2020 XML Schemas and Business Rules for Form 1041 Modernized e-File


The following links 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) 2020. Included are the Extensible Markup Language (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 4163PDF and Publication 4164PDF. Test Scenarios for Form 1041 can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) page.

XML Schemas, Business Rules, and Release Memos - 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 2020 Documents

Form 1041 links to TY2020 Schemas, Business Rules and Release Memos

Version Available Date ATS Dates Production Dates Comments
2020v3.3 10/14/2021

Start: 11/21/2021
End: TBD

Start: 01/07/2022
End: TBD

Business Rule updates provided 11/08/2022

Business Rule updates provided 04/21/2022

Business Rule updates provided 01/21/2022 

2020v3.2 07/22/2021 Start: 10/01/2021
End: TBD
Not Valid in Production

Business Rule updates provided 09/02/2021

Schema package updates  provided 07/26/2021

2020v3.1 02/09/2021 Start: 03/07/2021
End: TBD
Start: 03/21/2021
End: TBD

Business Rule updates provided 06/04/2021



Start: 12/13/2020
End: TBD

Start: 01/08/2021
End: TBD

Business Rule updates provided 12/08/2020

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

Modernized e-File (MeF) Schemas and Business Rules