Form 5472 Transaction Categorizer
Organize owner money, related-party services, loans, rent, interest, and formation costs into Part IV candidates, Part V statement support, or review-needed rows.
Add a Transaction
Review before copying numbers into a return.
Form 5472 Part IV covers monetary transactions with a related party. For a foreign-owned disregarded entity, owner contributions, formation costs, and distributions often belong in the Part V statement support trail instead. This tool gives a worksheet, not a final tax determination.
Common examples
- State formation filing fee paid by owner → Part V statement support
- Registered agent annual fee paid by owner → Part V statement support
- Owner funded LLC bank account → Part V capital contribution support
- LLC paid owner for consulting → Part IV Line 29 services paid candidate
- LLC distributed profits to owner → Part V distribution support
- Owner loan to LLC → Line 17b review, because the form asks for balance-style loan amounts
Result
0 rowsNo transactions added yet. Add your first transaction above.
Official sources
This tool provides general guidance. Consult a tax professional for complex transaction categorization.
Get Filing Reminders & Tax Tips
Join foreign LLC owners who stay compliant. No spam, unsubscribe anytime.
We respect your privacy. No spam, ever.