The tables below provide links to the Tax Year 2020 Release Memorandum, XML Schemas, and Business Rules for the MeF 1040 Series and Extensions.
Throughout the year, multiple versions of Business Rules and Schemas may be in use at the same time. For each version, the tables below reflect the effective dates in the Assurance Testing System (ATS) and Production System.
Tax Year 2020 Documents
- Tax Year 2020 Accepted Forms and Schedules for Individual Tax Returns and Extensions XLSX
- Tax Year 2020 Form 1040 Series Forms and Attachments List XLSX
- Tax Year 2020 Recommended Names for Portable Document Files (PDFs) Attached to 1040 MeF Submissions XLSX
- Tax Year 2020 Known Issues and Solutions XLSX
Tax Year 2020 Form 1040 Series
| Version | Date Available | ATS Date | Production Date | Comments |
|---|---|---|---|---|
| 2020v5.3 | 10/12/2021 | 10/12/2021 | 01/24/2022 | 10/12/2021: 1040 Series Schema Only |
| 2020v5.2 | 07/26/2021 | Not Valid in ATS | Not Valid in Production | 07/26/2021: 1040 Series schema only. |
| 2020v5.1 | 06/23/2021 | 06/13/2021 | 06/20/2021 | 6/23/2021: 1040/1040-NR Change pages only. |
| 2020v5.1 | 02/09/2021 | 03/07/2021 | 03/21/2021 | |
| 2020v5.0 | **11/23/2020 | 12/13/2020 | 02/12/2021 |
01/07/2021: 1040 and 1040-SS/PR Change pages only. **01/07/2021: 1040-NR Business Rule Set provided in this delivery supersede the 1040-NR Business Rule Set provided on 11/23/2020. 12/14/2020: 1040 and 1040NR Business Rule Change Pages ONLY were made available on 12/14/2020. 12/14/2020: 1040 and 1040NR Business Rule Change pages will be operational in 1040 Series and Extensions ATS on 12/20/2020. |
| 2020v4.0 | 10/17/2020 | 11/22/2020 | Not Valid in Production | |
| 2020v3.0 | 09/02/2020 | 11/02/2020 | Not Valid in Production | |
| 2020v2.0 | 07/22/2020 | Not Valid in ATS | Not Valid in Production | |
| 2020v1.0 | 06/15/2020 | Not Valid in ATS | Not Valid in Production |
Tax Year 2020 Form 4868
| Version | Date Available | ATS Date | Production Date | Comments |
|---|---|---|---|---|
| 2020v3.0 | 10/17/2020 | 11/22/2020 | 02/12/2021 | |
| 2020v2.0 | 07/22/2020 | 11/02/2020 | Not Valid in Production | |
| 2020v1.0 | 06/15/2020 | Not Valid in ATS | Not Valid in Production |
Tax Year 2020 Form 2350
| Version | Date Available | ATS Date | Production Date | Comments |
|---|---|---|---|---|
| 2020v3.0 | 10/17/2020 | 11/22/2020 | 02/12/2021 | |
| 2020v2.0 | 07/22/2020 | 11/02/2020 | Not Valid in Production | |
| 2020v1.0 | 06/15/2020 | Not Valid in ATS | Not Valid in Production |
Form 9465
| Version | Date Available | ATS Date | Production Date | Comments |
|---|---|---|---|---|
| CUv24.0 | 10/17/2020 | 11/22/2020 | 02/12/2021 | |
| CUv23.0 | 09/02/2020 | 11/02/2020 | Not Valid in Production | |
| CUv22.0 | 07/22/2020 | Not Valid in ATS | Not Valid in Production |
Form 56
| Version | Date Available | ATS Date | Production Date | Comments |
|---|---|---|---|---|
| CUv21.0 | 10/17/2020 | 11/22/2020 | 02/12/2021 | |
| CUv20.0 | 07/22/2020 | 11/02/2020 | Not Valid in Production |