TY 2020 Valid XML Schemas and Business Rules for Form 1065 Modernized e-File (MeF)

 

The links below provide information and technical guidance for Software Developers and Transmitters who are interested in developing software for the Modernized e-File (MeF) Form 1065 for Tax Year (TY) 2020.

Developers and other Authorized IRS e-file Providers can find information on e-filing returns through MeF in the Publication 4163 PDF and Publication 4164PDF. Test Scenarios for Form 1065 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.

Form 1065 Schemas and Business Rules are now distributed 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.

Tax Year 2020 Documents

Form 1065 links to TY2020 Release Memos

Version

Available Date

ATS Date

Production Date

Comments

2020v5.2 10/14/2021 Start: 11/21/2021
End: TBD
Start: 01/07/2022
End: TBD

03/31/2022 Business Rules updates provided

Complete package available including Business Rules

2020v5.1 02/09/2021

Start: 03/07/2021
End: TBD

Start: 03/21/2021 
End: TBD

08/19/2021 Business Rules updates provided

04/22/2021 Business Rule updates provided

2020v5.0 11/16/2020 Start: 12/13/2020 
End: TBD
Start: 01/08/2021
End: TBD
 

Current Valid XML Schemas and Business Rules for 1065 Modernized e-File (MeF)

Modernized e-File (MeF) Schemas and Business Rules