2016 XML Schemas and Business Rules for Form 1041 Modernized e-File
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 2016. 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 2016 Documents
- Tax Year 2016 1041 MeF Accepted Forms and Schedules - Updated 05-19-2017
- Tax Year 2016 1041 MeF Forms Attachment Listing - Updated 05-19-2017
- Tax Year 2016 1041 MeF Return Due Dates
- Tax Year 2016 Stylesheets: MeF Stylesheets
- Tax Year 2016 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 Date||Production Date|
*Returns with Form 8975 should not be submitted prior to 07/30/2017
|2016v4.1||12/14/2016||Start Date: 12/29/2016
|2016v4.0||11/10/2016||Start Date: 12/29/2016
|2016v3.0||09/14/2016||Start Date: 11/07/2016
End Date: 12/28/2016
|Not Valid for Production|
|2016v2.0||08/15/2016||Not Valid for ATS||Not Valid for Production|
|2016v1.0||07/27/2016||Not Valid for ATS||Not Valid for Production|