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 and Publication 4164 .

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 .

Tax Year 2020 Documents

Production & Acceptance Testing System (ATS) System - 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
2020v4.1 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 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
2020v1.1 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 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 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:

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