Form 4136

• Form 4136 Lines 5e(c), 12h(c) and 12i(c) should have been defined as FuelGallonsType rather than AlternativeFuelTypes. Also lines 12h(c) and 12i(c) are erroneously identified as lines 12h(a) and 12i(a).

Workaround:

• Taxpayers who need to complete the Form 4136 lines in question should leave Lines 5e(c), 12h(c) and 12i(c) blank in the F4136 xml schema or the schema will reject. However, include the AmountOfCredit on Line 5e(d), 12h(d) and 12i(d) and the applicable creditReferenceNumber in your schema submission. Also, provide the values that should have been entered on Lines 5e(c), 12h(c) and 12i(c) with an explanation using the General Dependency schema and use "Form 4136 Lines 5e(c) 12h(c) and 12i(c)" as the description. The xml schema will be corrected in a future schema release.

Form 8907

• Late Legislation Form 8907 stylesheet not updated for beginning of filing season

Workaround:

• Due to late legislation changes, MeF is not using the changed text on Form 8907 stylesheet for TY2008.  The IRS will notify software developers of the following stylesheet issues: Future stylesheet change text for line 13. Replace text “Form 3800, line 1p” to “Form 3800, line 1o” Future stylesheet change text for line 15. Replace text “Form 3800, line 1p” to “Form 3800, line 1o”

Schedule M-3:

• The TY2008 changes to attachments for Lines 5, 6, & 7 require three amounts rather than one amount to be reported for each entity removed or included: net income (loss), total assets, and total liabilities. The schemas currently are not developed for this information.

Workaround:

• If the taxpayer now needs to report three amounts for each entity removed or included on Part 1 Lines 5, 6 & 7 attachment: net income (loss), total assets, and total liabilities, then use the following workaround until the attachments for these lines are revised for TY 2008.  Attach the amounts of each entity removed or included, net income (loss), total assets and total liabilities, with Name and EIN as a PDF.  Name the PDF file "M-3Line5-6-7EntityScheduleAssetsAndTotalLiabilities.PDF" and Describe it as "M-3 Line 5-6-7 Entity Schedule Assets and Total Liabilities"   IRS will allow all elections and/or disclosure statements with “columnar data” to be attached in PDF format.

EIN/Name Control Business Rule

When this Business Rule is enabled, it will reject a tax return if the Name Control and EIN do not match IRS records. Modifications have been made to the Business Rule that should decrease the number of rejects.

• Proximal Match
• Name Change Box – If this box is checked, this would permit the return to be accepted. Changes to the name control will be made in downstream processing.

For help, see FAQ’s for Using the Correct Name Control in e-filing Partnership Tax Returns.