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 1041 for tax year (TY) 2023. 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 4163PDF and Publication 4164PDF. Test scenarios for Form 1041 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 2023 documents Tax year 2023 1041 MeF accepted forms and schedulesPDF Tax year 2023 1041 MeF forms attachment listingXLSX Tax year 2023 1041 MeF return due datesPDF Tax year 2023 stylesheets: MeF stylesheets Tax year 2023 known issues and solutionsXLSX – Revised 04/12/2024 Form 1041 links to TY2023 schemas, business rules, and release memos Version Available date ATS dates Production dates Comments 2023v7.0 04/18/2024 Start: 06/02/2024 End: TBD Start 06/16/2024 End: TBD 2023v6.0 02/08/2024 Start: 03/03/2024 End: 06/01/2024 Start: 03/17/2024 End: 06/15/2024 2023v5.0 11/13/2023 Start: 12/17/2023 End: 03/02/2024 Start: 01/16/2024 End: 03/16/2024 Business Rules Change Page dated 12/28/2023 2023v4.0 10/12/2023 Start: 11/19/2023 End: 12/16/2023 Not Valid for Production 2023v3.0 08/31/2023 Start: 10/23/2023 End: 11/18/2023 Not Valid for Production 2023v2.0 07/20/2023 Not Valid for ATS Not Valid for Production 2023v1.0 06/08/2023 Not Valid for ATS Not Valid for Production Valid XML Schemas and Business Rules for 1041 Modernized e-File (MeF) Modernized e-File (MeF) Schemas and Business Rules
