Release Memo for Tax Year 2017 Modernized e-File Schemas and Business Rules for Individual Tax Returns Version 6.1


December 27, 2017

MeF Stakeholders:

Form 1040 Series and Extensions Schemas and Business Rules Distribution are now through the Registered User Portal and your e-services mailbox. This mailbox is part of the Secure Object Repository (SOR). Users will access their mailbox in their existing e-services account to pick up the schema and business rules packages.

     • Instructions for accessing the SOR Mailbox

In order to receive the distribution of schema packages you must have an active e-services account and be listed on an e-File application with the provider option of Software Developer. Your role on the e-File Application must be Principal, Responsible Official, or a Delegated User with MeF authorities. If you are a registered user in e-services and are listed on a State e-File application you will receive this distribution.

We encourage you to review your e-File application at this time to verify you have the appropriate role and to verify you have access to your e-services account.

Note: You may access the login page, register for e‐services, reset your password, and make changes to your existing account on e-Services Online Tools for Tax Professionals on 

XML Schemas

The "Diff" Files for some Form 1040 Series schemas identify the changes from the Tax Year 2017v6.0 schema package to the Tax Year 2017v6.1 schema package.

Business Rules

The MeF Form 1040 Series Tax Year 2017v6.1 Business Rules change pages are available in Adobe (.pdf). 

If you have any questions about the schemas or business rules, please send your inquiry to the MeF Mailbox.

Tax Year 2017 Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions