TY2018 XML Schemas and Business Rules for Exempt Organizations Modernized e-file

Updates for TY2018:

The links below provide information and technical guidance for software developers and transmitters who are interested in developing software for the Modernized e-File Forms 990, 990-EZ, 990-N, 990-PF, 1120-POL and 8868 for Tax Year (TY) 2018. Included are the XML Schemas, Business Rules, Release Memorandums and specific instructions.

Developers and other Authorized IRS e-file Providers can find information on e-filing returns through MeF in Publication 4163 and Publication 4164.

Test scenarios for the Form 990 family, 990-N, 1120-POL and 8868 are listed on the Exempt Organizations MeF Assurance Testing System (ATS) Test Scenarios page.

General testing information can be found in Publication 5078.

Tax Year 2018 Documents

  • Tax Year 2018 Forms 990/990-EZ/990-PF and 1120-POL MeF Accepted Forms and Schedules
  • Tax Year 2018 Forms 990/990-EZ/990-PF and 1120-POL MeF Forms Attachment Listing
  • Tax Year 2018 Forms 990/990-EZ/990-PF and 1120-POL MeF Return Due Dates
  • Tax Year 2018 Stylesheets: MeF Stylesheets
  • Known e-file issues and solutions

Production & Acceptance Testing System (ATS) System - Current Valid Schemas

Form 990/990-EZ/990-PF

Links to Form 990 TY2018 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates

2018v3.1

12-10-2018 Start Date: 12-30-2018
End Date:
Start Date: 01-08-2019
End Date:
2018v3.0 10-23-2018 Start Date: 12-9-2018
End Date:
Start Date: 01-08-2019
End Date:
2018v2.1 8-20-2018 Start Date: 10-29-2018
End Date: 12-8-2018
Not operational in production
2018v2.0 07-25-2018 Start Date: 10-29-2018
End Date: 12-8-2018
Not operational in production
2018v1.1 06-13-2018 Not operational in ATS Not operational in production
2018v1.0 05-16-2018 Not operational in ATS Not operational in production

 

 

Form 990N

Links to Form 990N TY2018 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates

2018v1.0

(rule change)

06-13-2018 Start Date: 10-29-2018
End Date:
Start Date: 01-08-2019
End Date:
2018v1.0 05-16-2018 Start Date: 10-29-2018
End Date:
Start Date: 01-08-2019
End Date:

 

 

Form 1120-POL

Links to Form 1120-POL TY2018 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates

2018v2.1
 

12-10-2018 Start Date: 12-30-2018
End Date:
Start Date: 01-08-2019
End Date:
2018v2.0 10-23-2018 Start Date: 12-9-2018
End Date:
Start Date: 01-08-2019
End Date:
2018v1.2 08-20-2018 Start Date: 10-29-2018
End Date: 12-8-2018
Not operational in production
2018v1.1 06-13-2018 Start Date: 10-29-2018
End Date: 12-8-2018
Not operational in production
2018v1.0 05-16-2018 Start Date: 10-29-2018
End Date: 12-8-2018
Not operational in production

 

Form 8868

Links to Form 8868 TY2018 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates

2018v1.0

(rule change)

06-13-2018 Start Date: 10-29-2018
End Date:
Start Date: 01-08-2019
End Date:
2018v1.0 05-16-2018 Start Date: 10-29-2018
End Date:
Start Date: 01-08-2019
End Date: