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Publication 4164 (Rev. 11-2022) Catalog Number 36166N Department of the Treasury Internal Revenue Service www.irs.gov
Publication 4164
Modernized e-File (MeF) Guide for
Software Developers and Transmitters
Processing Year 2023
2Table of Contents
1. Introduction ................................................................................... 14
1.2.1 IRS Website............................................................................................................................. 16
1.2.2 Communication Vehicles.......................................................................................................... 17
1.3.1 General Items .......................................................................................................................... 17
1.3.2 A2A MeF Software Developer Kit (SDK) and Client Applications .............................................. 18
1.3.3 Identity Protection PIN (IP PIN) ................................................................................................ 19
1.4.1 Current and Prior 2 Tax Years are Accepted ............................................................................ 21
1.4.2 Perfection Periods for Rejected Submissions ........................................................................... 21
1.4.3 Electronic Postmark ................................................................................................................. 22
1.4.4 Addresses ............................................................................................................................... 22
Table 1- ........................................................................................................................ 24
Table 1-2: No suffix when numbered street is a fraction............................................................................... 24
Table 1-3: Use standard address abbreviations unless proper name .......................................................... 24
Table 1-4: Multiple or consecutive street designations ................................................................................. 25
1.4.5 Transmission Timeframe Affected by Routine Maintenance...................................................... 25
1.4.6 SubmissionIDs in Transmission Manifest and Attachment Mismatch ........................................ 25
1.4.7 SubmissionType in the IRS Submission Manifest ..................................................................... 26
Table 1-5: Values for ReturnType & IRS SubmissionType ........................................................................... 26
1.4.8 Short Period Returns for Partnerships, Corporations and Estates and Trusts ........................... 27
1.4.9 Taxpayers Required to e-file Original and Amended Returns.................................................... 28
1.4.10 Vehicle Identification Number (VIN) for Form 2290 ................................................................... 29
1.5.1 Superseding Returns ............................................................................................................... 30
1.5.2 Amended Returns Forms 1120, 1120-F and 1120-S ................................................................ 30
1.5.3 Amended Partnership, Exempt Organization, Excise Tax, Estate/Trust and Individual Returns . 31
1.5.4 Amended Individual Returns (1040/1040-SR/1040-NR) ................................................................. 32
1.5.5 Corrected Individual Returns (1040-SS/PR) .................................................................................. 32
1.6.1 ................................................................. 32
31.6.2 Exempt Due to IRS e-file Limitations ........................................................................................ 33
2. XML Overview for MeF ................................................................. 38
2.1.1 Schemas ................................................................................................................................. 38
2.1.2 Submission Size ...................................................................................................................... 39
2.1.3 Tag Names .............................................................................................................................. 39
2.1.4 Attributes ................................................................................................................................. 39
2.1.5 Repeating Group ..................................................................................................................... 40
Figure 2-1: Complex Type Identified For Repeating Groups ........................................................................ 41
Figure 2-2: Complex Type Defining Contents of Repeating groups ............................................................. 41
2.1.6 Choice Construct ..................................................................................................................... 42
Figure 2-3: Optional Choice.......................................................................................................................... 42
Figure 2-4: Required Option ......................................................................................................................... 42
2.1.7 CurrencyCodeType .................................................................................................................. 42
Table 2-1: Example of CurrencyCodeType .................................................................................................. 42
2.1.8 efileTypes ................................................................................................................................ 43
Figure 2-5: USAddress efileType ................................................................................................................. 44
Figure 2-6: OtherUSAddress efileType......................................................................................................... 45
Figure 2-7: BusinessNameControlType efileType ........................................................................................ 45
Figure 2-8: PersonNameControlType eFile Type ......................................................................................... 45
Figure 2-9: BusinessNameType efileType.................................................................................................... 46
Figure 2-10: PersonsNameType .................................................................................................................. 46
Figure 2-11: PersonFullName efileType ....................................................................................................... 46
Figure 2-12: IDType efile type ...................................................................................................................... 47
2.1.9 Optional Choice for e-file Types with Required Fields ............................................................... 47
Figure 2-13: Optional Choice........................................................................................................................ 47
2.1.10 Attachments to Corporate Returns, Employment Tax Returns, Estate/Trust Tax Returns,
Extensions, Individual Returns and Partnership Returns........................................................... 48
2.1.11 General Dependency ............................................................................................................... 49
Table 2-2: Available Forms for the General Dependency ............................................................................. 49
2.1.12 XML Character Representation ................................................................................................ 51
2.2.1 Attach a PDF File..................................................................................................................... 51
2.2.2 A Sample Non-XML Document Attached to the Submission ..................................................... 53
Figure 2-14: Binary Attachment XML Document .......................................................................................... 53
2.2.3 A Sample Non-XML Document Attached to a Form .................................................................. 54
4Figure 2-15: PDF Attached to Top Level of Return ...................................................................................... 54
2.2.4 Names and Descriptions for PDFs ........................................................................................... 54
Table 2-3: Names and Descriptions for PDFs .............................................................................................. 54
2.2.5 Form 1040/1040-NR Paper Document Indicator ....................................................................... 56
2.5.1 Form 8838 ............................................................................................................................... 58
2.5.2 Form 7004 ............................................................................................................................... 58
2.5.3 Form 8868 ............................................................................................................................... 58
2.6.1 General Explanation Attachment .............................................................................................. 59
2.6.2 Binary Attachments for Exempt Organization Returns .............................................................. 59
Table 2-4: Example of ATS Scenario 2 Attachment 1 - F1120, line 10, Other Income(ItemizedOtherIncomeSchedule).................................................................................................................................. 61
Table 2-5: Example of 1st subsidiary ItemizedOtherIncomeSchedule.......................................................... 61
Table 2-6: Example of 2nd subsidiary ItemizedOtherIncomeSchedule ........................................................ 62
Table 2-7: Example of 3rd subsidiary ItemizedOtherIncomeSchedule ......................................................... 62
Table 2-8: Format 1 ...................................................................................................................................... 62
Table 2-9: Format 2 ...................................................................................................................................... 63
Table 2-10: Format 3 .................................................................................................................................... 63
2.8.1 MeF Transmission File Structures for IFA................................................................................. 64
Figure 2-16: MeF Transmission File Structure for the IFA Channel ............................................................. 65
2.8.2 Submission File Structure for the IFA Channel ......................................................................... 65
Figure 2-17: IRS Submission File Structure for The IFA Channel ................................................................ 66
2.8.3 Creating a MeF Attachment ..................................................................................................... 66
Figure 2-18: Soap Request Message with 3 Submissions ........................................................................... 67
Figure 2-19: MeF Attachments ..................................................................................................................... 68
Figure 2-20: Third Submission Archive-000075200103470015686 .............................................................. 68
Publication 4164 (Rev. 11-2022) Catalog Number 36166N Department of the Treasury Internal Revenue Service www.irs.gov
Publication 4164
Modernized e-File (MeF) Guide for
Software Developers and Transmitters
Processing Year 2023
2Table of Contents
1. Introduction ................................................................................... 14
1.2.1 IRS Website............................................................................................................................. 16
1.2.2 Communication Vehicles.......................................................................................................... 17
1.3.1 General Items .......................................................................................................................... 17
1.3.2 A2A MeF Software Developer Kit (SDK) and Client Applications .............................................. 18
1.3.3 Identity Protection PIN (IP PIN) ................................................................................................ 19
1.4.1 Current and Prior 2 Tax Years are Accepted ............................................................................ 21
1.4.2 Perfection Periods for Rejected Submissions ........................................................................... 21
1.4.3 Electronic Postmark ................................................................................................................. 22
1.4.4 Addresses ............................................................................................................................... 22
Table 1- ........................................................................................................................ 24
Table 1-2: No suffix when numbered street is a fraction............................................................................... 24
Table 1-3: Use standard address abbreviations unless proper name .......................................................... 24
Table 1-4: Multiple or consecutive street designations ................................................................................. 25
1.4.5 Transmission Timeframe Affected by Routine Maintenance...................................................... 25
1.4.6 SubmissionIDs in Transmission Manifest and Attachment Mismatch ........................................ 25
1.4.7 SubmissionType in the IRS Submission Manifest ..................................................................... 26
Table 1-5: Values for ReturnType & IRS SubmissionType ........................................................................... 26
1.4.8 Short Period Returns for Partnerships, Corporations and Estates and Trusts ........................... 27
1.4.9 Taxpayers Required to e-file Original and Amended Returns.................................................... 28
1.4.10 Vehicle Identification Number (VIN) for Form 2290 ................................................................... 29
1.5.1 Superseding Returns ............................................................................................................... 30
1.5.2 Amended Returns Forms 1120, 1120-F and 1120-S ................................................................ 30
1.5.3 Amended Partnership, Exempt Organization, Excise Tax, Estate/Trust and Individual Returns . 31
1.5.4 Amended Individual Returns (1040/1040-SR/1040-NR) ................................................................. 32
1.5.5 Corrected Individual Returns (1040-SS/PR) .................................................................................. 32
1.6.1 ................................................................. 32
31.6.2 Exempt Due to IRS e-file Limitations ........................................................................................ 33
2. XML Overview for MeF ................................................................. 38
2.1.1 Schemas ................................................................................................................................. 38
2.1.2 Submission Size ...................................................................................................................... 39
2.1.3 Tag Names .............................................................................................................................. 39
2.1.4 Attributes ................................................................................................................................. 39
2.1.5 Repeating Group ..................................................................................................................... 40
Figure 2-1: Complex Type Identified For Repeating Groups ........................................................................ 41
Figure 2-2: Complex Type Defining Contents of Repeating groups ............................................................. 41
2.1.6 Choice Construct ..................................................................................................................... 42
Figure 2-3: Optional Choice.......................................................................................................................... 42
Figure 2-4: Required Option ......................................................................................................................... 42
2.1.7 CurrencyCodeType .................................................................................................................. 42
Table 2-1: Example of CurrencyCodeType .................................................................................................. 42
2.1.8 efileTypes ................................................................................................................................ 43
Figure 2-5: USAddress efileType ................................................................................................................. 44
Figure 2-6: OtherUSAddress efileType......................................................................................................... 45
Figure 2-7: BusinessNameControlType efileType ........................................................................................ 45
Figure 2-8: PersonNameControlType eFile Type ......................................................................................... 45
Figure 2-9: BusinessNameType efileType.................................................................................................... 46
Figure 2-10: PersonsNameType .................................................................................................................. 46
Figure 2-11: PersonFullName efileType ....................................................................................................... 46
Figure 2-12: IDType efile type ...................................................................................................................... 47
2.1.9 Optional Choice for e-file Types with Required Fields ............................................................... 47
Figure 2-13: Optional Choice........................................................................................................................ 47
2.1.10 Attachments to Corporate Returns, Employment Tax Returns, Estate/Trust Tax Returns,
Extensions, Individual Returns and Partnership Returns........................................................... 48
2.1.11 General Dependency ............................................................................................................... 49
Table 2-2: Available Forms for the General Dependency ............................................................................. 49
2.1.12 XML Character Representation ................................................................................................ 51
2.2.1 Attach a PDF File..................................................................................................................... 51
2.2.2 A Sample Non-XML Document Attached to the Submission ..................................................... 53
Figure 2-14: Binary Attachment XML Document .......................................................................................... 53
2.2.3 A Sample Non-XML Document Attached to a Form .................................................................. 54
4Figure 2-15: PDF Attached to Top Level of Return ...................................................................................... 54
2.2.4 Names and Descriptions for PDFs ........................................................................................... 54
Table 2-3: Names and Descriptions for PDFs .............................................................................................. 54
2.2.5 Form 1040/1040-NR Paper Document Indicator ....................................................................... 56
2.5.1 Form 8838 ............................................................................................................................... 58
2.5.2 Form 7004 ............................................................................................................................... 58
2.5.3 Form 8868 ............................................................................................................................... 58
2.6.1 General Explanation Attachment .............................................................................................. 59
2.6.2 Binary Attachments for Exempt Organization Returns .............................................................. 59
Table 2-4: Example of ATS Scenario 2 Attachment 1 - F1120, line 10, Other Income(ItemizedOtherIncomeSchedule).................................................................................................................................. 61
Table 2-5: Example of 1st subsidiary ItemizedOtherIncomeSchedule.......................................................... 61
Table 2-6: Example of 2nd subsidiary ItemizedOtherIncomeSchedule ........................................................ 62
Table 2-7: Example of 3rd subsidiary ItemizedOtherIncomeSchedule ......................................................... 62
Table 2-8: Format 1 ...................................................................................................................................... 62
Table 2-9: Format 2 ...................................................................................................................................... 63
Table 2-10: Format 3 .................................................................................................................................... 63
2.8.1 MeF Transmission File Structures for IFA................................................................................. 64
Figure 2-16: MeF Transmission File Structure for the IFA Channel ............................................................. 65
2.8.2 Submission File Structure for the IFA Channel ......................................................................... 65
Figure 2-17: IRS Submission File Structure for The IFA Channel ................................................................ 66
2.8.3 Creating a MeF Attachment ..................................................................................................... 66
Figure 2-18: Soap Request Message with 3 Submissions ........................................................................... 67
Figure 2-19: MeF Attachments ..................................................................................................................... 68
Figure 2-20: Third Submission Archive-000075200103470015686 .............................................................. 68