (after all credits).

(b) List the date of any reorganization of the foreign corporation that occurred during the last 4 years while any U.S. person held 10% or more in value or vote (directly or indirectly) of the corporation’s stock ^▶

(c) If the foreign corporation is a member of a group constituting a chain of ownership, attach a chart, for each unit of which a shareholder owns 10% or more in value or voting power of the outstanding stock. The chart must indicate the corporation’s position in the chain of ownership and the percentages of stock ownership (see instructions for an example).

Schedule O (Form 5471) (Rev. 12-2012)