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2017 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 2017. 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 2017 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.


Available Date

ATS Dates

Production Dates


2017v3.2 02/14/2018 03/11/2018 03/18/2018

Business rule updates have been provided.

Business rule updates have been provided.

2017v3.1 02/14/2018 03/11/2018 03/18/2018 02-21-2018
Business rule updates have been provided.
2017v3.0 12/13/2017 12/29/2017 01-08-2018  
2017v2.0 11/02/2017

Start Date: 12/10/2017

End Date:  12/28/2017

Not valid for Production  
2017v1.3 09/27/2017


Not Valid for Production  
2017v1.2 08/16/2017 Not Valid for ATS Not Valid for Production  
2017v1.1 06/28/2017 Not Valid for ATS Not Valid for Production  
2017v1.0 05/19/2017 Not Valid for ATS

Not Valid for Production



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