Schemas, Business Rules, and Release Memo for Form 1040 MeF (2011v4.1)

Dates

Release Memo, Schemas and Business Rules

03/26/2012 Update: The following rules identified "New" in the 4.1 Business Rule package, were implemented in Production on March 25, 2012:

F1040-086: Form 1040, Line 59b FirstTimeHmByrRepaymentAmt' must not be less than zero, if an amount is entered.

F1040-336: If Form 1040, Line 2 checkbox "Married filing jointly" is not checked (element 'IndividualReturnFilingStatusCd' does not have the value 2) and 'PrimaryDateOfDeath' has a value and Line 74a 'RefundAmt' has a non-zero value, then Form 1310 must be  present in the return.

F1040A-336: If Form 1040A, Line 2 checkbox "Married filing jointly" is not checked (element 'IndividualReturnFilingStatusCd' does not have the value 2) and 'PrimaryDateOfDeath' has a value and Line 43a 'RefundAmt' has a non-zero value, then Form 1310 must be  present in the return.

F1040EZ-336: If 'SpouseSSN' does not have a value in the Return Header and Form 1040EZ, 'PrimaryDateOfDeath' has a value and Line 11a 'RefundAmt' has a non-zero value, then Form 1310 must be attached to Form 1040EZ.

03/05/2012 Update: The following rules, identified, as "New" in the 4.1 Business Rule package, were implemented in Production 
on March 4, 2012:

F1040-073  If [AllocationRecord] is present in the return, then 'TotalIncomeAmt' of [AllocationRecord] must have a value greater than zero unless Combat Pay has been excluded from income.

F1040-078  If Form 1040, Line 58 'retirementTaxPlanLiteralCd' has the value "NO", then 'TaxOnIRAsAmt' must have a value greater than zero.

F5695-014  Form 5695, Line 14 'NonBusinessEnergyCrAmt' must not be greater than 1000.

F5884B-001  Form 5884-B, Line 10 'RtnWorkerAllTotalCreditAmt' must have a non-zero value.

F5884B-002  Form 5884-B, Line 10 'RtnWorkerAllTotalCreditAmt' must be equal to the sum of all Line 9 'RtnWorkerSmllrTotalOrMaxCrAmt'.

F5884B-003 If any of the following Form 5884-B fields have a value, then all of these fields must have a value: 'SSN', 'RtnWorkerFirstEmplmnDt', 'RtnWorkerWgsFirst26WkEmplmnAmt', 'RtnWorkerWgsTimesPctAmt', 'RtnWorkerWgsSnd26WkEmplmnAmt', 'RtnWorkerTotalWagesAmt', 'RtnWorkerTotalWgsTimesPctAmt', 'RtnWorkerSmllrTotalOrMaxCrAmt'.

The following rules, identified with status "Verbiage Change" in the 4.1 Business Rule package, were implemented in Production
on March 4, 2012:

F1040EZ-021  If Form 1040EZ, Line 8a  'EarnedIncomeCreditAmt' has a non-zero value and 'SpouseSSN' in the Return Header does not have a value, then Line 4, 'AdjustedGrossIncomeAmt' must be less than 13660.

F1040EZ-022  If Form 1040EZ, Line 8a 'EarnedIncomeCreditAmt' has a non-zero value and 'SpouseSSN' has a value in the Return Header, then Form 1040EZ, Line 4 'AdjustedGrossIncomeAmt' must be less than 18740.

02/28/2012 Update:  The implementation for the all the new rules identified in the package for version 4.1 is still being determined.

All rules identified with a Status of "Disabled" have been disabled in Production.

The following rules identified as "New" in the version 4.1 package have already been implemented in Production:

F1040-061: If Form 1040, Line 2 checkbox "Married filing jointly" is checked (element 'IndividualReturnFilingStatusCd' has the value 2), then 'SpousePINEnteredBy' must have a value.

F1040-117: If  Form 1040, Line 2 checkbox "Married filing jointly" is not checked  (element 'IndividualReturnFilingStatusCd' does not have the value 2), then Primary Signature must have a value in the Return Header.

F1040A-117: If  Form 1040A, Line 2 checkbox "Married filing jointly" is not checked  (element 'IndividualReturnFilingStatusCd' does not have the value 2), then Primary Signature must have a value in the Return Header.

The following rules have been added or updated since the publication of the 4.1 package and have been implemented in Production. Please see the change page attached for details:

F1040-071-01
F1040-080
F2555-019
F2555-020
F2555EZ-019
F2555EZ-020
F1040A-064
F1040EZ-513