Tax Year 2021 Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions

 

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 Form 1040 Series

Version Date Available ATS Date Production Date Comments
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 1040NR 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 01, 2022.