2019 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) 2019. 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 PDF and Publication 4164 PDF. 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 2019 Documents

Form 1041 links to TY2019 Schemas, Business Rules and Release Memos


Available Date

ATS Dates

Production Dates


2019v1.5 02-12-2020 03-08-2020 03-22-2020

04/13/2020 Business rule updates provided

07/22/2020 Business rule updates provided

Business rule updates have been provided.

2019v1.4 11-26-2019 12-29-2019 01-07-2020  
2019v1.3 10-15-2019 12-08-2019 Not Valid for Production  
2019v1.2 09-03-2019 11-04-2019 Not Valid for Production  
2019v1.1 07-23-2019 Not Valid for ATS Not Valid for Production  
2019v1.0 06-11-2019 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