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IRSExempt Organizations & Benefit Plans (5000 Series)

Official form guide

Form 5471-SJ: 5471 (Schedule J)

IRS Form 5471-SJ — 5471 (Schedule J). Official IRS tax form (120.73 KB). Get AI-powered field-by-field guidance in the BrieflyGo AI Editor.

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Form Overview

IRS Form 5471-SJ - 5471 (Schedule J)

IRS Form 5471-SJ — 5471 (Schedule J). Official IRS tax form (120.73 KB). Get AI-powered field-by-field guidance in the BrieflyGo AI Editor.

5471 (Schedule J) — used to report employee benefit plans, retirement plan compliance, and related deferred compensation arrangements to the IRS.

Risk Radar

Scan points
  • 1Entering incorrect taxpayer identification information — verify SSN or EIN matches IRS records
  • 2Missing the applicable filing deadline — late filing can result in penalties and interest
  • 3Incomplete or missing required information — fill in all applicable fields
  • 4Not keeping a copy of the completed form for your records
  • 5Failing to attach required supporting documents or schedules

Plain English

5471 (Schedule J) is an official tax document used for reporting or compliance with the Internal Revenue Code. Fill it out according to the official instructions and file it with the IRS by the applicable deadline. For form-specific guidance, open it in the AI Editor.

Submission Date

  • Filing date: 2020-12-03 22:10:28
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

internal revenue codeofficialinternalguidancefield

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Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Quick Facts

Employers with retirement plans, employee benefit plans, and plan administrators who need to report plan compliance.
5471 (Schedule J) — used to report employee benefit plans, retirement plan compliance, and related deferred compensation arrangements to the IRS.
By the last day of the 7th month after the plan year ends (typically July 31 for calendar-year plans).
Filed electronically with the IRS through the DOL/IRS EFAST2 system.
The IRS and DOL require annual reporting for most employee benefit plans to ensure compliance with ERISA and tax regulations.
Provide plan identifying information, participant counts, financial data, and compliance certifications.

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Source transparency

Copyright & Licensing - US Government Forms

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BrieflyGo links to and explains official public form sources. We are not a government agency, and this page is for general form guidance, not legal advice.

Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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