MeF 990 Form Family Release Memo August 16, 2017

MeF Exempt Organization Stakeholders:

We are providing eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms for Tax Year 2017 (Processing Year 2018).

Tax Year 2017 Schema Versions:

  • Form 990x (990, 990-EZ, 990-PF): TY2017v1.0_corrected
  • Form 990x (990, 990-EZ, 990-PF): TY2017v1.1

990 Family Schemas and Business Rules Distribution are now distributed 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 not be used in ATS and Production. We are currently making updates to the Form 990x schemas and rules for Processing Year 2018 changes. Updated versions will be released as they become available.

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

TY2017:

  • Form 990x_v1.0_corrected: Corrections to Schedule A and Form 990-PF.
  • Form 990x_v1.1: Shared form change.

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

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