Tax Year 2020 Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions

 

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 Form 1040 Series

Version Date Available ATS Date Production Date Comments
2020v5.3 10/12/2021 10/12/2021 Not Valid in Production 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