E-file Status

We run two decks of test scenarios through the live IRS test environment for every form we e-file, and publish the results here. No fine print: if a scenario is rejected, you'll see exactly why.

ats: Assurance Testing System — the IRS's own official acceptance-test scenarios.
gts: Gideon Testing Scenarios — our own edge cases, beyond what the IRS requires.

Latest run

as of Oct 16, 2026, 15:46 UTC

207

Scenarios

151

Accepted

Rejected

Pending

Errors

Form 1040

10 accepted4 rejected

Form 1040

Scenario	Deck	Status	Details
scenario-1Single, household employee, energy credits	ats	Rejected	F1040-521 If the filing status of the return is not married filing jointly, then Form 1040, 'TotalExemptPrimaryAndSpouseCnt' must be equal to 1 unless 'PrimaryClaimAsDependentInd' is checked.
scenario-2MFJ, spouse deceased, statutory employee	ats	Accepted	—
scenario-3Single, farmer, SE farm optional method	ats	Accepted	—
scenario-4Single, purchased transferred energy credit	ats	Accepted	—
scenario-5HOH, blind, two children, EIC and AOTC	ats	Accepted	—
scenario-8MFS, 65+, lived apart all year	ats	Rejected	F1040-521 If the filing status of the return is not married filing jointly, then Form 1040, 'TotalExemptPrimaryAndSpouseCnt' must be equal to 1 unless 'PrimaryClaimAsDependentInd' is checked.
scenario-12Single, self-employed designer, SE tax	ats	Rejected	F1040-521 If the filing status of the return is not married filing jointly, then Form 1040, 'TotalExemptPrimaryAndSpouseCnt' must be equal to 1 unless 'PrimaryClaimAsDependentInd' is checked.
scenario-13MFJ, EV charger credit	ats	Rejected	F1040-523 If the filing status of the return is married filing jointly, then Form 1040, 'TotalExemptPrimaryAndSpouseCnt' must be equal to 2 unless 'PrimaryClaimAsDependentInd' and/or 'SpouseClaimAsDependentInd' are checked.

Form 1040-SS

Scenario	Deck	Status	Details
scenario-6Puerto Rico, self-employed, three children, ACTC	ats	Accepted	—

Form 1040-NR

Scenario	Deck	Status	Details
nr-scenario-1Nonresident (Canada), minister with Form 4361, missed RMD	ats	Accepted	—
nr-scenario-2Nonresident (Canada), partnership K-1, 30% NEC income	ats	Accepted	—
nr-scenario-3Nonresident (Spain), donated vehicle	ats	Accepted	—
nr-scenario-4Nonresident (Thailand), QSS, purchased energy credit + EV	ats	Accepted	—
nr-scenario-12Nonresident (Australia), partnership-interest transfer	ats	Accepted	—

No Gideon Testing Scenarios for this form yet — they appear here as a second deck once we publish them.

Form 1041

0 accepted3 rejected

Scenario	Deck	Status	Details
scenario-1TY2026 — a trust with rental income, capital gains, Schedule I and one beneficiary's Schedule K-1, signed by Form 8453-FE	ats	Rejected	F1041-084 If Form 1041, Line 4 'CapitalGainLossAmt' has a non-zero value, then Schedule D (Form 1041) must be attached to Line 4. R0000-249 'RefundDisbursementCd' in each 'RefundDisbursementGrp' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. R0000-248 'RefundProductElectionInd' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' must have a choice of "Yes" or "No" indicated.
scenario-3TY2026 — Magenta Trust: business credits (Form 3800), a sale of business property (Form 4797), biodiesel credit, two Schedules K-1	ats	Rejected	F1041-084 If Form 1041, Line 4 'CapitalGainLossAmt' has a non-zero value, then Schedule D (Form 1041) must be attached to Line 4. R0000-249 'RefundDisbursementCd' in each 'RefundDisbursementGrp' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. R0000-248 'RefundProductElectionInd' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' must have a choice of "Yes" or "No" indicated.
scenario-4TY2026 — Hobert Green Estate: investment interest (Form 4952), fuel tax credit (Form 4136), paid by electronic funds withdrawal	ats	Rejected	R0000-249 'RefundDisbursementCd' in each 'RefundDisbursementGrp' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. R0000-248 'RefundProductElectionInd' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' must have a choice of "Yes" or "No" indicated.

No Gideon Testing Scenarios for this form yet — they appear here as a second deck once we publish them.

Form 2290

0 accepted11 rejected

Scenario	Deck	Status	Details
scenario-1-ty2026Two category-V vehicles, electronic funds withdrawal	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-2-ty2026Thirty vehicles across categories V, T and I, EFTPS	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-3-ty2026Sixty-nine category-V vehicles, EFTPS	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-1-credits-and-suspensionA Line 5 credit alongside a suspended category-W vehicle	gts	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-2-amended-tgw-increaseAmended return — a taxable-gross-weight increase	gts	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-3-vin-correctionA VIN correction, carrying no tax	gts	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-4-prior-period-suspensionPart II lines 8a/8b/9 — prior-period suspended vehicles	gts	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-5-final-rich-headerA final return exercising the optional header fields	gts	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-6-amended-mileageAmended return — a suspended vehicle over the mileage limit	gts	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-7-thirteen-character-vinA pre-1981 truck whose VIN is only 13 characters	gts	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-8-every-vin-lengthEvery VIN length the IRS accepts on one return — 10, 17, 19 and 1 characters	gts	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.

Form 4720

6 accepted4 rejected

Scenario	Deck	Status	Details
scenario-1Bailey Park Foundation — §4943 excess business holdings and §4945 taxable expenditures	ats	Accepted	—
scenario-2The self-dealer — §4941 on the $75,000 sale, with a multiple-4720 statement	ats	Accepted	—
scenario-3Manager 1 — self-dealing and taxable-expenditure tax	ats	Rejected	R0000-258 If 'SSN' in the Return Header has a value, then 'SSN' and 'PrimaryNameControlTxt' must match data in the e-File database.
scenario-4Manager 2 — self-dealing and taxable-expenditure tax	ats	Rejected	R0000-258 If 'SSN' in the Return Header has a value, then 'SSN' and 'PrimaryNameControlTxt' must match data in the e-File database.
scenario-5Manager 3 — the scholarship grant she approved	ats	Rejected	R0000-258 If 'SSN' in the Return Header has a value, then 'SSN' and 'PrimaryNameControlTxt' must match data in the e-File database.
gts-1-undistributed-income-and-jeopardizingSchedules B and D — §4942 undistributed income and §4944 jeopardizing investments, one uncorrected	gts	Accepted	—
gts-2-lobbying-and-politicalSchedules F, G and H — a public charity's §4955, §4911 and §4912 taxes (Form 990 filer)	gts	Accepted	—
gts-3-daf-and-tax-shelterSchedules J and K — a sponsoring organization's §4965 and §4966 taxes	gts	Accepted	—
gts-4-excess-benefit-part-iiSchedules I and L — a disqualified person's Part II return, filed late	gts	Rejected	R0000-258 If 'SSN' in the Return Header has a value, then 'SSN' and 'PrimaryNameControlTxt' must match data in the e-File database.
gts-5-hospital-execcomp-collegeSchedules M, N and O — §4959, §4960 and §4968, with the overpayment refunded	gts	Accepted	—

Form 4868

1 accepted

Scenario	Deck	Status	Details
scenario-7-ty2026TY2026 — balance due, $4,000 paid by electronic funds withdrawal (Practitioner PIN)	ats	Accepted	—

No Gideon Testing Scenarios for this form yet — they appear here as a second deck once we publish them.

Form 5227

9 accepted

Scenario	Deck	Status	Details
scenario-1Charitable remainder annuity trust — annuity to two recipients	ats	Accepted	—
scenario-2NIMCRUT — unitrust amount limited to accounting income, deficiency carried forward	ats	Accepted	—
scenario-3Pooled income fund — principal distributed for charitable purposes	ats	Accepted	—
scenario-4Charitable lead unitrust — partnership income on Schedule E	ats	Accepted	—
scenario-5Charitable lead annuity trust — three charities, Form 4797 ordinary gain	ats	Accepted	—
gts-1-crut-initial-with-contributionsStraight CRUT filing an initial return, with assets contributed during the year	gts	Accepted	—
gts-2-schedule-d-all-categoriesAll six Form 8949 basis categories on one Schedule D, with Schedule C and Form 8995-A	gts	Accepted	—
gts-3-amended-final-returnAmended final return — trustee name and address change, early-termination agreement signed	gts	Accepted	—
gts-4-expired-interest-and-form-8995Income interests expired before the year (Part X line 2), with Form 8995	gts	Accepted	—

Form 5330

10 accepted2 rejected

Scenario	Deck	Status	Details
scenario-1§4972 nondeductible contributions (fiscal year)	ats	Accepted	—
scenario-2The same return amended — a $30,000 overpayment	ats	Accepted	—
scenario-3§4975(a) prohibited transactions, corrected	ats	Rejected	R0000-258 If 'SSN' in the Return Header has a value, then 'SSN' and 'PrimaryNameControlTxt' must match data in the e-File database.
scenario-4§4975(b) — the same loans left uncorrected	ats	Rejected	R0000-258 If 'SSN' in the Return Header has a value, then 'SSN' and 'PrimaryNameControlTxt' must match data in the e-File database.
scenario-5§4971(a) and §4971(g)(4) for a multiemployer plan	ats	Accepted	—
scenario-6§4980 reversion of plan assets at 50% (fiscal year)	ats	Accepted	—
scenario-7§4965 prohibited tax shelter transaction	ats	Accepted	—
gts-1-excess-contributions-section-cSection C — §4979 excess contributions, on the 15-month deadline the section carries	gts	Accepted	—
gts-2-excess-fringe-benefitsSection B1 — §4977 excess fringe benefits, with the election made	gts	Accepted	—
gts-3-section-204h-notice-lateSection E — §4980F failure to give the §204(h) notice, filed after its due date	gts	Accepted	—
gts-4-403b-excess-and-esopSection A — §4973 excess contributions (Schedule B), plus the §4976, §4978 and §4979A lines	gts	Accepted	—
gts-5-liquidity-and-restoration-planSection B — §4971(f) liquidity shortfall and §4971(h) funding restoration plan	gts	Accepted	—

Form 56

12 accepted

Scenario	Deck	Status	Details
gts-01-testate-executor-decedentExecutor of a testate estate, filing for the decedent's final Form 1040	gts	Accepted	—
gts-02-intestate-court-certificateCourt-appointed administrator of an intestate estate — court certificate attached	gts	Accepted	—
gts-03-intestate-no-court-itin-decedentSole heir with no court appointment — a decedent with an ITIN	gts	Accepted	—
gts-04-guardian-itin-limited-yearsGuardian of a living person with an ITIN, for only some tax years	gts	Accepted	—
gts-05-trust-ein-corporate-trustee-other-formTrust company as trustee of a trust with an EIN — the "Other" tax and form boxes	gts	Accepted	—
gts-06-receiver-court-proceedings-scheduleCourt-appointed receiver — Part III court proceeding with a schedule	gts	Accepted	—
gts-07-assignment-for-benefit-of-creditorsAssignee for the benefit of creditors — the assignment statement, a non-court proceeding	gts	Accepted	—
gts-08-total-revocation-court-order-substitutesNotice revoked by court order, naming two substitute fiduciaries	gts	Accepted	—
gts-09-total-termination-dissolutionTermination on the dissolution of the business entity	gts	Accepted	—
gts-10-guardianship-ends-other-reasonGuardianship ended when the ward came of age — an "Other" termination	gts	Accepted	—
gts-11-other-authority-partial-revocationAuthority by "Other" means, partially revoking an earlier notice	gts	Accepted	—
gts-12-foreign-filer-and-fiduciaryForeign addresses — a decedent in Canada, an executor in the United Kingdom	gts	Accepted	—

The IRS publishes no Assurance Testing System scenarios for Form 56, so every scenario here is one of ours, sent through the same IRS test environment.

Form 709

11 accepted1 rejected

Scenario	Deck	Status	Details
scenario-1-resident-ty2025TY2025 — a first-time filer, six cash gifts to his daughter, no balance due	ats	Accepted	—
scenario-2-resident-ty2025TY2025 — split gifts with the consenting spouse across eleven donees, a prior period on Schedule B	ats	Accepted	—
gts-01-gift-splitting-spouse-giftsGift splitting where both spouses made gifts to third parties (F709-001)	gts	Accepted	—
gts-02-dsue-schedule-cDSUE from the last deceased spouse on Schedule C (F709-002, F709-003)	gts	Accepted	—
gts-03-valuation-discount-statementA valuation discount on Schedule A with the explanation statement attached (F709-004)	gts	Accepted	—
gts-04-direct-skips-gst-taxDirect skips on Schedule A Part 2, the GST computation on Schedule D, tax on line 16 and a balance due	gts	Accepted	—
gts-05-indirect-skip-2632c-electionAn indirect skip in trust with the §2632(c) election and its statement	gts	Accepted	—
gts-06-form-712-life-insuranceA gift of a life-insurance policy with Form 712 attached	gts	Rejected	GIFT-009 If Form 712 is present in the return, then a binary attachment with description "712 Signature Document" must be present.
gts-07-709na-nonresident-foreign-addressForm 709-NA — a nonresident not a citizen, foreign address, US real property, tax due	gts	Accepted	—
gts-08-deceased-donor-amended-extensionA deceased donor's amended return under an extension, the prepaid tax refunded by check	gts	Accepted	—
gts-09-charitable-marital-qtip-annuityCharitable and QTIP marital deductions, with the line 12 election out for a joint and survivor annuity	gts	Accepted	—
gts-10-schedule-b-pre-1977-exemptionSchedule B prior periods with a 1976 specific exemption (line 10) and the column (c) worksheet attached	gts	Accepted	—

Form 720

11 accepted3 rejected

Scenario	Deck	Status	Details
scenario-1-ty2027TY2027 — gas guzzler tax (Form 6197), regular-method Schedule A	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-2-ty2027TY2027 — gas guzzler tax (Form 6197), a second filer	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-3-ty2027TY2027 — Part I fuel taxes and a fiscal-year stock repurchase excise (Form 7208), overpayment by direct deposit	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN. R0000-075-03 'RoutingTransitNum' (RTN) must conform to the banking industry RTN algorithm. R0000-906-03 Routing Transit Number (RTN) included in the return must be present in the e-File database.
scenario-1-ty2026Gas guzzler tax (Form 6197), regular-method Schedule A	ats	Accepted	—
scenario-2-ty2026Gas guzzler tax (Form 6197), a second filer	ats	Accepted	—
scenario-3-ty2026Part I fuel taxes and the stock repurchase excise (Form 7208)	ats	Accepted	—
gts-1-pcoriPCORI fee — the composite 133a–d at two rates	gts	Accepted	—
gts-2-schedule-cSchedule C fuel and other excise claims	gts	Accepted	—
gts-3-form-6627Form 6627 — petroleum, chemical and ODC environmental taxes	gts	Accepted	—
gts-4-shapes-schedule-tVaried Part I/II line shapes, with Schedule T	gts	Accepted	—
gts-5-overpayment-depositAn overpayment refunded by direct deposit	gts	Accepted	—
gts-6-alternative-methodSchedule A on the alternative (collected-tax) method	gts	Accepted	—
gts-7-final-return-no-taxA final return reporting no tax	gts	Accepted	—
gts-8-multi-rateMulti Rate Schedule — IRS Nos. 79/51/117 and Schedule C 9d/9e	gts	Accepted	—

Form 8849

6 accepted9 rejected

Scenario	Deck	Status	Details
scenario-1-ty20272027v2.0 — Schedule 1, nontaxable use of fuels	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN. R0000-249 'RefundDisbursementCd' in each 'RefundDisbursementGrp' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. R0000-248 'RefundProductElectionInd' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' must have a choice of "Yes" or "No" indicated.
scenario-2-ty20272027v2.0 — Schedule 2, sales by registered ultimate vendors	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN. R0000-249 'RefundDisbursementCd' in each 'RefundDisbursementGrp' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. R0000-248 'RefundProductElectionInd' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' must have a choice of "Yes" or "No" indicated.
scenario-3-ty20272027v2.0 — Schedules 1 and 6 on one claim, Line 1a to the cent	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN. R0000-249 'RefundDisbursementCd' in each 'RefundDisbursementGrp' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. R0000-248 'RefundProductElectionInd' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' must have a choice of "Yes" or "No" indicated.
scenario-4-ty20272027v2.0 — Schedule 6, a Form 2290 stolen-vehicle credit	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN. R0000-249 'RefundDisbursementCd' in each 'RefundDisbursementGrp' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. R0000-248 'RefundProductElectionInd' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' must have a choice of "Yes" or "No" indicated.
scenario-5-ty20272027v2.0 — Schedule 5, a section 6435 dyed-diesel claim	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN. R0000-249 'RefundDisbursementCd' in each 'RefundDisbursementGrp' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. R0000-248 'RefundProductElectionInd' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' must have a choice of "Yes" or "No" indicated.
scenario-6-ty20272027v2.0 — Schedule 8, registered credit card issuers	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN. R0000-249 'RefundDisbursementCd' in each 'RefundDisbursementGrp' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. R0000-248 'RefundProductElectionInd' in 'AtSubmissionFilingGrp' in 'AdditionalFilerInformation' must have a choice of "Yes" or "No" indicated.
scenario-1-ty2026Schedule 1 — nontaxable use of fuels	ats	Accepted	—
scenario-2-ty2026Schedule 2 — sales by registered ultimate vendors	ats	Accepted	—
scenario-3-ty2026Schedules 1 and 6 on one claim	ats	Accepted	—
scenario-4-ty2026Schedule 6 — a Form 2290 stolen-vehicle credit	ats	Accepted	—
scenario-5-ty2026Schedule 5 — a section 4081(e) second-tax claim	ats	Accepted	—
scenario-6-ty2026Schedule 8 — registered credit card issuers	ats	Accepted	—
gts-1-schedule1-diesel-dye-exceptionSchedule 1 undyed-diesel claim with a visible-dye exception	gts	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.
gts-2-schedule2-kerosene-dye-exceptionSchedule 2 undyed-kerosene sale with a visible-dye exception	gts	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.
gts-3-schedule6-per-claim-explanationsSchedule 6 with schedule-wide and per-claim explanations	gts	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.

Form 940

6 accepted3 rejected

Scenario	Deck	Status	Details
scenario-01Single-state return, exempt wages, overpayment refunded	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-02Multi-state employer, credit-reduction state (Schedule A)	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-03§3504 aggregate agent (Schedule R), balance due paid by direct debit	ats	Rejected	R0000-906-03 Routing Transit Number (RTN) included in the return must be present in the e-File database. R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-1-reporting-agent-multistateReporting Agent PIN, multi-state employer with Schedule A	gts	Accepted	—
gts-2-8453emp-signature8453-EMP signature document	gts	Accepted	—
gts-3-8822b-under-thresholdForm 8822-B attached, FUTA tax under the $500 deposit threshold	gts	Accepted	—
gts-4-9465-installmentForm 9465 installment request against a balance due	gts	Accepted	—
gts-5-final-return-no-paymentsFinal return, no payments to employees	gts	Accepted	—
gts-6-section3504-payment§3504 aggregate agent (Schedule R) with a Payment Record	gts	Accepted	—

Form 941

12 accepted3 rejected

Form 941

Scenario	Deck	Status	Details
scenario-1-ty2027TY2027 — quarterly return, no balance due	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-2-ty2027TY2027 — semiweekly depositor (Schedule B), overpayment refunded	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-3-ty2027TY2027 — CPEO aggregate filer (Schedule R), R&D payroll tax credit (Form 8974)	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-1-ty2026Quarterly return, no balance due	ats	Accepted	—
scenario-2-ty2026Semiweekly depositor (Schedule B), overpayment refunded	ats	Accepted	—
scenario-3-ty2026CPEO aggregate filer (Schedule R), R&D payroll tax credit (Form 8974)	ats	Accepted	—
gts-1-schedule-d-merger-ty2026Schedule D — surviving corporation after a statutory merger	gts	Accepted	—
gts-2-payment-record-eftw-ty2026Payment record — the balance due debited by electronic funds withdrawal	gts	Accepted	—
gts-3-reporting-agent-pin-ty2026Reporting Agent 5-digit PIN, with the agent's own filer block	gts	Accepted	—
gts-4-8453emp-signature-ty2026Form 8453-EMP — the paper signature document, attached as a PDF	gts	Accepted	—
gts-5-8822b-address-change-ty2026Form 8822-B attached — address and responsible party changed	gts	Accepted	—
gts-6-9465-installment-ty2026Form 9465 installment request against a balance due	gts	Accepted	—
gts-7-final-return-8974-ty2026Final return — Form 8974, final-payroll and transfer-of-business statements	gts	Accepted	—

Form 941-X

Scenario	Deck	Status	Details
scenario-4-ty2026Correction of underreported tax on the scenario 1 return	ats	Accepted	—
gts-8-941x-claim-refund-ty2026Claim process — employer share only, refunded by direct deposit	gts	Accepted	—

Form 943

12 accepted2 rejected

Form 943

Scenario	Deck	Status	Details
scenario-04§3504 aggregate filer (Schedule R), semiweekly depositor (Form 943-A)	ats	Accepted	—
scenario-05R&D payroll tax credit (Form 8974)	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-06Balance due paid by direct debit	ats	Rejected	R0000-906-03 Routing Transit Number (RTN) included in the return must be present in the e-File database. R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-1-reporting-agent-943aReporting Agent PIN, full twelve-month Form 943-A	gts	Accepted	—
gts-2-8453emp-signature8453-EMP signature document	gts	Accepted	—
gts-3-8822b-monthlyForm 8822-B attached, monthly depositor, third-party designee	gts	Accepted	—
gts-4-9465-and-paymentForm 9465 installment request and a Payment Record	gts	Accepted	—
gts-5-cpeo-schedule-r-8974CPEO aggregate filer: Schedule R and Form 8974	gts	Accepted	—

Form 943-X

Scenario	Deck	Status	Details
scenario-11Claim for refund, corrected Form 8974 credit, Reporting Agent signed	ats	Accepted	—
gts-1-8453emp-943a8453-EMP signature document, Form 943-A, adjustment owing tax	gts	Accepted	—
gts-2-8822b-claimForm 8822-B attached, claim process with written-consent certification	gts	Accepted	—
gts-3-9465-and-paymentForm 9465 installment request and a Payment Record	gts	Accepted	—
gts-4-cpeo-schedule-r-8974CPEO aggregate filer: Schedule R and two Forms 8974	gts	Accepted	—
gts-5-agent-final-statements§3504 agent, reclassified workers, final payroll and transfer statements	gts	Accepted	—

Form 944

5 accepted2 rejected

Scenario	Deck	Status	Details
scenario-07Annual return, overpayment applied to the next return	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
scenario-08Semiweekly depositor (Form 945-A)	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-1-reporting-agent-945aReporting Agent PIN, full twelve-month Form 945-A	gts	Accepted	—
gts-2-8453emp-under-threshold8453-EMP signature document, return under the $2,500 threshold	gts	Accepted	—
gts-3-8822b-monthlyForm 8822-B attached, monthly depositor, third-party designee	gts	Accepted	—
gts-4-9465-and-paymentForm 9465 installment request and a Payment Record	gts	Accepted	—
gts-5-schedule-d-8974-finalSchedule D after a merger, Form 8974, final return statements	gts	Accepted	—

Form 945

6 accepted1 rejected

Form 945

Scenario	Deck	Status	Details
scenario-09Withheld nonpayroll tax, semiweekly depositor (Form 945-A)	ats	Rejected	R0000-233-01 'EIN' of the Filer in the Return Header must be within the valid range of an EIN.
gts-1-reporting-agent-945aReporting Agent PIN, full twelve-month Form 945-A	gts	Accepted	—
gts-2-8453emp-under-threshold8453-EMP signature document, return under the $2,500 threshold	gts	Accepted	—
gts-3-8822b-monthlyForm 8822-B attached, monthly depositor reporting Line 7A–7L	gts	Accepted	—
gts-4-9465-and-paymentForm 9465 installment request and a Payment Record	gts	Accepted	—
gts-6-final-return-closedFinal return: business closed, overpayment refunded, both statements	gts	Accepted	—

Form 945-X

Scenario	Deck	Status	Details
gts-5-945x-correctionAdjustment process correcting an understated year, paid by EFW	gts	Accepted	—

Form 9465

9 accepted

Scenario	Deck	Status	Details
gts-1-joint-direct-debitJoint request, both spouses signing, paid by direct debit	gts	Accepted	—
gts-2-no-debit-over-25000A single filer owing $30,000, paying by check with no direct debit	gts	Accepted	—
gts-3-partial-payment-day-1-1040ssForm 1040-SS filer in Puerto Rico — a partial payment plan, due on the 1st	gts	Accepted	—
gts-4-no-proposed-payment-day-28No proposed payment, so the IRS sets it — due on the 28th	gts	Accepted	—
gts-5-at-50000-limit-direct-debitExactly at the $50,000 e-file limit, by direct debit	gts	Accepted	—
gts-6-existing-plan-military-addressA new balance added to an existing payment plan, from an APO address	gts	Accepted	—
gts-7-1040nr-foreign-address-low-incomeForm 1040-NR filer abroad — foreign address, low-income box	gts	Accepted	—
gts-8-out-of-business-sole-prop-941Out-of-business sole proprietor's Form 941	gts	Accepted	—
gts-9-combined-1040-and-940One request covering a Form 1040 and a closed business's Form 940	gts	Accepted	—

The IRS publishes no Assurance Testing System scenarios for Form 9465, so every scenario here is one of ours, sent through the same IRS test environment.

Form 990

13 accepted

Form 990

Scenario	Deck	Status	Details
scenario-990-1Hospital — Schedules A, B, D, H, J, L, O and R, audited statement attached	ats	Accepted	—
scenario-990-2501(c)(4) with an application pending — Schedule M noncash, late-filing abatement	ats	Accepted	—
scenario-990-34947(a)(1) trust — fiscal year, accounting-period change, name-change PDF	ats	Accepted	—
gts-1-group-return-subordinatesGroup return leaving subordinates out — affiliate listing and the required PDF	gts	Accepted	—
gts-2-school-schedule-eSchool under §170(b)(1)(A)(ii) — Schedule E, and a Schedule A with no Part II	gts	Accepted	—
gts-3-final-return-schedule-nFinal return — Schedule N liquidation to a successor charity	gts	Accepted	—

Form 990-EZ

Scenario	Deck	Status	Details
scenario-990ez-1509(a)(2) publicly supported organization — fundraising events, Schedules A, B and G	ats	Accepted	—
scenario-990ez-2527 political action committee — name change, accounting-period change, Schedule C	ats	Accepted	—
gts-4-990ez-amended-lobbyingAmended return, lobbying without the §501(h) election — Schedule C Part II-B	gts	Accepted	—

Form 990-PF

Scenario	Deck	Status	Details
scenario-990pf-1Exempt operating foundation — 22 dependency schedules, Form 8453 signature	ats	Accepted	—
scenario-990pf-24947(a)(1) trust with a foreign address — 49 grants, undistributed income carryover	ats	Accepted	—
scenario-990pf-3Self-prepared foundation — 96 grants, three application programs, EFW payment	ats	Accepted	—
gts-5-990pf-507b-termination60-month termination under §507(b)(1)(B) on a final return	gts	Accepted	—

Form 990-N

12 accepted

Scenario	Deck	Status	Details
scenario-1§509(a)(3) supporting organization of a religious organization — website, no DBA	ats	Accepted	—
scenario-2Local chapter with a DBA name — officer with a middle initial	ats	Accepted	—
scenario-3July–June fiscal year — officer at a different address from the organization	ats	Accepted	—
scenario-4Calendar-year e-Postcard with a website	ats	Accepted	—
gts-1-terminated-short-yearTermination box on a short final period — the one thing that lifts three period rules	gts	Accepted	—
gts-2-foreign-organization-and-officerForeign organization and foreign principal officer — both address choices	gts	Accepted	—
gts-3-business-officer-and-dbasCorporate trustee as principal officer — two DBA names	gts	Accepted	—
gts-4-preparer-and-optional-headerPaid preparer with a PTIN — ISP number and every optional header field	gts	Accepted	—
gts-5-military-apo-addressAPO military address — the AE state and ZIP pairing	gts	Accepted	—
gts-6-every-element-at-onceTwo DBAs, a foreign corporate officer over a US organization, a preparer and a fiscal year — together	gts	Accepted	—
gts-7-puerto-rico-possessionPuerto Rico organization at a ZIP the double-zero rule excuses	gts	Accepted	—
gts-8-week-year-period-window52/53-week year ending five days short of the month end	gts	Accepted	—

Form 990-T

0 accepted8 rejected

Scenario	Deck	Status	Details
scenario-1501(c)(9) VEBA trust — investment income, capital gains, a §1231 building sale	ats	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.
scenario-2501(c)(7) corporation — three unrelated trades, refund by direct deposit	ats	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.
scenario-3501(c)(3) hospital corporation — partnership and S-corp income, Form 4562, pre-2018 NOL	ats	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.
scenario-4Governmental entity electing payment under §6417 — energy credits on Forms 3468, 8911 and 8936	ats	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.
gts-1-proxy-tax-6033e501(c)(6) with no unrelated business income — the §6033(e) proxy tax on lobbying	gts	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.
gts-2-siloed-loss-post2017-nolTwo §512(a)(6) silos, one at a loss — a post-2017 NOL and a loss counted as zero	gts	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.
gts-3-amended-return-efw-paymentAmended return with a balance due — paid by electronic funds withdrawal	gts	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.
gts-4-401a-trust-8453te-signature401(a) pension trust exempt under §501(a) — signed with a Form 8453-TE	gts	Rejected	R0000-004-01 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system.