TY2020 XML schemas and business rules for exempt organizations Modernized e-File

 

Updates for TY2020:

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, 8868 and 4720 for Tax Year (TY) 2020. 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 PDF and Publication 4164 PDF.

Test scenarios for the Form 990 family, 990-N, 990-T, 1120-POL, 8868 and 4720 are listed on the Exempt Organizations MeF Assurance Testing System (ATS) Test Scenarios page.

General testing information can be found in Publication 5078 PDF.

Tax year 2020 documents

Production and Acceptance Testing System (ATS) - Current valid schemas

Form 990/990-EZ/990-PF

Links to Form 990 TY2020 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2020v4.2 10-12-2021 Start Date: 10-12-2021
End Date:		 Start Date: 01-07-2022
End Date:
2020v4.1
(change page only)		 09-02-2021 Start Date: 10-12-2021
End Date:		 Start Date: 01-07-2022
End Date:
2020v4.1 02-11-2021 Start Date: 03-07-2021
End Date:		 Start Date: 03-21-2021
End Date:
2020v4.0 11-23-2020 Start Date: 12-13-2020
End Date:		 Start Date: 01-08-2021
End Date:
2020v3.0 10-17-2020 Start Date: 11-22-2020
End Date: 12-12-2020		 Not operational in production
2020v2.1 09-02-2020

Start Date: 11-02-2020
End Date: 11-21-2020

 Not operational in production
2020v2.0 07-23-2020

Start Date: 11-02-2020
End Date: 11-21-2020

 Not operational in production
2020v1.0 06-15-2020 Not operational in ATS Not operational in production

Form 990N

Links to Form 990N TY2020 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2020v3.0
(change page only)		 09-02-2021 Start Date: 10-12-2021
End Date:		 Start Date: 01-07-2022
End Date:
2020v3.0 10-17-2020 Start Date: 11-22-2020
End Date:		 Start Date: 01-08-2021
End Date:
2020v2.0 07-23-2020 Start Date: 11-02-2020
End Date: 11-21-2020		 Not operational in production
2020v1.0 06-15-2020 Not operational in ATS Not operational in production

Form 990T

Links to Form 990T TY2020 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2020v1.3 10-12-2021 Start Date: 11-21-2021
End Date:		 Start Date: 01-07-2022
End Date:
2020v1.2
(business rules only)		 10-12-2021 Start Date: 10-12-2021
End Date:		 Start Date: 01-07-2022
End Date:
2020v1.2 09-02-2021 Start Date: 10-12-2021
End Date:		 Start Date: 01-07-2022
End Date:
2020v1.1 02-11-2021 Start Date: 03-07-2021
End Date:		 Start Date: 03-21-2021
End Date:
2020v1.0 11-23-2020 Start Date: 12-13-2020
End Date:		 Start Date: 02-07-2021
End Date:

Form 1120-POL

Links to Form 1120-POL TY2020 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2020v4.1
(change page only)		 09-02-2021 Start Date: 10-12-2021
End Date:		 Start Date: 01-07-2022
End Date:
2020v4.1 02-11-2021 Start Date: 03-07-2021
End Date:		 Start Date: 03-21-2021
End Date:
2020v4.0 11-23-2020 Start Date: 12-13-2020
End Date:		 Start Date: 01-08-2021
End Date:
2020v3.0 10-17-2020 Start Date: 11-22-2020
End Date: 12-12-2020		 Not operational in production
2020v2.1 09-02-2020 Start Date: 11-02-2020
End Date: 11-21-2020		 Not operational in production
2020v2.0 07-23-2020 Start Date: 11-02-2020
End Date: 11-21-2020		 Not operational in production

2020v1.0

 06-15-2020 Not operational in ATS Not operational in production

Form 8868

Links to Form 8868 TY2020 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2020v2.0
(change page only)		 09-02-2021 Start Date: 10-12-2021
End Date:		 Start Date: 01-07-2022
End Date:
2020v2.0 10-17-2020 Start Date: 11-22-2020
End Date:		 Start Date: 01-08-2021
End Date:

2020v1.0
(change page only)

 07-23-2020 Start Date: 11-02-2020
End Date: 11-21-2020		 Not operational in production
2020v1.0 06-15-2020 Start Date: 11-02-2020
End Date: 11-21-2020		 Not operational in production

Form 4720

Links to Form 4720 TY2020 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2020v1.0 02-11-2021 Start Date: 03-07-2021
End Date:		 Start Date: 03-21-2021
End Date:

Back to: Current Valid XML Schemas and Business Rules for Exempt Organizations Modernized e-File

Page Last Reviewed or Updated: 09-Sep-2024