Thursday, December 28, 2023

QuickAlerts - Technical Form 1040 Series updated business rules are available

Having trouble viewing this email? View it as a Web page.                                                                                                                                                  Bookmark and Share

IRS.gov Banner
QuickAlerts for Tax Professionals December 28, 2023

e-file Resources

QuickAlerts Library

QuickAlerts Article

QuickAlerts Brochure

e-file for Tax Pros

Software Developers

IRS.gov

Refund Information


Other Useful Links

Tax Professionals Home

All Forms and Instructions

Training and
Communication Tools

e-Services

Disaster Relief

Internal Revenue Bulletins


Subject: Form 1040 Series updated business rules are available.


Attention: Software Developers, Return Transmitters and Authorized IRS e-File Providers/EROs

Tax Year 2023 / Processing Year 2024 business rule updates

  • Form 1040 Series 2023v5.0 updated.
  • Use the 2023v5.0 with the SOR distribution date of 12/28/2023.

Note: This is a required update to Tax Year 2023 version 5.0 business rules. The schema with a release date of 12/01/2023 and a SOR distribution date of 12/07/2023 has been repackaged with updated rules for a comprehensive package. The schema change in Tax Year 2023 noted above is identified in this SOR distribution.

Previous Tax Year 2023 version 5.0 packages dated 11/16/2023 and 12/07/2023 should not be used.

Two new business rules included in this package, SA-F8936-030, SA-F8936-031, will not be available for ATS testing.

Software Developers and State organizations may download Modernized e-File (MeF) schemas and business rules from their e-Services mailbox. To access these files, you must have:

  • An active e-Services account
  • An e-File application with the Software Developer or State provider option with the associated tax type of 1040, 2350, 4868, 56 or 9465

Please visit the Modernized e-File (MeF) Schemas and Business Rules page on IRS.gov for more information about MeF Schemas and Business Rules.

You may have several messages in your account. Please open all of them to find the set you would like to download. After 60 days the messages are purged. If you have the appropriate role and do not have these files available for download within 48 hours, please contact MeF Mailbox with the Company Name, ETIN and schema package(s) with tax year needed. Note: If only minor changes occur, Software Developers are not required to use the new version. If the major number changes, all software must reflect the new version. 

Back to Top


Thank you for subscribing to QuickAlerts for Tax Professionals, an IRS e-mail service.

If you have an idea or a question related to QuickAlerts you can contact us by e-mail. Submissions which are not related to QuickAlerts will not be processed. If you have tax related questions you should pursue normal customer service channels provided on IRS.gov.

If you know someone who might want to subscribe to this mailing list, please forward this message to them so they can subscribe.

This message was distributed automatically. Please Do Not Reply To This Message.


This email was sent to business.solutions.ve@gmail.com by: Internal Revenue Service (IRS) · Internal Revenue Service · 1111 Constitution Ave. N.W. · Washington DC 20535 GovDelivery logo

No comments:

Post a Comment