Tax year 2023 Modernized e-File schema and business rules for individual tax returns and extensions

 

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 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.

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)