MeF 990 Form Family Release Memo August 20, 2018

MeF Exempt Organization Stakeholders:

We are providing additional eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms for Tax Year 2018 (Processing Year 2019).

Tax Year 2018 Schema Versions:

  • Form 990x (990, 990-EZ, 990-PF): TY2018v2.1
  • Form 1120-POL: TY2018v1.2

990 Family Schemas and Business Rules Distribution is now through the Registered User Portal and your e-services mailbox. This mailbox is part of the Secure Object Repository (SOR). Users will access their mailbox in their existing e-services account to pick up the schema and business rules packages.

At this time, we expect the Schemas and Business Rules version listed above will be used in ATS. However, we are currently making updates to the Form 990x and 1120-POL schemas and rules for Processing Year 2019 which will result in this version becoming obsolete. Updated versions will be released as they become available.

XML Schemas

The schemas are packaged by form type and version number. "Diff" files are included which identify the difference between the schema version listed above and the previous schema version.

Business Rules

Business Rules are packaged, by form type and version number. Two different formats are provided that contain identical information – Adobe (.pdf) and comma separated file (.csv). A column within the file identifies changes made from the previous version.

Key Changes

TY2018:

  • Form 990x and 1120-POL: Shared form change.

If you have any questions about the Schemas or Business Rules, please send your inquiry to the MeF Mailbox.
 

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