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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

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
2016v4.1 12/14/2016 Start Date: 12/29/2016
End Date:
01/06/2017
2016v4.0 11/10/2016 Start Date: 12/29/2016
End Date:
01/06/2017
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

                                                                                                                                                                                         
**Form 1041 schema and business rule version 2016v4.0 was available November 10, 2016. However, the implementation date has been revised. Please utilize Form 1041 version 2016v3.0 through December 28, 2016. Beginning on December 29, 2016 versions 2016v4.0 and 2016v4.1 will be valid for ATS.

Current Valid XML Schemas and Business Rules for 1041

 

Page Last Reviewed or Updated: 17-Apr-2017