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). Business rule updates are also being made for prior years TY2016 and TY2017.
Tax Year 2018 Schema Versions:
- Form 990x (990, 990-EZ, 990-PF): TY2018v1.1
- Form 1120-POL: TY2018v1.1
Current Year Business Rule Updates:
- Form 990-N: TY2018v1.0
- Form 8868: TY2018v1.0
Prior Year Business Rule Updates:
- Form 990x (990, 990-EZ, 990-PF): TY2017v2.3
- Form 990x (990, 990-EZ, 990-PF): TY2016v3.1
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 and Production, with the exception of the Form 990x (990, 990-EZ, 990-PF). We are currently making updates to the Form 990x schemas and rules for Processing Year 2019 changes. Updated versions will be released as they become available.
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 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.
- Form 990x: Form 990 Schedule A, DonorAdvisedFundStatement, and shared form changes.
- Form 1120POL: 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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