Updates for TY 2024 The links below provide information and technical guidance for software developers and transmitters who are interested in developing software for the Modernized e-File Forms 990, 990-EZ, 990-N, 990-PF, 990-T, 1120-POL, 8868, 4720, 5227 and 5330 for tax year (TY) 2024 and Form 8038-CP for TY 2025. Included are the XML schemas, business rules, release memorandums and specific instructions. Developers and other authorized IRS e-file providers can find information on e-filing returns through MeF in Publication 4163 PDF and Publication 4164 PDF. Test scenarios for the Form 990 family, 990-N, 990-T, 1120-POL, 8868, 4720, 5227, 5330, and 8038-CP are listed on the Exempt organizations and other tax-exempt entities MeF Assurance Testing System (ATS) test scenarios page. General testing information can be found in Publication 5078 PDF. Tax year 2024 documents Tax year 2024 Forms 990/990-EZ/990-PF XLSX, 990-T XLSX, 1120-POL XLSX, 4720 XLSX, 5330 XLSX, and 8038-CP XLSX MeF forms attachment listing Tax year 2024 Form 8868 for exempt organizations MeF return due dates PDF Tax year 2024 Form 8868 for Form 5330 MeF return due dates PDF Tax year 2024 stylesheets: MeF stylesheets Known e-file issues and solutions Production & Acceptance Testing System (ATS): Current valid schemas Form 990/990-EZ/990-PF Links to Form 990 TY 2024 schemas, business rules, release memos Version Available date ATS dates Production dates 2024v3.0 8/29/2024 Start date: TBD End date: Not operational in production 2024v2.0 7/18/2024 Not operational in ATS Not operational in production 2024v1.0 6/6/2024 Not operational in ATS Not operational in production Form 990-N Links to Form 990-N TY 2024 schemas, business rules, release memos Version Available date ATS dates Production dates 2024v1.0 7/18/2024 Start date: TBD End date: Start date: TBD End date: Form 990-T Links to Form 990-T TY 2024 schemas, business rules, release memos Version Available date ATS dates Production dates 2024v3.0 8/29/2024 Start date: TBD End date: Not operational in production 2024v2.0 7/18/2024 Not operational in ATS Not operational in production 2024v1.0 6/6/2024 Not operational in ATS Not operational in production Form 1120-POL Links to Form 1120-POL TY2024 schemas, business rules, release memos Version Available date ATS dates Production dates 2024v3.0 8/29/2024 Start date: TBD End date: Not operational in production 2024v2.0 7/18/2024 Not operational in ATS Not operational in production 2024v1.0 6/6/2024 Not operational in ATS Not operational in production Form 8868 Links to Form 8868 TY2024 schemas, business rules, release memos Version Available date ATS dates Production dates 2024v1.0 7/18/2024 Start date: TBD End date: Start date: TBD End date: Form 4720 Links to Form 4720 TY2024 schemas, business rules, release memos Version Available date ATS dates Production dates 2024v1.0 7/18/2024 Start date: TBD End date: Start date: TBD End date: Form 5227 Links to Form 5227 TY 2024 schemas, business rules, release memos Version Available date ATS dates Production dates 2024v3.0 8/29/2024 Start date: TBD End date: Not operational in production 2024v2.0 7/18/2024 Not operational in ATS Not operational in production 2024v1.0 6/6/2024 Not operational in ATS Not operational in production Form 5330 Links to Form 5330 TY 2024 schemas, business rules, release memos Version Available date ATS dates Production dates 2024v1.0 7/18/2024 Start date: TBD End date: Start date: TBD End date: Form 8038-CP Links to Form 8038-CP TY 2025 schemas, business rules, release memos Version Available date ATS dates Production dates 2025v1.0 6/6/2024 Start date: TBD End date: Start date: TBD End date: Current valid XML schemas and business rules for exempt organizations and other tax-exempt entities Modernized e-File
