2017 XML Schemas and Business Rules for Form 1041 Modernized e-File

Notice: Historical Content
This is an archival or historical document and may not reflect current law, policies or procedures.

The links below provide information and technical guidance for Software Developers and Transmitters who are interested in developing software for the Modernized e-File Forms 1041 for Tax Year 2017. Included are the XML Schemas, Business Rules, Release Memorandums and specific instructions.

XML Schemas, Business Rules and Memo - 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 and Production.

Tax Year 2017 Documents

  • Tax Year 2017 1041 MeF Accepted Forms and Schedules
  • Tax Year 2017 1041 MeF Forms Attachment Listing – Updated 06-28-2017
  • Tax Year 2017 MeF Return Due Dates
  • Tax Year 2017 MeF Stylesheets
  • Tax Year 2017 Production Known Issues and Solutions

1041 MeF Program - Did You Know? You'll find additional information about the 1041 MeF program including guidance on resolving the most common rejects.

Version Available Date ATS Dates Production Dates
2017v1.1 06/28/2017 Not Valid for ATS Not Valid for Production
2017v1.0 05/19/2017 Not Valid for ATS Not Valid for Production

Current Valid XML Schemas and Business Rules for 1041