2024XML schemas and business rules for Form 709/709-NA Modernized e-File (MeF)

The following links provide information and technical guidance for software developers and transmitters who are interested in developing software for the Modernized e-File (MeF) Form 709/709-NA for tax year (TY) 2024. Included are the Extensible Markup Language (XML) schemas, business rules, release memorandum, and specific instructions.

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 709/709-NA can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) page.

Extensible Markup Language (XML) schemas, business rules, and release memos – 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.

Tax year 2024 documents

• Tax year 2024 709/709-NA MeF accepted forms and schedules – Coming soon
• Tax year 2024 709/709-NA MeF forms attachment list – Coming soon
• Tax year 2024709/709-NA MeF return due dates – Coming soon
• Tax year 2024 stylesheets: MeF stylesheets – Coming soon
• Tax year 2024 known issues and solutions – Coming soon

Form 709/709-NA links to TY2025 schemas, business rules, and release memos