MeF 990 Form Family Release Memo December 13, 2017

MeF Exempt Organization Stakeholders:

We are providing additional eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms for Tax Years 2017, 2016 and 2015 (Processing Year 2018).

Tax Year 2017 Schema Versions:

  • Form 990x (990, 990-EZ, 990-PF): TY2017v2.2

Current and Prior Tax Year Business Rule Updates:

  • Form 990x (990, 990-EZ, 990-PF): TY2016v3.1 and TY2015v3.0
  • Form 990-N: TY2017v1.1, TY2016v2.1 and TY2015v1.1
  • Form 1120-POL: TY2017v1.1, TY2016v2.3 and TY2015v2.1
  • Form 8868: TY2017v1.1, TY2016v2.1

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.

The Schemas and Business Rules versions listed above will be used in ATS beginning December 29, 2017, and Production (date to be determined)

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

TY2017:

  • Form 990x: Shared form changes.

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

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