August 2008 TIGERS Meeting Chicago Internal Revenue Service

2 MeF 1040 Update New Mailbox New 1040 MeF Page on irs.gov website coming soon State MeF Status Information can be found on statemef.com at Upcoming 1040 Working Group Meeting –September 4, 2008 in New Carrollton –9:00am to 12:30am –Conference call capabilities will be available

3 MeF 1040 Draft Schemas and Business Rules May 2008: –Distributed TY2007 schemas and business rules ( forms and schedules) –Distributed mapping of Legacy 1040 error reject codes to MeF 1040 business rules Fall 2008: –Plan to distribute updated TY2008 schemas and business rules ( forms and schedules) All feedback regarding 1040 draft schemas and business rules can be sent to

4 MeF Statistics Through Total MeF Volume = 2,800,952 Form Type CUM Projected Receipts CUM Actual Receipts CUM % Actual vs Projected CUM % 2007 vs ,313197, %138.56% 1120S708,174727, %147.46% 1120-F (new)N/A21N/A 70041,489,2061,106, %136.11% 1065/1065-B512,851542, %163.15% 99019,05628, %218.47% 990-EZ5,2356, %214.22% 990-PF2,9284, %203.32% 990-N (new)N/A143,914N/A 1120-POLN/A ,98037, %184.85% 2290 (new)9,9516, %N/A 720 (new) %N/A 8849 (new)N/A10N/A

5 MeF Mailboxes to be Shutdown The following mailboxes will be shutdown and all questions previously sent through these mailboxes will need to be forwarded through the e-Help Desk by calling effective August 31, effective October 31, effective October 31,

Change for 2009 New extension period for Forms 1065, 1041 and 8804 (5 months)

7 IRS Timeline 1120 and 1065 August 22, 2008Schemas & Business Rules Post initial TY 2008 version to irs.gov November 3, 2008Assurance Testing (ATS) Testing Startup for TY 2008 December 29, 2008Last day of MeF processing for 2008 Bring MeF system down to load new tax year programs January 5, 2009ProductionProduction Startup for TY will also support TY 2006 and TY 2007 January 5, 2009Strong Authentication (certificates) Required—passwords no longer accepted

8 Key Publication Dates Tentative Dates October 2008Publication 4164TY 2008 information for Software Developers December 2008Publication 4163TY 2008 information for IRS Authorized e-file Providers September 2008Publication 4162Form 1120-family ATS scenarios & guidelines September 2008Publication 4505Form 1065-family ATS scenarios & guidelines September 2008Publication 4205Form 990-family ATS scenarios & guidelines June 2008Publication 4594Form 2290/720/8849 ATS scenarios & guidelines

9 MeF Fed/State Update  15 States in Production status for 1120:  AL, CO, GA, ID, KS, MD, MI, MO, MT, NYS, OR, PA, SC, UT and WI  7 States in Production status for 1065:  GA, ID, KS, MD, MI, UT and WI

10 Fed/State Returns for Calendar Year 2007 The IRS made available State submissions for 10 states - Total Volume 55, 326

11 Fed/State Returns through August 6, 2008 State Total State Returns Made Available Corporate Fed/State Made Available Partnership Fed/State Made Available Corporate State Standalone Made Available Partnership State Standalone Made Available ALST13333N/A100N/A COST92N/A7 GAST14,0804, , IDST1, ,2920 KSST16,1413,8283,1486,1273,038 MDST23,1746,2204,3879,4733,094 MIST MOST1,117323N/A794N/A MTST150N/A15N/A NYST37,18511,993N/A25,192N/A ORST3,10559N/A3,046N/A PAST1,772890N/A882N/A SCST1,338268N/A1,070N/A UTST WIST41,68812,0847,62114,1407,843 Total:141,96140,29715,32572,05414,285

12 Questions