MeF 990 Form Family Release Memo September 3, 2019


MeF Exempt Organization Stakeholders:

We are providing additional eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms for Tax Year 2019 (Processing Year 2020). Business rule updates are also being made for prior years TY2017 and TY2018.

Tax Year 2019 Schema Versions:

  • Form 990x (990, 990-EZ, 990-PF): TY2019v3.0
  • Form 1120-POL: TY2019v3.0

Current Year Business Rule Changes:

  • Form 990-N: TY2019v1.0
  • Form 8868: TY2019v1.0

Prior Year Business Rule Changes:

  • Form 990x (990, 990-EZ, 990-PF): TY2017v2.3 and TY2018v3.1
  • Form 1120-POL: TY2017v1.1 and TY2018v2.1
  • Form 990-N: TY2017v1.1 and TY2018v1.0
  • Form 8868: TY2017v1.1 and TY2018v1.0

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 available for use in ATS and Production.

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

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

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

Back to 990 Form Family TY2019 Main Page