June 4, 2007 MeF Form 1040 Status for TIGERS Meeting Internal Revenue Service
2 MeF 1040 Current Timeline Release 6.0 –ATSJune 2009Tax Year w/xx forms –Production Aug 2009Tax Year w/xx forms –ATSNov 2009Tax Year w/xx forms Tax Year w/xx forms -Production Jan 2010 (same as ATS)
3 MeF 1040 Current Timeline Release 7.0 –ATSNov 2010Tax Year w/all forms and schedules » Tax Years 2009 and » w/xx forms and schedules –Production Jan 2011Tax Year w/all forms and schedules Tax Years 2009 and w/xx forms and schedules LEGACY E-FILE RETIREMENT IS TENTATIVELY SCHEDULED FOR JANUARY 2012!!!
4 MeF 1040 Forms and Schedules 1040 with original forms and schedules: – Sch D –1040 Sch A1040 Sch EIC –1040 Sch B1099-R8812W-2 IRS is looking to add additional forms in Release 6.0 but the forms under consideration can not be provided until the request for proposal solicitation is published.
5 TIGERS MeF 1040 Requirements Based on previous TIGERS Meeting –Adding Secondary SSN field –EFIN will be validated –Adding Imperfect Return Indicator –Adding ITIN mismatch indicator Will be incorporated into 1040 Fed/State requirements
6 Working on a FACT Sheet For FTA Working on Fact Sheet to be sent to all State Commissioners to stress the need to support MeF Working with TAG to track states that are not on board and will plan to meet with those states.