Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions

 

The following links provide information and technical guidance for Software Developers and Transmitters who are interested in developing software for the Modernized e-File Individual Tax Return Program.  You will find XML Schemas, Business Rules, and other useful information and documents by tax year.   

Production & Acceptance Testing System (ATS) Schemas and Business Rules by Tax Year

Tax Year

 Form  Types

2019 1040, 1040-NR, 1040-PR, 1040-SS, 4868, 2350, 9465, 56
2018 1040, 1040NR, 1040SS(PR), 4868, 2350, 9465, 56
2017 1040, 1040A, 1040EZ, 1040NR, 1040SS(PR), 4868, 2350, 9465, 56
2016 1040, 1040A, 1040EZ, 1040NR, 1040SS(PR), 4868, 2350, 9465, 56

Software Testing

Tax Year test scenarios are provided in Publication 1436.

Stylesheets

Individual Tax Return and Extensions stylesheets can be downloaded for use in displaying XML tax return data and are located on the MeF Stylesheets page.

Instance Document

IRS e-Signature Option for Taxpayers Currently Using Forms 8878 or 8879


Back to Main MeF Schemas and Business Rules Page

Back to MeF Main Program Page