2024 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) 2024. Included are the Extensible Markup Language (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 2024 documents

Form 1041 links to TY2024 schemas, business rules, and release memos

Version Available date ATS dates Production dates Comments
2024v1.0 06/06/2024 Start: TBD
End: TBD
Start: TBD
End: TBD

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

Modernized e-File (MeF) Schemas and Business Rules