MeF exempt organizations and other tax exempt entities release memo November 28, 2022

We are providing new versions of Tax Year 2022 and Tax Year 2023 eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms in Processing Year 2023.
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Tax Year 2022 exempt organizations and other tax-exempt entities Modernized e-File (MeF) providers

The following are links to companies that have passed the IRS Assurance Testing System (ATS) requirements for Software Developers of electronic Exempt Organizations and Other Tax Exempt Entities returns for Tax Year 2022 and Tax Year 2023 for Form 8038-CP only.
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401(k) resource guide - Plan sponsors - Filing requirements

Forms needed for your plan and dates due.
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Administrators

MeF exempt organizations and other tax exempt entities release memo September 1, 2022

We are providing new versions of Tax Year 2022 and Tax Year 2023 eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms in Processing Year 2023.
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MeF exempt organizations and other tax exempt entities release memo November 14, 2022

We are providing new versions of Tax Year 2022 and Tax Year 2023 eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms in Processing Year 2023.
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Employee Plans Project 7 – Learn, educate, self-correct and enforce projects: Non-cash contributions to defined benefit or money purchase plans

We examined 69 Form 5500 series returns to verify whether non-cash contributions were made to defined benefit or money purchase plans as reported on the Form 5500 series return, and if they were, to pursue potential prohibited transactions.
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Administrators

About Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations

Publication 571 explains tax rules for 403(b) tax-sheltered annuity plans. It covers maximum contribution amounts, excess contributions, the retirement savings contributions credit, and basic rules for distributions and rollovers. This publication explains tax rules for 403(b) tax-sheltered annuity plans. It covers maximum contribution amounts, excess contributions, the retirement savings contributions credit, and basic rules for distributions and rollovers.
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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.
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Software Developers

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

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

Retirement plan forms and publications

Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.
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Administrators