TY 2024 valid XML schemas and business rules for Form 1065 Modernized e-File (MeF)

 

The links below provide information and technical guidance for software developers and transmitters who are interested in developing software for the Modernized e-File (MeF) Form 1065 for tax year (TY) 2024.

Developers and other authorized IRS e-file providers can find information on e-filing returns through MeF in the Publication 4163 PDF and Publication 4164 PDF. Test scenarios for Form 1065 can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) page.

Extensible Markup Language (XML) schemas, business rules, and release memorandum - Throughout the year, multiple versions of these documents may be in use at the same time. Special attention should be paid to the release memo issue date and the projected start and end dates for Assurance Testing System (ATS) and production.

Form 1065 schemas and business rules are now distributed through the Registered User Portal and your e-Services mailbox. This mailbox is part of the Secure Object Repository (SOR). Users will access their mailbox in their existing e-Services account to pick up the schema and business rules packages.

Tax year 2024 documents

Form 1065 links to TY2024 release memos

Version Available date ATS date Production date Comments
2024v5.0 11/12/2024

Start: 12/15/2024

End: TBD

Start: 01/15/2025

End: TBD

 12/16/2024 – business rules change page provided
2024v4.0 10/10/2024

Start: 11/17/2024

End: 12/14/2024

Not valid for production  
2024v3.0 08/29/2024

Start: 10/28/2024

End: 11/16/2024

Not valid for production  
2024v2.0 07/18/2024 Not valid for ATS Not valid for production  
2024v1.0 06/06/2024 Not valid for ATS Not valid for production