Monday, November 13, 2023

QuickAlerts - Technical New Modernized e-File (MeF) Business Returns Schema and Business Rules are Available.

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Subject:  New Modernized e-File (MeF) Business Returns Schema and Business Rules are Available.


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

Tax Years 2023 and 2024 / Processing Year 2024 Schemas and Business Rules are available.

Current Year Schemas and Business Rules:

  • Form 1120X                        2023v5.0
  • Form 1065                          2023v5.0
  • Form 94x Annual                2023v2.0
  • Form 990x                          2023v4.0
  • Form 990-T                         2023v5.0
  • Form 1120-POL                  2023v5.0
  • Form 8868                          2023v2.0
  • Form 5227                          2023v3.0
  • Form 1041                          2023v5.0
  • Form 9465                          CUv26.0

Current Year Business Rules Change Pages (only):

  • Form 720 Q1-Q4                 2024v2.1

Prior Year Business Rules Change Pages (only):

  • Form 1120x                         2022v5.3
  • Form 1120X                        2021v4.4
  • Form 1065                          2022v4.2
  • Form 1065                          2021v4.4
  • Form 720 Q1                      2023v2.2
  • Form 720 Q2-Q4                2023v3.0
  • Form 720 Q1                      2022v2.1
  • Form 720 Q2                      2022v2.2
  • Form 720 Q3-Q4                2022v3.1
  • Form 7004                          2022v1.0

Prior Year Schema (only):

  • Form 1065                         2022v4.3

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.

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

Software Developers and State organizations may download Schemas and Business Rules from their e-Services mailbox. To access these files, the following is needed:

  • Active e-Services account
  • Listed on an e-File application with the provider option of Software Developer or State
  • Software Developer must have an associated tax type of 1120x, 1065, 990x, 990-T, 1120-POL, 8868, 5227, 1041, 94x, 9465, 720, 7004.

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 the MeF Mailbox with the Company Name, ETIN and Schema Package(s) with Tax Year needed.

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