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 XLSX
- Tax year 2022 Form 1040 series forms and attachments XLSX
- Tax year 2022 recommended names for Portable Document Files (PDFs) attached to 1040 MeF submissions XLSX
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 9, 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 1, 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 | 01/23/2023 | Form 1040 business rules and schema were made available on November 14, 2022. |
| 2022v5.1 | 11/28/2022 | 12/18/2022 | 01/23/2023 | Form 1040 business rules and schema were made available on November 28, 2022. |
| 2022v5.2 | 02/09/2023 | 03/05/2023 | 03/19/2023 |
Form 1040 and 1040-NR business rule Change Pages were made available on March 6, 2023. Form 1040 business rules and schema were made available on February 9, 2023. |
| 2022v5.2 | 04/20/2023 | 06/04/2023 | 06/18/2023 | Business Rules only. Form 1040, 1040-NR, and 1040-SS(PR) updated business rule packages were made available on April 20, 2023. |
| 2022v5.3 | 06/08/2023 | 10/23/2023 | When filing season 2024 opens | |
| 2022v5.4 | 08/31/2023 | 10/23/2023 | When filing season 2024 opens | 1040 Series schema only. |
| 2022v5.5 |
08/31/2023 03/01/2024 10/10/2024 |
10/23/2023 02/18/2024 10/28/2024 |
01/29/2024 02/18/2024 To be determined |
08/31/2023: 1040 series schema only. 02/29/2024: 1040 series business rules only. 10/09/2024: 1040 series business rules only. |
Tax year 2022 Form 4868
| Version | Date available in SOR* | ATS date | Production date | Comments |
|---|---|---|---|---|
| 2022v1.0 | 06/09/2022 | 10/24/2022 | 01/23/2023 | Form 4868 business rules and schema were made available on June 9, 2022. |
Tax year 2022 Form 2350
| Version | Date available in SOR* | ATS date | Production date | Comments |
|---|---|---|---|---|
| 2022v1.0 | 06/09/2022 | 10/24/2022 | 01/23/2023 | Form 2350 business rules and schema were made available on June 9, 2022. |