Updates for TY2023
The links below provide information and technical guidance for software developers and transmitters who are interested in developing software for the Modernized e-File Forms 990, 990-EZ, 990-N, 990-PF, 990-T, 1120-POL, 8868, 4720, 5227 and 5330 for tax year (TY) 2023 and Form 8038-CP for TY2024. Included are the XML schemas, business rules, release memorandums and specific instructions.
Developers and other authorized IRS e-file providers can find information on e-filing returns through MeF in Publication 4163 PDF and Publication 4164.
Test scenarios for the Form 990 family, 990-N, 990-T, 1120-POL, 8868, 4720, 5227, 5330, and 8038-CP are listed on the Exempt organizations and other tax-exempt entities MeF Assurance Testing System (ATS) test scenarios page.
General testing information can be found in Publication 5078 PDF.
Tax year 2023 documents
- Tax year 2023 Forms 990/990-EZ/990-PF XLSX, 990-T XLSX, 1120-POL XLSX, 4720 XLSX, 5330 XLSX, and 8038-CP XLSX MeF forms attachment listing
- Tax year 2023 Form 8868 for exempt organizations MeF return due dates PDF
- Tax year 2023 Form 8868 for Form 5330 MeF return due dates PDF
- Tax year 2023 stylesheets: MeF stylesheets
- Known e-file issues and solutions Production & Acceptance Testing System (ATS): Current valid schemas
Form 990/990-EZ/990-PF
Links to Form 990 TY2023 schemas, business rules, release memos
| Version | Available date | ATS dates | Production dates |
|---|---|---|---|
|
(change pages) |
12-16-2024 | Start date: 12-15-2024 End date: |
Start date: 01-15-2025 End date: |
|
(corrected) |
11-12-2024 | Start date: 12-15-2024 End date: |
Start date: 01-15-2025 End date: |
| 2023v6.0 | 10-10-2024 | Start date: 11-17-2024 End date: 12-14-2014 |
Not operational in Production |
| 2023v5.1 | 04-18-2024 | Start date: 06-02-2024 End date: 11-16-2024 |
Start date: 06-16-2024 End date: 12-26-2024 |
| 2023v5.0 | 02-08-2024 | Start date: 03-03-2024 End date: 11-16-2024 |
Start date: 03-17-2024 End date: 12-26-2024 |
| 2023v4.0 | 11-13-2023 | Start date: 12-17-2023 End date: 03-02-2024 |
Start date: 01-16-2024 End date: 03-16-2024 |
| 2023v3.1 | 10-12-2023 | Start date: 11-19-2023 End date: 12-16-2023 |
Not operational in production |
| 2023v3.0 | 08-31-2023 | Start date: 10-23-2023
End date: 12-16-2023 |
Not operational in production |
| 2023v2.0 | 07-20-2023 | Not operational in ATS | Not operational in production |
| 2023v1.0 | 06-08-2023 | Not operational in ATS | Not operational in production |
Form 990-N
Links to Form 990-N TY2023 schemas, business rules, release memos
| Version | Available date | ATS dates | Production dates |
|---|---|---|---|
| 2023v1.0 | 08-31-2023 | Start date: 10-23-2023
End date: |
Start date: 01-16-2024 End date: |
Form 990-T
Links to Form 990-T TY2023 schemas, business rules, release memos
| Version | Available date | ATS dates | Production dates |
|---|---|---|---|
|
(change pages) |
12-16-2024 | Start date: 11-17-2024 End date: 12-14-2024 |
Start date: 01-15-2025 |
|
(corrected) |
11-12-2024 | Start date: 12-15-2024 End date: |
Start date: 01-15-2025 End date: |
| 2023v8.0 | 10-10-2024 | Start date: 11-17-2024 End date: 12-14-2024 |
Not operational in Production |
| 2023v7.0 | 04-18-2024 | Start date: 06-02-2024 End date: 11-16-2024 |
Start date: 06-16-2024 End date: 12-26-2024 |
| 2023v6.0 |
02-08-2024 | Start date: 03-03-2024 End date: 06-01-2024 |
Start date: 03-17-2024 End date: 06-15-2024 |
| 2023v5.0 | 11-13-2023 | Start date: 12-17-2023 End date: 03-02-2024 |
Not operational in production |
| 2023v4.0 | 10-12-2023 | Start date: 11-19-2023 End date: 12-16-2023 |
Not operational in production |
| 2023v3.0 | 08-31-2023 | Start date: 10-23-2023
End date: |
Not operational in production |
| 2023v2.0 | 07-20-2023 | Not operational in ATS | Not operational in production |
| 2023v1.0 | 06-08-2023 | Not operational in ATS | Not operational in production |
Form 1120-POL
Links to Form 1120-POL TY2023 schemas, business rules, release memos
| Version | Available date | ATS dates | Production dates |
|---|---|---|---|
|
(change pages) |
12-16-2024 | Start date: 12-15-2024 End date: |
Start date: 01-15-2025 End date: |
|
(corrected) |
11-12-2024 | Start date: 12-15-2024 End date: |
Start date: 01-15-2025 End date: |
| 2023v8.0 | 10-10-2024 | Start date: 11-17-2024 End date: 12-14-2024 |
Not operational in Production |
| 2023v7.0 | 04-18-2024 | Start date: 06-02-2024 End date: 11-16-2024 |
Start date: 06-16-2024 End date: 12-26-2024 |
| 2023v6.0 | 02-08-2024 | Start date: 03-03-2024 End date: 06-01-2024 |
Start date: 03-17-2024 End date: 06-15-2024 |
| 2023v5.0 | 11-13-2023 | Start date: 12-17-2023 End date: 03-02-2024 |
Not operational in production |
| 2023v4.0 | 10-12-2023 | Start date: 11-19-2023 End date: 12-16-2023 |
Not operational in production |
| 2023v3.0 | 08-31-2023 | Start date: 10-23-2023
End date: |
Not operational in production |
| 2023v2.0 | 07-20-2023 | Not operational in ATS | Not operational in production |
| 2023v1.0 | 06-08-2023 | Not operational in ATS | Not operational in production |
Form 8868
Links to Form 8868 TY2023 schemas, business rules, release memos
| Version | Available date | ATS dates | Production dates |
|---|---|---|---|
| 2023v2.0 | 11-13-2023 | Start date: 12-17-2023
End date: |
Start date: 03-17-2024 End date: |
| 2023v1.0 | 08-31-2023 | Start date: 10-23-2023
End date: 12-16-2023 |
Not operational in production |
Form 4720
Links to Form 4720 TY2023 schemas, business rules, release memos
| Version | Available date | ATS dates | Production dates |
|---|---|---|---|
| 2023v1.0 | 08-31-2023 | Start date: 10-23-2023
End date: |
Start date: 01-16-2024 End date: |
Form 5227
Links to Form 5227 TY2023 schemas, business rules, release memos
| Version | Available date | ATS dates | Production dates |
|---|---|---|---|
| 2023v4.1 | 04-18-2024 | Start date: 06-02-2024 End date: |
Start date: 06-16-2024 End date: |
| 2023v4.0 | 02-08-2024 | Start date: 03-03-2024 End date: |
Start date: 03-17-2024 End date: |
| 2023v3.0 | 11-13-2023 | Start date: 12-17-2023 End date: 03-02-2024 |
Start date: 01-16-2024 End date: 03-16-2024 |
| 2023v2.0 | 10-12-2023 | Start date: 11-19-2023 End date: 12-16-2023 |
Not operational in production |
| 2023v1.1 | 08-31-2023 | Start date: 10-23-2023
End date:11-18-2023 |
Not operational in production |
| 2023v1.0 | 08-31-2023 | Start date: 10-23-2023
End date: 11-18-2023 |
Not operational in production |
Form 5330
Links to Form 5330 TY2023 schemas, business rules, release memos
| Version | Available date | ATS dates | Production dates |
|---|---|---|---|
| 2023v1.0 | 08-31-2023 | Start date: 10-23-2023
End date: |
Start date: 01-16-2024 End date: |
Form 8038-CP
Links to Form 8038-CP TY2024 schemas, business rules, release memos
| Version | Available date | ATS dates | Production dates |
|---|---|---|---|
| 2024v1.0 | 08-31-2023 | Start date: 10-23-2023
End date: |
Start date: 01-16-2024 End date: |