Introducing the New Modernized e-File (MeF) Business Returns Schema and Business Rules

Attention all Software Developers, Return Transmitters, and Authorized IRS e-file Providers/EROs! We are excited to announce that the new Modernized e-File (MeF) Business Returns Schema and Business Rules for Tax Years 2023 and 2024 are now available.

Current Year Schemas and Business Rules

We have several forms available for the current year. These include:

– Form 720 TY 2024Q1v2.1
– Form 720 TY 2024Q2v2.1
– Form 720 TY 2024Q3v2.1
– Form 720 TY 2024Q4v2.1
– Form 990x TY 2023v3.1
– Form 990-T TY 2023v4.0
– Form 1041 TY 2023v4.0
– Form 1065 TY 2023v4.0
– Form 1120x TY 2023v4.0
– Form 1120-POL TY 2023v4.0
– Form 5227 TY 2023v2.0

Prior Year Business Rules Change

Please note that only the Form 1065 TY 2022v4.2 has had changes in the prior year business rules.

Important Note for Software Developers

If only minor changes occur, Software Developers are not required to use the new version. However, if the major number changes, all software must reflect the new version.

For more information about Schemas and Business Rules, please visit the Modernized e-file (MeF) Schemas and Business Rules page on IRS.gov.

Downloading Schemas and Business Rules

Software Developers and State organizations can download Schemas and Business Rules from their e-Services mailbox. To access these files, you’ll need an active e-Services account and be listed on an e-File application with the provider option of Software Developer or State. Additionally, Software Developers must have an associated tax type of 720, 990, 1041, 1065, 1120, or 5227.

Please note that you may have several messages in your account. Open all of them to find the set you want to download. After 60 days, the messages are purged. If you have the appropriate role and do not have these files available for download within 48 hours, please contact the MeF Mailbox at [email protected] with the Company Name, ETIN, and Schema Package(s) with Tax Year needed.