The tables below provide links to the tax year 2023 release memorandum, extensible markup language schema, and business rules for the Modernized e-File (MeF) 1040 series and extensions.
Throughout the year, multiple versions of schema and business rules 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 2023 documents
- Tax year 2023 accepted forms and schedules for individual tax returns and extensions XLSX
- Tax year 2023 form 1040 series and extensions forms and attachments listing XLSX
- Tax year 2023 recommended portable document files (PDFs) attached to 1040 MeF submissions XLSX updated 06/06/2024
Tax year 2023 Form 1040 series
| Version | Date available in SOR * | ATS date | Production date | Comments |
|---|---|---|---|---|
| 2023v1.0 | 06/08/2023 | Not valid in ATS | Not valid in production | |
| 2023v2.0 | 07/20/2023 | Not valid in ATS | Not valid in production |
|
| 2023v3.0 | 08/31/2023 | 10/23/2023 – 11/19/2023 | Not valid in production | |
| 2023v4.0 | 10/12/2023 | 11/19/2023 – 12/17/2023 | Not valid in production | |
| 2023v5.0 | 12/28/2023 | 12/17/2023 | 1/29/2024 | 12/28/2023 – Complete schema and business rule packages. |
| 2023v5.1 | 02/08/2024 | 03/03/2024 | 03/17/2024 | 01/29/2024 – Complete schema and business rule packages. |
| 2023v5.2 | 04/18/2024 | 06/02/2024 | 06/16/2024 | 04/11/2024 – Complete schema and business rule packages. |
| 2023v5.3 | 10/10/2024 | 11/17/2024 | To be determined | 10/09/2024 – Complete schema and business rule packages. |
Tax year 2023 Form 4868
| Version | Date available in SOR * | ATS date | Production date | Comments |
|---|---|---|---|---|
| 2023v1.0 | 06/08/2023 | 10/23/2023 – 11/19/2023 | Not valid in production | |
| 2023v1.1 | 10/12/2023 | 11/19/2023 | 1/29/2024 |
Tax year 2023 Form 2350
| Version | Date available in SOR * | ATS date | Production date | Comments |
|---|---|---|---|---|
| 2023v1.0 | 06/08/2023 | 10/23/2023 – 11/19/2023 | Not valid in production |
|
| 2023v1.1 | 10/12/2023 | 11/19/2023 | 1/29/2024 |
Form 9465
| Version | Date available in SOR * | ATS date | Production date | Comments |
|---|---|---|---|---|
| CUv25.1 | 10/12/2023 | 11/19/2023 – 12/17/2023 | Not valid in production | |
| CUv26.0 | 11/16/2023 | 12/17/2023 | 1/29/2024 |
Form 56
| Version | Date available in SOR * | ATS date | Production date | Comments |
|---|---|---|---|---|
| CUv23.1 | 10/12/2023 | 11/19/2023 | 1/29/2024 |
* Secure Object Repository (SOR)