August 2008

TIGERS MeetingChicago

Internal Revenue Service

2

MeF 1040 Update

• New Mailbox 1040MeF@irs.gov

• New 1040 MeF Page on irs.gov website coming soon

• State MeF Status Information can be found on statemef.com at http://www.statemef.com/downloads/help/MeF_Progress_Tracking.xls

• 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 (1040 + 21

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 (1040 + 21 forms and schedules)

• All feedback regarding 1040 draft schemas and business rules can be sent to 1040MeF@irs.gov

4

MeF Statistics Through 8-3-08

• Total MeF Volume = 2,800,952

Form TypeCUM Projected

ReceiptsCUM Actual

Receipts CUM % Actual vs

Projected

CUM % 2007

vs 2008

1120 212,313 197,126 92.85% 138.56%

1120S 708,174 727,803 102.77% 147.46%

1120-F (new) N/A 21 N/A N/A

7004 1,489,206 1,106,826 74.32% 136.11%

1065/1065-B 512,851 542,296 105.74% 163.15%

990 19,056 28,185 147.91% 218.47%

990-EZ 5,235 6,253 119.45% 214.22%

990-PF 2,928 4,046 138.17% 203.32%

990-N (new) N/A 143,914 N/A N/A

1120-POL N/A 8 N/A N/A

8868 27,980 37,714 134.79% 184.85%

2290 (new) 9,951 6,738 67.71% N/A

720 (new) 651 12 1.84% N/A

8849 (new) N/A 10 N/A N/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 1-866-255-0654.

– ETEC.mailbox@irs.gov effective August 31, 2008

– 1120@irs.gov effective October 31, 2008

– 1065MeF@irs.gov effective October 31, 2008

6

1065 Change for 2009

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

7

IRS Timeline 1120 and 1065

August 22, 2008 Schemas & Business Rules

Post initial TY 2008 version to irs.gov

November 3, 2008 Assurance Testing (ATS)

Testing Startup for TY 2008

December 29, 2008 Last day of MeF processing for 2008

Bring MeF system down to load new tax year programs

January 5, 2009 Production Production Startup for TY 2008--will also support TY 2006 and TY 2007

January 5, 2009 Strong Authentication

(certificates)

Required—passwords no longer accepted

8

Key Publication Dates

Tentative Dates

October 2008 Publication 4164 TY 2008 information for Software Developers

December 2008 Publication 4163 TY 2008 information for IRS Authorized e-file Providers

September 2008 Publication 4162 Form 1120-family ATS scenarios & guidelines

September 2008 Publication 4505 Form 1065-family ATS scenarios & guidelines

September 2008 Publication 4205 Form 990-family ATS scenarios & guidelines

June 2008 Publication 4594 Form 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

StateTotal State Returns Made Available

Fed/State Made Available

State Standalone Made Available

ALST 1 1 0

GAST 5562 2,617 2,945

KSST 5048 2,380 2,668

MDST 7000 2,957 4,043

MIST 2873 655 2,218

MOST 0 0 0

NYST 19890 5,654 14,236

PAST 418 5 413

SCST 22 19 3

WIST 14512 9,640 4,872

Total: 55326 23,928 31,398

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Fed/State Returns through August 6, 2008

State

Total State Returns

Made Available

CorporateFed/State Made

Available

Partnership Fed/State Made

Available

Corporate State Standalone Made

Available

Partnership State Standalone Made

Available

ALST 133 33 N/A 100 N/A

COST 9 2 N/A 7 N/A

GAST 14,080 4,490 165 9,135 290

IDST 1,324 30 2 1,292 0

KSST 16,141 3,828 3,148 6,127 3,038

MDST 23,174 6,220 4,387 9,473 3,094

MIST 743 76 2 645 20

MOST 1,117 323 N/A 794 N/A

MTST 15 0 N/A 15 N/A

NYST 37,185 11,993 N/A 25,192 N/A

ORST 3,105 59 N/A 3,046 N/A

PAST 1,772 890 N/A 882 N/A

SCST 1,338 268 N/A 1,070 N/A

UTST 137 1 0 136 0

WIST 41,688 12,084 7,621 14,140 7,843

Total: 141,961 40,297 15,325 72,054 14,285

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Questions