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2013 XML Schemas and Business Rules for Form 1041 Modernized e-File (MeF)

The links below provide information and technical guidance for software developers and transmitters who are interested in developing software for the Modernized e-File Forms 1041 for Tax Year 2013. Included are the XML Schemas, Business Rules, Release Memorandums and specific instructions.

XML Schemas, Business Rules and Memo - 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 and Production.

Modernized e-File (MeF) XML Standardization: We have created a page to provide additional information relating to the XML standardization effort.  This site includes the XML Workbooks and additional helpful items. 

Error Reject Codes (ERC) to Business Rules (BR) Crosswalk - To assist in the transition from the current e-File system to the Modernized e-File (MeF) system, we are providing a crosswalk of the Form 1041 Error Reject Codes (ERC) to Business Rules (BR).

Known Issues and Solutions  

1041 MeF Program - Did You Know?  You'll find additional information about the 1041 MeF program including guidance on resolving the most common rejects.


Start Date: 11/04/2013
Version Date Posted ATS Dates Production Dates
2013v5.0 08/04/2014 Start Date: 11/03/2014 Start date: 1/2015
2013v4.1 12/09/2013 Start Date: 12/30/2013

Start Date: 1/31/2014

05/20/2014: Updated 2014v4.1 business rule package posted.

2013v4.0 10/29/2013 Start Date: 12/16/2013 Start Date: 1/31/2014
2013v3.0 10/01/2013      Start Date: 11/04/2013       End Date: 12/15/2013 Not Valid for Production
2013v2.0 08-29-2013 Not available in ATS

Not available in ATS

Note: See Release Memo on update to Business Rule F8960-012

2013v1.0 07-30-2013


Not available in ATS


Not available in Production


MeF XML Schemas and Business Rules for Form 1041


Modernized e-File (MeF) Schemas and Business Rules 






Page Last Reviewed or Updated: 21-May-2015