Tax Year 2017 Valid XML, Schemas and Business Rules for Form 2290 Modernized e-File (MeF)

The following links provide information and technical guidance for Software Developers and Transmitters who are interested in developing software for the Modernized e-File (MeF) Form 2290 for Tax Year (TY) 2017. 

Form 2290 Schemas and Business Rules Distribution is now through the Registered User Portal and your e-services mailbox. This mailbox is part of the Secure Object Repository (SOR). Users will access their mailbox in their existing e-services account to pick up the schema and business rules packages. Refer to the Release Memorandum for specific instructions.

Developers and other Authorized IRS e-file Providers can find information on e-filing returns through MeF in the Publication 4163 and Publication 4164.  Test Scenarios for Form 2290 are can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) Updates page located on

XML Schemas, Business Rules and Release Memo - Throughout the year, multiple versions of these documents may be in use at the same time. Special attention should be paid to the Release Memo issue date and the projected start and end dates for Assurance Testing System (ATS) and Production.

Tax Year 2017 Documents

Release Memo Schema Version ATS Date Production Date Comments
09/27/2017 2017v1.1 10/30/2017 01/08/2018

Page dated

Release Memo

Business Rule
Change Page

Release Memo
dated 05/17/2018

Business Rule
Change Page

Business Rule
Change Page

05/19/2017 2017v1.0 06/11/2017 07/01/2017 N/A

Form 9465

Version Date Posted ATS Date Production Date
CUv21.0 07/23/2019 Not Valid for ATS Not Valid for Production
CUv20.0 10/17/2018 Start: 12/09/2018 
Start: 01/08/2019
CUv19.0 06/13/2018 Start: 10/29/2018
End: 12/08/2018
Not Valid for Production
CUv18.0 05/17/2018 Not Valid for ATS Not Valid for Production


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