2016 XML Schemas and Business Rules for Form 1041 Modernized e-File

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 2016. 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.

Tax Year 2016 Documents

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

Form 1041 links to TY2016 Release Memos

Version Available Date ATS Date Production Date
2016v4.2 05-19-2017  06-18-2017 06-18-2017
2016v4.1 12-14-2016 12-29-2016 01-06-2017
2016v4.0 11-10-2016 12-12-2016 01-06-2017

 Current Valid XML Schemas and Business Rules for 1041