2022 XML Schemas and Business Rules for Form 1041 Modernized e-File (MeF)


The following links provide information and technical guidance for Software Developers and Transmitters who are interested in developing software for the Modernized e-File (MeF) Form 1041 for Tax Year (TY) 2022. Included are the XML Schemas, Business Rules, Release Memorandum, and specific instructions.

Developers and other Authorized IRS e-file Providers can find information on e-filing returns through MeF in the Publication 4163PDF and Publication 4164PDF. Test Scenarios for Form 1041 can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) page.

Extensible Markup Language (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.

Tax Year 2022 Documents

Form 1041 links to TY2022 Schemas, Business Rules, and Release Memos

Version Available Date ATS Dates Production Dates Comments
2022v5.1 11/28/2022 Start: 12/18/2022
End: TBD
Start: 01/12/2023
End: TBD
2022v5.0 11/14/2022 Start: 12/11/2022
End: TBD
Start: 01/12/2023
End: TBD
2022v4.0 10/13/2022

Start: 11/20/2022
End: 12/10/2022

Not Valid for Production  
2022v3.0 09/01/2022

Start: 10/24/2022
End: 11/20/2022

Not Valid for Production  
2022v2.0 07/21/2022 Not Valid for ATS Not Valid for Production   
2022v1.0 06/09/2022 Not Valid for ATS Not Valid for Production  

Current Valid XML Schema and Business Rules for 1041 Modernized e-File (MeF)

Modernized e-File (MeF) Schemas and Business Rules