TY2024 exempt organizations and other tax-exempt entities MeF Assurance Testing System (ATS) test scenarios

The tax year 2024 Modernized e-File (MeF) Assurance Testing System (ATS) test scenarios for exempt organizations and other tax-exempt entities returns are listed in the table. Also included are the Form 8038-CP test scenarios for tax year 2025, filed in processing year 2025.
General Information
Software Developers

MeF 990 Form family release memo July 22, 2021

We are providing additional eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms for Tax Year 2021 (Processing Year 2022).
General Information
Software Developers, Charities and Nonprofits

MeF 990 Form family release memo June 10, 2021

We are providing eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms for Tax Year 2021 (Processing Year 2022).
General Information
Software Developers, Charities and Nonprofits

E-file information returns with IRIS

Electronically file for free with the Information Returns Intake System (IRIS). Individual and bulk forms. File direct through the taxpayer portal or use software through IRIS Application to Application. Tax year 2022 and later: All Forms 1099. Tax year 2023 (portal only): Forms 1097-BTC, 1098, 1098-C, 1098-E, 1098-F, 1098-Q, 1098-T, 3921, 3922, 5498, 5498-ESA, 5498-SA and W-2G.
General Information
Tax Professionals, Software Developers, Charities and Nonprofits, Governments, Businesses, Trusts and Estates

TY2020 exempt organizations MeF Assurance Testing System (ATS) test scenarios

TY2020 Exempt Organizations MeF Assurance Testing System (ATS) Test Scenarios
General Information
Software Developers

TY2021 exempt organizations MeF Assurance Testing System (ATS) test scenarios

TY2021 Exempt Organizations MeF Assurance Testing System (ATS) Test Scenarios
General Information
Software Developers