Updates for TY2023 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) 2023 and Form 8038-CP for TY2024. 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 2023 documents Tax year 2023 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 2023 Form 8868 for exempt organizations MeF return due dates PDF Tax year 2023 Form 8868 for Form 5330 MeF return due dates PDF Tax year 2023 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 TY2023 schemas, business rules, release memos Version Available date ATS dates Production dates 2023v6.0 10-10-2024 Start date: 11-17-2024 End date: Start date: TBD End date: 2023v5.1 04-18-2024 Start date: 06-02-2024 End date: 11-16-2024 Start date: 06-16-2024 End date: TBD 2023v5.0 02-08-2024 Start date: 03-03-2024 End date: 11-16-2024 Start date: 03-17-2024 End date: TBD 2023v4.0 11-13-2023 Start date: 12-17-2023 End date: 03-02-2024 Start date: 01-16-2024 End date: 03-16-2024 2023v3.1 10-12-2023 Start date: 11-19-2023 End date: 12-16-2023 Not operational in production 2023v3.0 08-31-2023 Start date: 10-23-2023 End date: 12-16-2023 Not operational in production 2023v2.0 07-20-2023 Not operational in ATS Not operational in production 2023v1.0 06-08-2023 Not operational in ATS Not operational in production Form 990-N Links to Form 990-N TY2023 schemas, business rules, release memos Version Available date ATS dates Production dates 2023v1.0 08-31-2023 Start date: 10-23-2023 End date: Start date: 01-16-2024 End date: Form 990-T Links to Form 990-T TY2023 schemas, business rules, release memos Version Available date ATS dates Production dates 2023v8.0 10-10-2024 Start date: 11-17-2024 End date: Start date: TBD End date: 2023v7.0 04-18-2024 Start date: 06-02-2024 End date: 11-16-2024 Start date: 06-16-2024 End date: TBD 2023v6.0 02-08-2024 Start date: 03-03-2024 End date: 06-01-2024 Start date: 03-17-2024 End date: 06-15-2024 2023v5.0 11-13-2023 Start date: 12-17-2023 End date: 03-02-2024 Not operational in production 2023v4.0 10-12-2023 Start date: 11-19-2023 End date: 12-16-2023 Not operational in production 2023v3.0 08-31-2023 Start date: 10-23-2023 End date: Not operational in production 2023v2.0 07-20-2023 Not operational in ATS Not operational in production 2023v1.0 06-08-2023 Not operational in ATS Not operational in production Form 1120-POL Links to Form 1120-POL TY2023 schemas, business rules, release memos Version Available date ATS dates Production dates 2023v8.0 10-10-2024 Start date: 11-17-2024 End date: Start date: TBD End date: 2023v7.0 04-18-2024 Start date: 06-02-2024 End date: 11-16-2024 Start date: 06-16-2024 End date: TBD 2023v6.0 02-08-2024 Start date: 03-03-2024 End date: 06-01-2024 Start date: 03-17-2024 End date: 06-15-2024 2023v5.0 11-13-2023 Start date: 12-17-2023 End date: 03-02-2024 Not operational in production 2023v4.0 10-12-2023 Start date: 11-19-2023 End date: 12-16-2023 Not operational in production 2023v3.0 08-31-2023 Start date: 10-23-2023 End date: Not operational in production 2023v2.0 07-20-2023 Not operational in ATS Not operational in production 2023v1.0 06-08-2023 Not operational in ATS Not operational in production Form 8868 Links to Form 8868 TY2023 schemas, business rules, release memos Version Available date ATS dates Production dates 2023v2.0 11-13-2023 Start date: 12-17-2023 End date: Start date: 03-17-2024 End date: 2023v1.0 08-31-2023 Start date: 10-23-2023 End date: 12-16-2023 Not operational in production Form 4720 Links to Form 4720 TY2023 schemas, business rules, release memos Version Available date ATS dates Production dates 2023v1.0 08-31-2023 Start date: 10-23-2023 End date: Start date: 01-16-2024 End date: Form 5227 Links to Form 5227 TY2023 schemas, business rules, release memos Version Available date ATS dates Production dates 2023v4.1 04-18-2024 Start date: 06-02-2024 End date: Start date: 06-16-2024 End date: 2023v4.0 02-08-2024 Start date: 03-03-2024 End date: Start date: 03-17-2024 End date: 2023v3.0 11-13-2023 Start date: 12-17-2023 End date: 03-02-2024 Start date: 01-16-2024 End date: 03-16-2024 2023v2.0 10-12-2023 Start date: 11-19-2023 End date: 12-16-2023 Not operational in production 2023v1.1 08-31-2023 Start date: 10-23-2023 End date:11-18-2023 Not operational in production 2023v1.0 08-31-2023 Start date: 10-23-2023 End date: 11-18-2023 Not operational in production Form 5330 Links to Form 5330 TY2023 schemas, business rules, release memos Version Available date ATS dates Production dates 2023v1.0 08-31-2023 Start date: 10-23-2023 End date: Start date: 01-16-2024 End date: Form 8038-CP Links to Form 8038-CP TY2024 schemas, business rules, release memos Version Available date ATS dates Production dates 2024v1.0 08-31-2023 Start date: 10-23-2023 End date: Start date: 01-16-2024 End date: Current valid XML schemas and business rules for exempt organizations and other tax-exempt entities Modernized e-File
