The tables below provide links to the tax year 2021 release memorandum, XML schemas, and business rules for the Modernized e-File (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 2021 documents
- Tax year 2021 accepted forms and schedules for individual tax returns and extensions XLSX
- Tax year 2021 Form 1040 series forms and attachments list XLSX
- Tax year 2021 recommended names for portable document files (PDFs) attached to 1040 MeF submissions XLSX
- Tax year 2021 known issues and solutions XLSX
Tax year 2021 Form 1040 series
| Version | Date available | ATS date | Production date | Comments |
|---|---|---|---|---|
| 2021v5.4 | 03/01/2024 | 02/18/2024 | 02/18/2024 | 02/29/2024: Form 1040 series business rules only. |
| 2021v5.3 | 05/12/2022 | 06/05/2022 | 06/19/2022 | 05/11/2022: Form 1040 series business rules and schema are scheduled for availability by Thursday, May 12, 2022. |
| 2021v5.2 | 02/10/2022 | 03/06/2022 | 03/20/2022 |
03/09/2022: Forms 1040 and 1040-NR business rule change pages only, related to Form 2441, will be available by Friday, March 11, 2022. 02/07/2022: Form 1040 series business rules and schema are scheduled for availability by Thursday, February 10, 2022. |
| 2021v5.1 | 01/13/2022 | 01/19/2022 | 01/24/2022 | 01/11/2022: Form 1040 schema and change page only will be available on Thursday, January 13, 2022. |
| 2021v5.0 | 11/08/2021 | 12/12/2021 | 01/24/2022 |
12/20/2021: Forms 1040 and 1040-NR change pages only will be available on Tuesday, December 21, 2021 12/13/2021: Change pages only are available for Forms 1040 and 1040-NR |
| 2021v4.0 | 10/12/2021 | 11/21/2021 | Not valid in production | |
| 2021v3.0 | 08/30/2021 | 10/12/2021 | Not valid in production | |
| 2021v2.0 | 07/26/2021 | Not valid in ATS | Not valid in production | |
| 2021v1.0 | 06/14/2021 | Not valid in ATS | Not valid in production |
Tax year 2021 Form 4868
| Version | Date available | ATS date | Production date | Comments |
|---|---|---|---|---|
| 2021v1.1 | 02/10/2022 | 03/06/2022 | 03/20/2022 | 02/07/2022: Form 4868 business rules and schema are scheduled for availability by Thursday, February 10, 2022. |
| 2021v1.0 | 08/30/2021 | 10/12/2021 | 01/24/2022 | 08/30/2021: Change page only |
| 2021v1.0 | 06/14/2021 | Not valid in ATS | Not valid in production |
Tax year 2021 Form 2350
| Version | Date available | ATS date | Production date | Comments |
|---|---|---|---|---|
| 2021v1.1 | 02/10/2022 | 03/06/2022 | 03/20/2022 | 02/07/2022: Form 2350 business rules and schema are scheduled for availability by Thursday, February 10, 2022. |
| 2021v1.0 | 08/30/2021 | 10/12/2021 | 01/24/2022 | 08/30/2021: Change page only |
| 2021v1.0 | 06/14/2021 | Not valid in ATS | Not valid in production |
Form 9465
| Version | Date available | ATS date | Production date | Comments |
|---|---|---|---|---|
| CUv25.0 | 07/21/2022 | 10/24/2022 | Not valid in production |
Form 9465 business rules were made available on July 21, 2022. Form 9465 schema were made available October 25, 2022. |
Form 56
| Version | Date available | ATS date | Production date | Comments |
|---|---|---|---|---|
| CUv23.0 | 09/01/2022 | 10/24/2022 | Not valid in production | Form 56 business rules and schema were made available on September 1, 2022. |