Tax Year 2018 Modernized eFile Schemas and Business Rules for Individual Tax Returns and Extensions

The tables below provide links to the Tax Year 2018 Release Memorandum, XML Schemas, and Business Rules for the MeF 1040 Series and Extensions.   

Throughout the year, multiple versions of Business Rules and Schemas may be in use at the same time.  For each version, the tables below reflect the effective dates in the Assurance Testing System (ATS) and Production System.  

Tax Year 2018 Documents

Tax Year 2018 Form 1040 Series

Version Date Available ATS Date Production Date Comments
2018v6.1 02/13/2019 03/10/2019 03/17/2019

03/11/2019
Tax Year 2018 / Processing Year 2019, Version 6.1, 1040 Series Schemas are available

02/13/2019
1040, 1040NR, and 1040SS(PR) Business Rules Sets are available

2018v6.0 11/28/2018 12/30/2018 01/28/2019

01/31/2019 Business Rules Change Page only

01/16/2019
Business Rules Change Pages only

01/08/2019
Business Rules Change Pages only

12/17/2018
Correction made to Form 1040 Schedule A Schema.

11/28/2018
Business Rules and Schemas

2018v5.0 10/17/2018 12/09/2018 Not Valid for Production 10/17/2018
Business Rules and Schemas
2018v4.0 08/16/2018 10/29/2018 Not Valid for Production

10/10/2018
Business rules are now available.


8/16/2018
An early look of Tax Year 2018 / Processing Year 2019 Form 1040 schema only.  Tax Year 2018 Tax Reform related business rules will be made available later.

2018v3.0 07/25/2018 Not Valid for ATS Not Valid for Production  
2018v2.0 06/13/2018 Not Valid for ATS Not Valid for Production  
2018v1.0 05/16/2018 Not Valid
for ATS
Not Valid for
Production
 

Tax Year 2018 Form 4868

Version Date Available ATS Date Production Date Comments
2018v1.0 05/16/2018 10/29/2018 01/28/2019 10/17/2018
Business Rules Change Page only.

Tax Year 2018 Form 2350

Version Date Available ATS Date Production Date Comments
2018v1.0 05/16/2018 10/29/2018 01/28/2019 10/17/2018
Business Rules Change Page only.

Form 9465

Version Date Available ATS Date Production Date Comments
CUv20.0 10/17/2018 12/09/2018 01/28/2019 11/28/2018
Business Rules Change Page only.


10/17/2018
Business Rules and Schema.
CUv19.0 06/13/2018 Not Valid for ATS Not Valid for Production  
CUv18.0 05/16/2018 Not Valid
for ATS
Not Valid for
Production
 

Form 56

Version Date Available ATS Date Production Date Comments
CUv16.0 05/16/2018 12/09/2018  01/28/2019

11/28/2018
Business Rules Change Page only.

10/17/2018
Business Rules Change Page only.

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

Modernized e-File (MeF) Program Information