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5471 Rollover / Transfer

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5471 Rollover / Transfer

LynnfromTFX

PLEASE add the following, year over year, transfer/rollover of Form 5471 data:

  • Sch B, Part II
  • Sch C Supporting Statements / Lists of Income/Expenses
  • Sch E-1 Information
  • Sch F, Prior Year Balance Sheet amounts and Supporting Statements
  • Sch J, all prior data from all years, including PTEP
  • Sch P, all prior data from all years - this is PTEP and is vital
  • Sch Q, please include in the e-file. Currently, this schedule must be printed and then attached as a pdf.
  • Sch R, please include in the e-file. Currently, this schedule must be printed and then attached as a pdf.

 

ALSO please add a conversion calculation to Sch F, just like you currently have for Sch C. 

Add Form 8992

Thank you for your time and consideration!!!!

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