TY2017 XML Schemas and Business Rules for Exempt Organizations Modernized e-file

Notice: Historical Content
This is an archival or historical document and may not reflect current law, policies or procedures.

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) 2017. 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 2017 Documents

  • Tax Year 2017 Forms 990/990-EZ/990-PF and 1120-POL MeF Accepted Forms and Schedules
  • Tax Year 2017 Forms 990/990-EZ/990-PF and 1120-POL MeF Forms Attachment Listing
  • Tax Year 2017 Forms 990/990-EZ/990-PF and 1120-POL MeF Return Due Dates
  • Tax Year 2017 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 TY2017 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates
2017v2.3 02-15-2018

Start Date: 03-11-2018

End Date:

Start Date: 03-18-2018

End Date:
2017v2.2 12-13-2017

Start Date: 12-29-2017

End Date:

Start Date: 01-08-2018

End Date:
2017v2.1 12-06-2017

Start Date: 12-10-2017

End Date:

Start Date: 01-08-2018

End Date:
2017v2.0 09-27-2017

Start Date: 10-30-2017

End Date:

Start Date: 01-08-2018

End Date:

2017v1.1 08-16-2017

Not operational in ATS

Not operational in production

2017v1.0

2017v1.0

08-16-2017

06-28-2017

Not operational in ATS

Not operational in production

Form 990N

Links to Form 990N TY2017 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates

2017v1.1

(rule change)

02-15-2018

Start Date: 03-11-2018

End Date:

Start Date: 03-18-2018

End Date:

2017v1.1

(rule change)

12-13-2017

Start Date: 12-29-2017

End Date:

Start Date: 01-08-2018

End Date:

2017v1.1 09-27-2017

Start Date: 10-30-2017

End Date:

Start Date: 01-08-2018

End Date:

2017v1.0 06-28-2017

Start Date: 10-30-2017

End Date

Start Date: 01-08-2018

End Date:

Form 1120-POL

Links to Form 1120-POL TY2017 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates

2017v1.1

(rule change)
02-15-2018

Start Date: 03-11-2018

End Date:

Start Date: 03-18-2018

End Date:

2017v1.1

(rule change)

12-13-2017

Start Date: 12-29-2017

End Date:

Start Date: 01-08-2018

End Date:

2017v1.1 09-27-2017

Start Date: 10-20-2017

End Date:

Start Date: 01-08-2018

End Date:

2017v1.0

06-28-2017

Start Date: 10-20-2017

End Date:

Start Date: 01-08-2018

End Date

Form 8868

Links to Form 8868 TY2017 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates

2017v1.1

(rule change)
02-15-2018

Start Date: 03-11-2018

End Date:

Start Date: 03-18-2018

End Date:

2017v1.1

(rule change)

12-13-2017

Start Date: 12-29-2017

End Date:

Start Date: 01-08-2018

End Date:

2017v1.1 09-27-2017

Start Date: 10-20-2017

End Date:

Start Date: 01-08-2018

End Date

2017v1.0 06-28-2017

Start Date: 10-20-2017

End Date:

Start Date: 01-08-2018

End Date