Tax Year 2022 Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions

 

The tables below provide links to the Tax Year 2022 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 2022 Documents

  • Tax Year 2022 Accepted Forms and Schedules for Individual Tax Returns and Extensions
  • Tax Year 2022 Form 1040 Series Forms and Attachments List
  • Tax Year 2022 Recommended Names for Portable Document Files (PDFs) Attached to 1040 MeF Submissions  
  • Tax Year 2022 Known Issues and Solutions 

Tax Year 2022 Form 1040 Series

Version Date Available ATS Date Production Date Comments
2022v1.0 06/09/2022 Not valid in ATS Not valid in Production 06/07/2022:  Form 1040 Business Rules and Schema are scheduled for availability by Thursday, June 09, 2022.

Tax Year 2022 Form 4868

Version Date Available ATS Date Production Date Comments
2022v1.0 06/09/2022 Not valid in ATS Not valid in Production 06/07/2022:  Form 4868 Business Rules and Schema are scheduled for availability by Thursday, June 09, 2022.

Tax Year 2022 Form 2350

Version Date Available ATS Date Production Date Comments
2022v1.0 06/09/2022 Not valid in ATS Not valid in Production 06/07/2022:  Form 2350 Business Rules and Schema are scheduled for availability by Thursday, June 09, 2022.

Form 9465

Version Date Available ATS Date Production Date Comments
CUv24.1 02/10/2022 03/06/2022 03/20/2022 02/07/2022: Form 9465 Business Rules and Schema are scheduled for availability by Thursday, February 10, 2022.

Form 56

Version Date Available ATS Date Production Date Comments
CUv22.1 02/10/2022 03/06/2022 03/20/2022 02/07/2022:  Form 56 Business Rules and Schema are scheduled for availability by Thursday, February 10, 2022.