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. Form 9465 Version Date available in SOR* ATS date Production date Comments CUv25.0 07/21/2022 10/24/2022 01/23/2023 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 01/23/2023 Form 56 business rules and schema were made available on September 1, 2022. * Secure Object Repository (SOR)
