Thursday, February 8, 2024

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 720                          TY 2024Q1v2.2
  • Form 720                          TY 2024Q2v2.2
  • Form 720                          TY 2024Q3v2.2
  • Form 720                          TY 2024Q4v2.2
  • Form 990x                        TY 2023v5.0
  • Form 990-T                       TY 2023v6.0
  • Form 1041                        TY 2023v6.0
  • Form 1065                        TY 2023v5.1
  • Form 1120x                      TY 2023v5.1
  • Form 1120-POL                TY 2023v6.0
  • Form 5227                        TY 2023v4.0

Current Year Schema (only):

  • Form 8849                         TY 2024v1.0

Current Year Business Rules Change Pages (only):

  • Form 941                           TY 2024Q1v1.0
  • Form 940                           TY 2023v2.0
  • Form 943                           TY 2023v2.0
  • Form 4720                         TY 2023v1.0
  • Form 5330                         TY 2023v1.0
  • Form 8038-CP                   TY 2024v1.0
  • Form 8868                         TY 2023v2.0

Prior Year Schemas and Business Rules:

  • Form 720                           TY 2023Q4v3.1

Prior Year Business Rules Change Pages (only):

  • Form 990x                         TY 2022v5.0
  • Form 990x                         TY 2021v4.3
  • Form 990-T                        TY 2022v7.1
  • Form 990-T                        TY 2021v4.4
  • Form 1120-POL                 TY 2022v6.1
  • Form 1120-POL                 TY 2021v3.3
  • Form 4720                         TY 2022v3.0
  • Form 4720                         TY 2021v2.0
  • Form 5330                         TY 2022v3.0
  • Form 5330                         TY 2021v1.0
  • Form 8038-CP                   TY 2023v4.0
  • Form 8038-CP                   TY 2022v1.0

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 720, 940, 941, 943, 941SSPR 990X, 990-T, 1041,1065, 1120, 1120-POL, 4720, 5227, 5330, 8038-CP, 8849.

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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