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Can I do e-file first 1040 with Form 8938 and then do Form 1040X for Form 5471 ?

Hi,

 

Can I do e-file first 1040 with Form 8938 and then do Form 1040X for Form 5471 ?

 

Given these, 

 

Can I e-file IRS first, without Form 5471? After e-filing, then can I do the Form1040x and send Form 5471 via postal mail?

 

For California, they don't need Form 5471, so I am good. Is my assumption correct?

 

Thanks

SSV

 

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1 Reply
LindaS5247
Expert Alumni

Can I do e-file first 1040 with Form 8938 and then do Form 1040X for Form 5471 ?

You can do this as long as you file the 5471 with the 1040X, before the filing deadline including extensions.   

 

The Form 5471 instructions states that the Form must be attached to the appropriate tax return therefore you must mail in the tax return, in your case Form 1040X with Form 5471 attached.

 

Click here for instructions for Form 5471.

 

 


 

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