august 2008 tigers meeting chicago internal revenue service
TRANSCRIPT
August 2008
TIGERS MeetingChicago
Internal Revenue Service
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MeF 1040 Update
• New Mailbox [email protected]
• 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
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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 [email protected]
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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
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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.
– [email protected] effective August 31, 2008
– [email protected] effective October 31, 2008
– [email protected] effective October 31, 2008
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1065 Change for 2009
New extension period for Forms 1065, 1041 and 8804 (5 months)
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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
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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
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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
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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