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Form 5471 Form Field Reference for TY2011

 
 

FORM 5471 Information Return of US Persons with Respect...

Field No.

Description

Line Ref.

 

0010

Foreign Tax Year Beginning

 

0020

Foreign Tax Year Ending

 

0025

Change In Taxable Year - No Section 898C(1)(B)

 

0030

Election - Change In Taxable Year 898C(1)(B)

 

0035

Section 898C(1)(B) Election

 

0040

Prior Filer Name(s)

 

0050

Address of Filer

 

0060

City of Filer

 

0070

State of Person

 

0080

Zip Code of Filer

 

0090

Filer's Tax Year Beginning

 

0100

Filer's Tax Year Ending

 

0110

Identifying Number

 

0130

Category of Filer-2

B(2)

0135

Category of Filer-3

B(3)

0136

Category 3 Attachment

B(3)

0140

Category of Filer-4

B(4)

0150

Category of Filer-5

B(5)

0160

Percent Voting Stock

C

0170

Person This Information Return is Filed For

D(1)

0180

Address of Person

D(2)

0182

City of Person

D(2)

0184

State of Person

D(2)

0186

Zip Code of Person

D(2)

0190

Identifying Number

D(3)

0200

Shareholder

D(4)

0210

Officer

D(4)

0220

Director

D(4)

0225

First Person's Statement

D

0230

Person This Information Return is Filed For-2

D(1)

0240

Address of Person-2

D(2)

0242

City of Person-2

D(2)

0244

State of Person-2

D(2)

0246

Zip Code of Person-2

D(2)

0250

Identifying Number-2

D(3)

0260

Shareholder-2

D(4)

0270

Officer-2

D(4)

0280

Director-2

D(4)

0285

Second Person's Statement

D

0290

Person This Information Return is Filed For-3

D(1)

0300

Address of Person-3

D(2)

0302

City of Person-3

D(2)

0304

State of Person-3

D(2)

0306

Zip Code of Person-3

D(2)

0310

Identifying Number-3

D(3)

0320

Shareholder-3

D(4)

0330

Officer-3

D(4)

0340

Director-3

D(4)

0345

Third Person's Statement

D

0350

Person This Information Return is Filed For-4

D(1)

0360

Address of Person-4

D(2)

0362

City of Person-4

D(2)

0364

State of Person-4

D(2)

0366

Zip Code of Person-4

D(2)

0370

Identifying Number-4

D(3)

0380

Shareholder-4

D(4)

0390

Officer-4

D(4)

0400

Director-4

D(4)

0405

Fourth Person's Statement

D

0407

Additional Lines of Line D Data

D

0420

Name of Foreign Corporation

1a

0425

Prior Corporation Name(s)

1a

0430

Address of Foreign Corp.

1a

0440

City of Foreign Corp.

1a

0450

State of Foreign Corp.

1a

0460

Zip Code of Foreign Corp.

1a

0465

Country of Foreign Corp.

1a

0470

Employer Identification Number

1b(1)

0475

Reference ID Number

1b(2)

0480

Country Under Whose Laws Incorporated

1c

0490

Date of Incorporation

1d

0500

Principal Place of Business (Country Code)

1e

0505

Reserved

 

0510

Business Code

1f

0520

Principal Business Activity

1g

0523

Foreign Corporation Functional Currency

1h

0525

Dormant Indicator

 

0530

Name of Branch Office in U.S

2a

0540

Address of Branch

2a

0550

City of Branch

2a

0560

State of Branch

2a

0570

Zip Code of Branch

2a

0580

Identifying Number of Branch Office

2a

0590

Taxable Income (Loss)

2b(i)

0600

U.S Income Tax Paid

2b(ii)

0610

Name of Foreign Corp. Statutory or Resident Agent

2c

0620

Address of Foreign Corp. Resident Agent

2c

0630

City of Foreign Corp. Resident Agent

2c

0640

State of Foreign Corp. Resident Agent

2c

0650

Zip Code of Foreign Corp. Resident Agent

2c

0655

Country of Foreign Corp. Resident Agent

2c

0660

Name of Person with Custody of Corp. Books

2d

0670

Address of Person with Custody

2d

0680

City of Person with Custody

2d

0690

State of Person with Custody

2d

0700

Zip Code of Person with Custody

2d

0705

Country of Person with Custody

2d

0710

Location of Books and Records

2d

0720

Description of Class of Stock

PT I(a)

0730

Number of Shares Beginning

PT I(b)(i)

0740

Number of Shares End

PTI(b)(ii)

0750

Description of Class of Stock-2

PT I(a)

0760

Number of Shares Beginning-2

PT I(b)(i)

0770

Number of Shares End-2

PTI(b)(ii)

0780

Description of Class of Stock-3

PT I(a)

0790

Number of Shares Beginning-3

PTI(b)(i)

0800

Number of Shares End-3

PTI(b)(ii)

0810

Description of Class of Stock-4

PT I(a)

0820

Number of Shares Beginning-4

PT I(b)(i)

0830

Number of Shares End-4

PTI(b)(ii)

0835

Statement Reference - BMF Use Only

PT I

0980

Name of Shareholder-1

SCH B (a)

0990

Address of Shareholder-1

SCH B (a)

1000

City of Shareholder-1

SCH B (a)

1010

State of Shareholder-1

SCH B (a)

1020

Zip Code of Shareholder-1

SCH B (a)

1030

Identifying Number of Shareholder-1

SCH B (a)

1040

Description of Stock Held by Shareholder 1-1

SCH B (b)

1050

Number of Shares Beginning of Period 1-1

SCH B (c)

1060

Number of Shares End of Period 1-1

SCH B (d)

1065

Pro Rata Share of SubPart F Income-1

SCH B (e)

1070

Description of Stock Held by Shareholder 1-2

SCH B (b)

1080

Number of Shares Beginning of Period 1-2

SCH B (c)

1090

Number of Shares End of Period 1-2

SCH B (d)

1100

Description of Stock Held by Shareholder 1-3

SCH B (b)

1110

Number of Shares Beginning of Period 1-3

SCH B (c)

1120

Number of Shares End of Period 1-3

SCH B (d)

1130

Description of Stock Held by Shareholder 1-4

SCH B (b)

1140

Number of Shares Beginning of Period 1-4

SCH B (c)

1150

Number of Shares End of Period 1-4

SCH B (d)

1170

Name of Shareholder-2

SCH B (a)

1180

Address of Shareholder-2

SCH B (a)

1190

City of Shareholder-2

SCH B (a)

1200

State of Shareholder-2

SCH B (a)

1210

Zip Code of Shareholder-2

SCH B (a)

1220

Identifying Number of Shareholder-2

SCH B (a)

1230

Description of Stock Held by Shareholder 2-1

SCH B (b)

1240

Number of Shares Beginning of Period 2-1

SCH B (c)

1250

Number of Shares End of Period 2-1

SCH B (d)

1255

Pro Rata Share of Subpart F Income-2

SCH B (e)

1260

Description of Stock Held by Shareholder 2-2

SCH B (b)

1270

Number of Shares Beginning of Period 2-2

SCH B (c)

1280

Number of Shares End of Period 2-2

SCH B (d)

1290

Description of Stock Held by Shareholder 2-3

SCH B (b)

1300

Number of Shares Beginning of Period 2-3

SCH B (c)

1310

Number of Shares End of Period 2-3

SCH B (d)

1320

Description of Stock Held by Shareholder 2-4

SCH B (b)

1330

Number of Shares Beginning of Period 2-4

SCH B (c)

1340

Number of Shares End of Period 2-4

SCH B (d)

1360

Name of Shareholder-3

SCH B (a)

1370

Address of Shareholder-3

SCH B (a)

1380

City of Shareholder-3

SCH B (a)

1390

State of Shareholder-3

SCH B (a)

1400

Zip Code of Shareholder-3

SCH B (a)

1410

Identifying Number of Shareholder-3

SCH B (a)

1420

Description of Stock Held by Shareholder 3-1

SCH B (b)

1430

Number of Shares Beginning of Period 3-1

SCH B (c)

1440

Number of Shares End of Period 3-1

SCH B (d)

1445

Pro Rata Share of Subpart F Income-3

SCH B (e)

1450

Description of Stock Held By Shareholder 3-2

SCH B (b)

1460

Number of Shares Beginning of Period 3-2

SCH B (c)

1470

Number of Shares End of Period 3-2

SCH B (d)

1480

Description of Stock Held by Shareholder 3-3

SCH B (b)

1490

Number of Shares Beginning of Period 3-3

SCH B (c)

1500

Number of Shares End of Period 3-3

SCH B (d)

1510

Description of Stock Held By Shareholder 3-4

SCH B (b)

1520

Number of Shares Beginning of Period 3-4

SCH B (c)

1530

Number of Shares End of Period 3-4

SCH B (d)

1550

Name of Shareholder-4

SCH B (a)

1560

Address of Shareholder-4

SCH B (a)

1570

City of Shareholder-4

SCH B (a)

1580

State of Shareholder-4

SCH B (a)

1590

Zip Code of Shareholder-4

SCH B (a)

1600

Identifying Number of Shareholder-4

SCH B (a)

1610

Description of Stock Held By Shareholder 4-1

SCH B (b)

1620

Number of Shares Beginning of Period 4-1

SCH B (c)

1630

Number of Shares End of Period 4-1

SCH B (d)

1635

Pro Rata Share of Subpart F Income-4

SCH B (e)

1640

Description of Stock Held By Shareholder 4-2

SCH B (b)

1650

Number of Shares Beginning of Period 4-2

SCH B (c)

1660

Number of Shares End of Period 4-2

SCH B (d)

1670

Description of Stock Held By Shareholder 4-3

SCH B (b)

1680

Number of Shares Beginning of Period 4-3

SCH B (c)

1690

Number of Shares End of Period 4-3

SCH B (d)

1700

Description of Stock Held By Shareholder 4-4

SCH B (b)

1710

Number of Shares Beginning of Period 4-4

SCH B (c)

1720

Number of Shares End of Period 4-4

SCH B (d)

1740

Name of Shareholder-5

SCH B (a)

1750

Address of Shareholder-5

SCH B (a)

1760

City of Shareholder-5

SCH B (a)

1770

State of Shareholder-5

SCH B (a)

1780

Zip Code of Shareholder-5

SCH B (a)

1790

Identifying Number of Shareholder-5

SCH B (a)

1800

Description of Stock Held By Shareholder 5-1

SCH B (b)

1810

Number of Shares Beginning of Period 5-1

SCH B (c)

1820

Number of Shares End of Period 5-1

SCH B (d)

1825

Pro Rata Share of Subpart F Income-5

SCH B (e)

1830

Description of Stock Held By Shareholder 5-2

SCH B (b)

1840

Number of Shares Beginning of Period 5-2

SCH B (c)

1850

Number of Shares End of Period 5-2

SCH B (d)

1860

Description of Stock Held By Shareholder 5-3

SCH B (b)

1870

Number of Shares Beginning of Period 5-3

SCH B (c)

1880

Number of Shares End of Period 5-3

SCH B (d)

1890

Description of Stock Held By Shareholder 5-4

SCH B (b)

1900

Number of Shares Beginning of Period 5-4

SCH B (c)

1910

Number of Shares End of Period 5-4

SCH B (d)

1915

Additional Lines of Schedule B Data

Sch B

1930

Gross Receipts (Functional Currency)

SCH C 1a

1940

Gross Receipts (U.S. Dollars)

SCH C 1a

1950

Returns (Functional Currency)

SCH C 1b

1960

Returns (U.S. Dollars)

SCH C 1b

1970

Subtract Line 1b From 1a (Functional Currency)

SCH C 1c

1980

Subtract Line 1b From 1a (U.S. Dollars)

SCH C 1c

1990

Cost of Goods Sold (Functional Currency)

SCH C 2

2000

Cost of Goods Sold (U.S. Dollars)

SCH C 2

2010

Gross Profit (Functional Currency)

SCH C 3

2020

Gross Profit (U.S. Dollars)

SCH C 3

2030

Dividends (Functional Currency)

SCH C 4

2040

Dividends (U.S. Dollars)

SCH C 4

2050

Interest (Income) (Functional Currency)

SCH C 5

2060

Interest (Income) (U.S. Dollars)

SCH C 5

2070

Gross Rents, Royalties (Functional Currency)

SCH C 6a

2080

Gross Rents, Royalties (U.S. Dollars)

SCH C 6a

2083

Gross Royalties & Fees (Functional Currency)

SCH C 6b

2085

Gross Royalties & Fees ( US Currency)

SCH C 6b

2090

Net Gain (Loss) (Functional Currency)

SCH C 7

2100

Net Gain (Loss) (U.S. Dollars)

SCH C 7

2110

Other Income (Functional Currency)

SCH C 8

2120

Reserved

SCH C 8

2130

Other Income (U.S. Dollars)

SCH C 8

2140

Attach Schedule -Other Income

SCH C 8

2150

Total Income (Functional Currency)

SCH C 9

2160

Total Income (U.S. Dollars)

SCH C 9

2170

Compensation Not Deducted (Functional Currency)

SCH C 10

2180

Compensation Not Deducted (U.S. Dollars)

SCH C 10

2190

Rents (Functional Currency)

SCH C 11a

2200

Rents (U.S. Dollars)

SCH C 11a

2203

Royalties and License Fees (Functional Currency)

SCH C 11b

2205

Royalties and License Fees (Functional Currency)

SCH C 11b

2210

Interest (Deductions) (Functional Currency)

SCH C 12

2220

Interest (Deductions) (U.S. Dollars)

SCH C 12

2230

Depreciation (Functional Currency)

SCH C 13

2240

Depreciation (U.S. Dollars)

SCH C 13

2250

Depletion (Functional Currency)

SCH C 14

2260

Depletion (U.S Dollars)

SCH C 14

2270

Taxes (Functional Currency)

SCH C 15

2280

Taxes (U.S. Dollars)

SCH C 15

2290

Other Deductions (Functional Currency)

SCH C 16

2300

Reserved

SCH C 16

2310

Other Deductions (U.S. Dollars)

SCH C 16

2320

Attach Schedule-Other Deductions

SCH C 16

2330

Total Deductions (Functional Currency)

SCH C 17

2340

Total Deductions (U.S. Dollars)

SCH C 17

2350

Net Income or (Loss) (Functional Currency)

SCH C 18

2360

Net Income or (Loss) (U.S. Dollars)

SCH C 18

2370

Extraordinary Items (Functional Currency)

SCH C 19

2380

Extraordinary Items (U.S. Dollars)

SCH C 19

2390

Provisions For Income (Functional Currency)

SCH C 20

2400

Provisions For Income (U.S. Dollars)

SCH C 20

2410

Net Income (Loss) (Functional Currency)

SCH C 21

2415

Income (Loss) (U.S. Dollars)

SCH C 21

2430

Amount of Tax in U.S. Dollars

SCH E 1(d)

2440

Name of Country or US Possession-1

SCH E 2(a)

2450

Amount of Tax in Foreign Currency-1

SCH E 2(b)

2460

Amount of Tax Conversion Rate-1

SCH E 2I

2470

Amount of Tax in U.S. Dollars-1

SCH E 2(d)

2480

Name of Country or US Possession-2

SCH E 3(a)

2490

Amount of Tax in Foreign Currency-2

SCH E 3(b)

2500

Amount of Tax Conversion Rate-2

SCH E 3I

2510

Amount of Tax in U.S. Dollars-2

SCH E 3(d)

2520

Name of Country or US Possession-3

SCH E 4(a)

2530

Amount of Tax in Foreign Currency-3

SCH E 4(b)

2540

Amount of Tax Conversion Rate-3

SCH E 4I

2550

Amount of Tax in U.S. Dollars-3

SCH E 4(d)

2560

Name of Country or US Possession-4

SCH E 5(a)

2570

Amount of Tax in Foreign Currency-4

SCH E 5(b)

2580

Amount of Tax Conversion Rate-4

SCH E 5I

2590

Amount of Tax in U.S. Dollars-4

SCH E 5(d)

2600

Name of Country or US Possession-5

SCH E 6(a)

2610

Amount of Tax in Foreign Currency-5

SCH E 6(b)

2620

Amount of Tax Conversion Rate-5

SCH E 6I

2630

Amount of Tax in U.S. Dollars-5

SCH E 6(d)

2640

Name of Country or US Possession-6

SCH E 7(a)

2650

Amount of Tax in Foreign Currency-6

SCH E 7(b)

2660

Amount of Tax Conversion Rate-6

SCH E 7I

2670

Amount of Tax in U.S. Dollars-6

SCH E 7(d)

2675

Statement Reference – BMF Use Only

Part I

2680

Total Tax in U.S. Dollars

SCH E 8(d)

2690

Cash – Beginning

SCH F 1(a)

2700

Cash – End

SCH F 1(b)

2710

Notes & Accts. Receivable – Beginning

SCH F2a(a)

2720

Notes & Accts. Receivable – End

SCH F2a(b)

2730

Less Allowance for Bad Debts – Beginning

SCH F2b(a)

2740

Less Allowance for Bad Debts – End

SCH F2b(b)

2750

Inventories – Beginning

SCH F 3(a)

2760

Inventories – End

SCH F 3(b)

2770

Other Current Assets – Beginning

SCH F 4(a)

2780

Reserved

SCH F 4(a)

2790

Other Current Assets – End

SCH F 4(b)

2800

Other Current Assets (Attach Schedule)

SCH F 4

2810

Loans To Stockholders Beginning

SCH F 5(a)

2820

Loans To Stockholders End

SCH F 5(b)

2830

Investment in Subsidiaries – Beginning

SCH F 6(a)

2840

Reserved

SCH F 6(a)

2850

Investment in Subsidiaries – End

SCH F 6(b)

2860

Investment in Subsidiaries (Attach Schedule)

SCH F 6(b)

2870

Other Investments – Beginning

SCH F 7(a)

2880

Reserved

SCH F 7(a)

2890

Other Investments – End

SCH F 7(b)

2900

Other Investments (Attach Schedule)

SCH F 7(b)

2910

Bldgs & Other Depreciables – Beginning

SCH F8a(a)

2920

Bldgs & Other Depreciables – End

SCH F8a(b)

2930

Less Accumulated Depreciation – Beginning

SCH F8b(a)

2940

Less Accumulated Depreciation – End

SCH F8b(b)

2950

Depletable Assets – Beginning

SCH F9a(a)

2960

Depletable Assets – End

SCH F9a(b)

2970

Less Accum. Depletion – Beginning

SCH F9b(a)

2980

Less Accum. Depletion – End

SCH F9b(b)

2990

Land – Beginning

SCH F10(a)

3000

Land – End

SCH F10(b)

3010

Goodwill – Beginning

SCHF11a(a)

3020

Goodwill – End

SCHF11a(b)

3030

Organization Costs – Beginning

SCHF11b(a)

3040

Organization Costs – End

SCHF11b(b)

3050

Patents, Trademarks – Beginning

SCHF11c(a)

3060

Patents, Trademarks – End

SCHF11c(b)

3070

Less Accum. Amortization – Beginning

SCHF11d(a)

3080

Less Accum. Amortization – End

SCHF11d(b)

3090

Other Assets – Beginning

SCH F12(a)

3100

Reserved

SCH F12(a)

3110

Other Assets – End

SCH F12(b)

3120

Other Assets (Attach Schedule)

SCH F 12

3130

Total Assets – Beginning

SCH F13(a)

3140

Total Assets – End

SCH F13(b)

3150

Accounts Payable – Beginning

SCH F14(a)

3160

Accounts Payable – End

SCH F14(b)

3170

Other Current Liabilities – Beginning

SCH F15(a)

3180

Reserved

SCH F15(a)

3190

Other Current Liabilities – End

SCH F15(b)

3200

Other Current Liabilities (Attach Schedule)

SCH F 15

3210

Loans from Stockholders – Beginning

SCH F16(a)

3220

Loans From Stockholders – End

SCH F16(b)

3230

Other Liabilities – Beginning

SCH F17(a)

3240

Reserved

SCH F17(a)

3250

Other Liabilities – End

SCH F17(b)

3260

Other Liabilities (Attach Schedule)

SCH F 17

3270

Preferred Stock – Beginning

SCHF18a(a)

3280

Preferred Stock – End

SCHF18a(b)

3290

Common Stock – Beginning

SCHF18b(a)

3300

Common Stock – End

SCHF18b(b)

3305

Paid-in or Capital Surplus – Beginning

SCH F19(a)

3310

Reserved

SCH F19(a)

3315

Paid-in or Capital Surplus – End

SCH F19(b)

3320

Paid-in or Capital Surplus (Attach Reconciliation)

SCH F 19

3330

Retained Earnings – Beginning

SCH F20(a)

3340

Retained Earnings – End

SCH F20(b)

3350

Less Cost of Treasury Stock – Beginning

SCH F21(a)

3360

Less Cost of Treasury Stock – End

SCH F21(b)

3370

Total Liabilities & Equity – Beginning

SCH F22(a)

3380

Total Liabilities & Equity – End

SCH F22(b)

3410

Own 10% Interest in a Partnership – Yes

SCH G 1

3420

Own 10% Interest in a Partnership – No

SCH G 1

3425

Own 10% Yes Attachment

SCH G 1

3430

Own Interest in a Trust – Yes

SCH G 2

3440

Own Interest in a Trust – No

SCH G 2

3450

Own Foreign Entities – Yes

SCH G 3

3460

Own Foreign Entities – No

SCH G 3

3465

Own Foreign Entities Yes Attachment

SCH G 3

3466

Foreign Corporation Participant 1 Box – Yes

SCH G 4

3467

Foreign Corporation Participant 1 Box – No

SCH G 4

3468

Foreign Corporation Participant 2 Box – Yes

SCH G 5

3469

Foreign Corporation Participant 2 Box – No

SCH G 5

3470

Current Year Income (Loss)

SCH H 1

3480

Capital Gains or Losses (Net Additions)

SCH H 2a

3490

Capital Gains or Losses (Net Subtractions)

SCH H 2a

3500

Depreciation & Amortization (Net Additions)

SCH H 2b

3510

Depreciation & Amortization (Net Subtractions)

SCH H 2b

3520

Depletion (Net Additions)

SCH H 2c

3530

Depletion (Net Subtractions)

SCH H 2c

3540

Investment Allowance (Net Additions)

SCH H 2d

3550

Investment Allowance (Net Subtractions)

SCH H 2d

3560

Charges To Reserves (Net Additions)

SCH H 2e

3570

Charges To Reserves (Net Subtractions)

SCH H 2e

3580

Inventory Adjustments (Net Additions)

SCH H 2f

3590

Inventory Adjustments (Net Subtractions)

SCH H 2f

3600

Taxes (Net Additions)

SCH H 2g

3610

Taxes (Net Subtractions)

SCH H 2g

3620

Other Earnings (Net Additions)

SCH H 2h

3625

Reserved

SCH H 2h

3630

Other Earnings (Net Subtractions)

SCH H 2h

3635

Other Earnings (Attach Schedule)

SCH H 2h

3640

Total Net Additions

SCH H 3

3650

Total Net Subtractions

SCH H 4

3660

Current Earnings & Profits

SCH H 5a

3670

Dastm Gain or Loss

SCH H 5b

3680

Combine Lines 5a & 5b

SCH H 5c

3690

Earnings & Profits In U.S. Dollars

SCH H 5d

3700

Exchange Rate Used For Line 5d

SCH H 5d

3710

Subpart F Income

SCH I 1

3720

Earnings Invested in US Property

SCH I 2

3730

Subpart F Income Previously Excluded

SCH I 3

3740

Previously Excluded Export Trade Income

SCH I 4

3750

Factoring Income

SCH I 5

3760

Total Lines 1-5

SCH I 6

3770

Dividends Received

SCH I 7

3780

Exchange Gain or Loss

SCH I 8

3790

Income of Foreign Corporation Blocked (Yes Box)

 

3795

Income of Foreign Corporation Blocked (No Box)

 

3800

Did Any Become Unblocked (Yes Box)

 

3805

Did Any Become Unblocked (No Box)

 

3810

Statement (If Yes, Explain)

 

3815

Additional Schedules I

 

Page Last Reviewed or Updated: 20-nov-2012