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Guide

Form 5472 Instructions Guide

Line-by-line instructions for IRS Form 5472. 6 parts covering the reporting corporation, the 25% foreign owner, and reportable transactions. ein.so files Form SS-4 for your EIN for $49.

Form 5472 has 6 parts: the reporting corporation (Part I), the 25% foreign owner (Part II), related parties (Part III), monetary transactions (Part IV), reportable transactions of a foreign disregarded entity (Part V), and additional information (Part VI). A foreign-owned single-member US LLC files Form 5472 attached to a pro-forma Form 1120 every year. The penalty for failure to file is $25,000 per form. Your EIN is required on the form. ein.so files Form SS-4 for your EIN for $49 (4-7 business days) or $97 Express (2-3 business days).

Form 5472 is the IRS information return that a foreign-owned US business uses to report transactions with its foreign owner. A single foreign person who owns 25% or more of a US LLC triggers the requirement. The form does not by itself create a tax bill. It is an information return that tells the IRS what money moved between you and your company. Every line below maps to the entity, attribute, and value the IRS expects. ein.so handles the EIN application; it does not provide tax advice. Confirm your Form 5472 filing with a US CPA who works with non-residents.

FactValue
Who filesForeign-owned US LLC or corporation with 25%+ foreign ownership
Attached toPro-forma Form 1120
Due date (2025 tax year)April 15, 2026
ExtensionForm 7004, extends to October 15
Penalty for failure$25,000 per form per year
Number of parts6
EIN requiredYes, on Part I and Form 1120
IRS EIN fax (for SS-4)855-215-1627

Who Files

Who Must File Form 5472?

A foreign person who owns 25% or more of a US LLC or corporation must file Form 5472 for that entity each year. A foreign-owned single-member US LLC files even with zero income and zero transactions, because the IRS treats it as a reporting corporation for this rule.

The IRS rule covers two main groups. A 25% foreign-owned US corporation files Form 5472. A foreign-owned US disregarded entity, which is the technical name for a single-member LLC owned by one foreign person, also files. The single-member LLC case is the one most ein.so customers fall into.

Foreign-Owned Single-Member LLC

One non-US person owns 100% of a US LLC. The IRS treats the LLC as a disregarded entity and requires Form 5472 with a pro-forma Form 1120 every year. This is the most common case for non-residents who used ein.so to get an EIN.

25% Foreign-Owned US Corporation

A foreign person owns 25% or more of a US C-corporation. The corporation files Form 5472 as part of its regular Form 1120 return. This applies to startup holding structures that took foreign or US investment.

Multiple Foreign Owners

Each 25%-or-more foreign owner is a separate reportable party. The LLC files one Form 5472 for each such foreign related party. Confirm the count of forms with a US CPA before you file.

Zero-Activity Year

An LLC that existed during the tax year but had no income still files Form 5472. The formation of the LLC and the EIN application are themselves reportable events. A dormant LLC does not escape the $25,000 penalty.

Structure

What Are the 6 Parts of Form 5472?

Form 5472 has 6 parts. Part I covers the reporting corporation, Part II covers the 25% foreign shareholder, Part III covers related parties, Part IV reports monetary transaction amounts, Part V reports a foreign disregarded entity's transactions, and Part VI captures additional information.

PartWhat It Reports
Part IReporting corporation (your LLC): name, EIN, address, total assets
Part II25% foreign shareholder: name, country, foreign address, US TIN if any
Part IIIRelated party details and relationship to the reporting corporation
Part IVMonetary transactions between the LLC and the foreign related party
Part VReportable transactions of a foreign-owned US disregarded entity
Part VIAdditional information and supplemental disclosures

Part I and Part II carry the identity data. Part IV and Part V carry the money data. A foreign-owned single-member LLC pays close attention to Part V, because the IRS added it specifically for disregarded entities. Skipping Part V on a single-member LLC filing is a common and expensive error.

Line-by-Line

How Do You Complete Form 5472 Line by Line?

You complete Form 5472 by filling Part I with your LLC's identity, Part II with the foreign owner's identity, Part III with the relationship, and Parts IV and V with transaction amounts. Enter your EIN on Part I. Match every name to your passport and formation documents exactly.

1

Part I - Reporting Corporation

Enter your US LLC legal name, your EIN, the LLC's US or formation address, the country of incorporation (United States), the principal business activity, and total assets at year-end. Your EIN must match the EIN on the Form SS-4 you filed.
2

Part II - 25% Foreign Owner

Enter the foreign owner's full name as on the passport, country of citizenship, country of residence, and foreign address. Enter a US TIN only if you have one. A non-resident with no SSN or ITIN leaves the US TIN field blank.
3

Part III - Related Party

Identify the related party and the nature of the relationship. For a single-member LLC, the related party is the foreign owner. Confirm the boxes that describe whether the related party is a foreign person and the owner of the disregarded entity.
4

Part IV and V - Transactions

Report dollar amounts for capital contributions, distributions, loans, repayments, service payments, and rent. A disregarded entity uses Part V for contributions and distributions. Sum amounts for the full tax year. A $0 year still requires the form.
5

Part VI and Pro-Forma 1120

Complete Part VI for any additional disclosures. Attach Form 5472 to a pro-forma Form 1120. Write "Foreign-owned U.S. DE" across the top of Form 1120, enter the name, address, and EIN, and leave the income lines blank.

Key Fields and What Non-Residents Enter

FieldWhat a Non-Resident Enters
Part I - NameYour US LLC legal name
Part I - EINYour IRS-assigned EIN (XX-XXXXXXX)
Part I - Country of incorporationUnited States
Part II - Foreign owner nameFull name as on your passport
Part II - Country of citizenshipYour country
Part II - US TINBlank if you have no SSN or ITIN
Part IV / V - AmountsDollar totals for the tax year

If you do not yet have an EIN, you cannot complete Part I. The EIN is the first dependency. ein.so files Form SS-4 by fax to the IRS at 855-215-1627 using your passport number on Line 7b. Non-residents do not need an SSN or ITIN for the EIN. See how to get an EIN and EIN without an SSN.

Transactions

What Counts as a Reportable Transaction (Part IV and V)?

A reportable transaction is any money or value that moves between the US LLC and its foreign owner. Capital you put in, distributions you take out, loans in either direction, service payments, and rent all count. Report the dollar amount in the correct part for the full tax year.

Transaction TypeExampleWhere Reported
Capital contributionOwner funds the LLC with $10,000Part V (disregarded entity)
DistributionLLC pays the owner $5,000Part V (disregarded entity)
Loan to the LLCOwner lends $20,000 to the LLCPart IV
Loan repaymentLLC repays $20,000 to the ownerPart IV
Service paymentLLC pays the owner for workPart IV
RentLLC pays rent for owner-owned propertyPart IV

Two facts trip up first-time filers. First, the money that funded your LLC at formation is a capital contribution and is reportable. Second, a year with $0 in transactions still requires a filed Form 5472, because the LLC existed during the tax year. Keep a simple ledger of every transfer between you and your LLC so the amounts are ready at filing time. Confirm the correct part for each transaction with a US CPA.

Pro-Forma 1120

Why Does Form 5472 Need a Pro-Forma Form 1120?

Form 5472 cannot be filed alone. A foreign-owned single-member US LLC attaches it to a pro-forma Form 1120, a near-blank corporate return that acts as the cover sheet. The IRS uses this paired filing to process information returns from disregarded entities.

A pro-forma Form 1120 is short for a non-resident single-member LLC. You enter the LLC name, address, and EIN at the top. You write "Foreign-owned U.S. DE" across the top of the form. You leave the income, deduction, and tax lines blank, because a disregarded entity reports income on the owner's return, not on the 1120. Form 5472 attaches behind it.

Three errors that trigger the $25,000 penalty

  1. Filing Form 5472 without the pro-forma Form 1120 attached.
  2. Leaving the EIN blank or entering an EIN that does not match Form SS-4.
  3. Missing Part V transactions on a single-member disregarded entity.

The pro-forma 1120 and Form 5472 go to a dedicated IRS address for foreign-owned disregarded entities, not the normal Form 1120 e-file path. Confirm the current mailing address and fax number in the official IRS Form 5472 instructions before you send the package. A US CPA who works with non-residents handles this routinely.

Deadline & Penalty

When Is Form 5472 Due and What Is the Penalty?

Form 5472 is due April 15 for the prior calendar tax year, the same date as Form 1120. The 2025 tax year filing is due April 15, 2026. Form 7004 extends the deadline to October 15. The penalty for failure to file a complete form on time is $25,000.

The penalty rules are strict. The IRS applies the full $25,000 to a form that is late, incomplete, or substantially wrong, not only to a missing form. If the failure continues after the IRS sends a notice, an additional $25,000 applies for each 30-day period. Filing an extension moves the deadline but does not reduce the penalty for a defective form.

Standard Deadline

April 15, 2026 for the 2025 calendar tax year. The date follows the Form 1120 deadline because Form 5472 attaches to the pro-forma 1120.

Extension to October 15

File Form 7004 by April 15 to extend the filing date to October 15. Mark your calendar; the IRS does not send reminders to foreign owners.

$25,000 Penalty

The penalty applies per form, per year, for failure to file a timely and complete return. An incomplete or error-filled form is treated the same as no form.

Continuing Failure

An extra $25,000 applies for each 30-day period after the IRS issues a notice and the failure is not corrected. Penalties stack quickly.

Read the full breakdown on Form 5472 penalties and Form 5472 deadline. For the broader overview, see the Form 5472 guide.

EIN First

How Does Your EIN Connect to Form 5472?

Your EIN is required on Part I of Form 5472 and on the pro-forma Form 1120. The IRS cannot process the filing without it. You must get the EIN before your first Form 5472 is due, which means before April 15 following the year you formed the LLC.

Non-residents get the EIN by filing Form SS-4. The IRS online EIN tool requires an SSN, so non-residents use the fax method instead. ein.so faxes your SS-4 to the IRS at 855-215-1627 with your passport number on Line 7b. No SSN or ITIN is needed. The IRS charges $0 for an EIN; ein.so charges $49 to prepare and file the form and deliver the result by email.

ServicePriceSpeedWhat You Get
ein.so Standard$494-7 business daysEIN by email, SS-4 prepared and faxed
ein.so Express$972-3 business daysPriority handling, faster delivery
ein.so ITIN Standard$197StandardITIN application support
ein.so ITIN Express$297ExpressPriority ITIN handling
IRS direct$04-7 business days if error-freeEIN only, no error checking

Get the EIN early. A new LLC that forms in 2026 needs its EIN well before the April 15, 2027 Form 5472 deadline. See EIN cost and EIN processing time for timing details, or apply now.

Filing Tips

What Are the Best Practices for Filing Form 5472?

The best practice for Form 5472 is to keep a transaction ledger all year, file with the pro-forma Form 1120, confirm your EIN matches Form SS-4, and have a US CPA review the form before sending. The $25,000 penalty makes accuracy worth the effort.

1

Keep Records All Year

Log every transfer between you and your LLC: contributions, distributions, loans, service payments, and rent. A simple spreadsheet with date, direction, amount, and type makes Part IV and Part V fast to complete.
2

Get Your EIN Early

File Form SS-4 as soon as the LLC forms. ein.so files it for $49 using your passport number; no SSN needed. Your EIN must appear on Form 5472 and Form 1120.
3

File the Pro-Forma 1120 Together

Never file Form 5472 alone. Attach it to a pro-forma Form 1120 marked "Foreign-owned U.S. DE" with the name, address, and EIN filled in and income lines blank.
4

Confirm the Address and Method

Mail or fax to the dedicated IRS address for foreign-owned disregarded entities. Verify the current address in the official IRS instructions; it differs from the standard 1120 path.
5

Have a US CPA Review

Most non-residents hire a US CPA to prepare or review Form 5472. The cost of a CPA is small next to the $25,000 penalty for an error. ein.so does not provide tax advice.

Form 5472 quick checklist

  • EIN obtained and matches Form SS-4
  • Pro-forma Form 1120 attached
  • All transactions logged for the tax year
  • Part V completed for the disregarded entity
  • Filed by April 15 or extended with Form 7004
  • BOI report handled separately at fincen.gov/boi

Next Steps

What to Do Before You File

  1. Apply for your EIN — required on Form 5472; ein.so files Form SS-4 for $49 (4-7 business days) or $97 Express
  2. Read the Form 5472 guide — full overview of the filing for foreign-owned LLCs
  3. Check the Form 5472 deadline — April 15, extendable to October 15 with Form 7004
  4. Understand Form 5472 penalties — $25,000 per form per year for failure to file
  5. File your BOI report — separate from Form 5472, free at fincen.gov/boi

EIN resources: how to get an EIN | EIN without an SSN | EIN for non-residents | SS-4 form guide | EIN for a bank account.

ein.so files Form SS-4 for your EIN and does not provide tax advice. Confirm your Form 5472 and Form 1120 filing with a US CPA who works with non-residents.

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Frequently Asked Questions

Is Form 5472 required for a foreign-owned US LLC?

Yes. A foreign-owned single-member US LLC must file Form 5472 every year, even with zero income. The rule applies when a foreign person owns 25% or more of the LLC. The form attaches to a pro-forma Form 1120. The penalty for not filing is $25,000 per form per year.

What is the penalty for not filing Form 5472?

The penalty is $25,000 per form per year. The IRS applies the same $25,000 penalty to a form that is filed late, filed incomplete, or filed with substantial errors. An additional $25,000 applies for each 30-day period after the IRS sends a notice and the failure continues.

When is Form 5472 due in 2026?

Form 5472 is due April 15, 2026, for the 2025 calendar tax year. It follows the Form 1120 deadline. You can extend to October 15 by filing Form 7004 by April 15. The extension moves the filing date only; it does not reduce the $25,000 penalty for an incomplete form.

Do I need an EIN to file Form 5472?

Yes. Your EIN goes on the reporting corporation line in Part I of Form 5472 and on the pro-forma Form 1120. The IRS cannot process the form without an EIN. ein.so files Form SS-4 and delivers your EIN by email for $49 (4-7 business days) or $97 Express (2-3 business days).

What is a pro-forma Form 1120 for Form 5472?

A pro-forma Form 1120 is a near-blank corporate return that carries Form 5472 to the IRS. A foreign-owned single-member LLC writes its name, address, and EIN on the top of Form 1120, writes 'Foreign-owned U.S. DE' across the top, and attaches Form 5472. Most income lines stay blank.

How do I file Form 5472 as a non-resident?

Mail or fax the pro-forma Form 1120 with Form 5472 attached to the dedicated IRS address for foreign-owned disregarded entities. The IRS does not accept this filing through its normal e-file path for single-member LLCs. Confirm the current mailing address and fax number in the IRS Form 5472 instructions.

What transactions go on Part IV of Form 5472?

Part IV reports monetary transactions between the LLC and its foreign owner. This includes capital contributions, distributions, loans, repayments, service payments, and rent. A foreign-owned disregarded entity also reports contributions and distributions in Part V. Report the dollar amounts; even a $0 year still requires a filed form.

Can I file Form 5472 myself or should I hire a CPA?

You can file Form 5472 yourself, but most non-residents hire a US CPA because the penalty for an error is $25,000. ein.so files your Form SS-4 for the EIN and does not provide tax advice. Confirm your Form 5472 and Form 1120 filing with a US CPA who works with non-residents.

Does every foreign-owned LLC also file a BOI report?

Most US LLCs report beneficial ownership information to FinCEN under the Corporate Transparency Act. The BOI report is separate from Form 5472 and free at fincen.gov/boi. Confirm current BOI deadlines and your status with a US CPA, since enforcement rules have changed. Review the BOI filing rules before your filing date.

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