2018 XML Schemas and Business Rules for Form 1041 Modernized e-File


The following links below 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) 2018. 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 4163 and Publication 4164. Test Scenarios for 1041 can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) Page.

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 2018 Documents

Form 1041 links to TY2018 Schemas, Business Rules and Release Memos


Available Date

ATS Dates

Production Dates


2018v5.2 02/12/2020 Start: 03/08/2020
End: TBD
Start: 03/22/2020
End: TBD

Business rule updates provided

10/16/2020 Business Rule updates have been provided

09/02/2020 Business rule updates have been provided

2018v.5.1 11/26/2019 Start: 12/29/2019
End: TBD
Start: 01/07/2020
End: TBD

Business Rule Change Page (11/26/2019)

07/22/2020 Business Rule updates provided 

2018v5.0 11/28/2018 Start: 12/30/2018
End: TBD
Start: 12/30/2018
End: TBD
Business Rule
Change Page

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

Modernized e-File (MeF) Schemas and Business Rules