2018 XML Schemas and Business Rules for Form 1041 Modernized e-File

The following links below 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) 2018. Included are the 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 4163 and Publication 4164. Test Scenarios for 1041 can be found on the ATS Updates Page.

XML Schemas, Business Rules and Release 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 (ATS) and Production.

Tax Year 2018 Documents

Form 1041 links to TY2018 Schemas, Business Rules and Release Memos


Available Date

ATS Dates

Production Dates


2018v5.0 11-28-2018 12-30-2018 01-08-2019 Business Rule
Change Page
2018v4.0 10-17-2018 12-09-2018 Not Valid for Production  
2018v3.0 08-20-2018 10-29-2018 Not Valid for Production  
2018v2.0 06-13-2018 Not Valid for ATS Not Valid for Production  
2018v1.0 05-17-2018 Not Valid for ATS Not Valid for Production







Current Valid XML Schema and Business Rules for 1041 Modernized e-File (MeF)

Modernized e-File (MeF) Schemas and Business Rules