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

 

*Secure Object Repository (SOR)

Tax Year 2022 Form 1040 Series

Version Date Available in SOR ATS Date Production Date Comments
2022v1.0 06/09/2022 Not valid in ATS Not valid in Production Form 1040 business rules and schema were made available on June 09, 2022.
2022v2.0 07/21/2022 Not valid in ATS Not valid in Production Form 1040 business rules and schema were made available on July 21, 2022.
2022v3.0 09/01/2022 10/24/2022 Not valid in Production Form 1040 business rules and schema were made available on September 01, 2022.
2022v4.0 10/13/2022 11/20/2022 Not valid in Production Form 1040 business rules and schema were made available on October 13, 2022.
2022v5.0 11/14/2022 12/11/2022 To Be Determined Form 1040 business rules and schema were made available on November 14, 2022.
2022v5.1 11/28/2022 12/18/2022 To Be Determined Form 1040 business rules and schema were made available on November 28, 2022.

Tax Year 2022 Form 4868

Version Date Available in SOR ATS Date Production Date Comments
2022v1.0 06/09/2022 10/24/2022 To Be Determined Form 4868 business rules and schema were made available on June 09, 2022.

Tax Year 2022 Form 2350

Version Date Available in SOR ATS Date Production Date Comments
2022v1.0 06/09/2022 10/24/2022 To Be Determined Form 2350 business rules and schema were made available on June 09, 2022.

Form 9465

Version Date Available in SOR ATS Date Production Date Comments
CUv25.0 07/21/2022 10/24/2022 To Be Determined

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 in SOR ATS Date Production Date Comments
CUv23.0 09/01/2022 10/24/2022 To Be Determined Form 56 business rules and schema were made available on September 01, 2022.