MeF 990 Form Family Release Memo October 19, 2020

 

MeF Exempt Organization Stakeholders:

We are providing new versions of Tax Year 2020 and 2019 eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms.

Tax Year 2020 Schema Versions:

  • Form 990x (990, 990-EZ, 990-PF): TY2020v3.0
  • Form 1120-POL: TY2020v3.0
  • Form 990-N: TY2020v3.0
  • Form 8868: TY2020v2.0

Tax Year 2019 Schema Versions:

  • Form 990x (990, 990-EZ, 990-PF): TY2019v5.2
  • Form 1120-POL: TY2019v5.2

The Schemas and Business Rules referenced above will be available for use in ATS. The schema will be available in Production with the exception of Form 990x and 1120-POL for TY2020v3.0. There will be additional updates for the Form 990x and 1120-POL TY2020 schema.

Accessing the Schemas and Business Rules

Distribution of the schemas and business rules 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.

Additional Information

We package the XML Schemas by form type and version number. Each package includes "DIFF" files that identify the difference between the schema version listed above and the previous schema version.

We also package the Business Rules by form type and version number. Each package includes two different formats that contain identical information – Adobe (.pdf) and comma separated file (.csv). A column within the file identifies changes made from the previous version.

Key schema changes are listed below:

  • Form 990x (990, 990-EZ, 990-PF), TY2020: eFileTypes.xsd, eFileAttahments.xsd, shared form updates.
  • Form 1120-POL, TY2020: eFileTypes.xsd, eFileAttahments.xsd, shared form updates.
  • Form 990-N: eFileTypes.xsd, eFileAttahments.xsd
  • Form 8868: eFileTypes.xsd, eFileAttahments.xsd
  • Form 990x (990, 990-EZ, 990-PF), TY2019: Shared form updates.
  • Form 1120-POL, TY2019: Shared form updates.

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

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