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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 2024.

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.

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.

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.

The tax year 2023 Modernized e-File (MeF) Assurance Testing System (ATS) test scenarios for exempt organizations and other tax-exempt entities returns are listed in the table below. Also included are the Form 8038-CP test scenarios for tax year 2024, filed in processing year 2024.

The tax year 2022 Modernized e-File (MeF) Assurance Testing System (ATS) test scenarios for exempt organizations and other tax-exempt entities returns are listed.

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

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

The following are links to companies that have passed the IRS Assurance Testing System (ATS) requirements for Software Developers of electronic Exempt Organizations returns for Tax Year 2021. Providers listed on these webpages are Approved IRS e-file Providers; however, they are not part of, nor do they have any special relationship with the Internal Revenue Service.

Retirement Topics - Tax on Prohibited Transactions