Release Memo for Tax Year 2018 Modernized e-File Business Rules and Schemas for Form 9465 Version 20.0


October 17, 2018


MeF Stakeholders:

Form 1040 Series and Extensions Business Rules and Schemas 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.

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 the Form 9465 identify the changes from the CUv19.0 schema package to the CUv20.0 schema package.

Business Rules

The MeF Form 9465 CUv20.0 business rules are available in two formats that contain identical information: Adobe (.pdf) and Comma Separated Values (.csv).

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

Tax Year 2018 Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions