TY2021 XML Schemas and Business Rules for Exempt Organizations Modernized e-File

 

Updates for TY2021:

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, 990-T, 1120-POL, 8868, 4720, and 5330 for Tax Year (TY) 2021 and Form 8038-CP for TY2022. 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 4163PDF and Publication 4164PDF.

Test scenarios for the Form 990 family, 990-N, 990-T, 1120-POL, 8868,4720, 5330, and 8038-CP are listed on the Exempt Organizations MeF Assurance Testing System (ATS) Test Scenarios page.

General testing information can be found in Publication 5078PDF.

Tax Year 2021 Documents

  • Tax Year 2021 Forms 990/990-EZ/990-PF and 1120-POL MeF Accepted Forms and Schedules

  • Tax Year 2021 Forms 990/990-EZ/990-PFXLSX, 1120-POLXLSX and 990-TXLSXMeF Forms Attachment Listing

  • Tax Year 2021 Forms 990/990-EZ/990-PF and 1120-POL MeF Return Due DatesPDF 

  • Tax Year 2021 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 TY2021 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2021v4.3 02-09-2023 Start Date: 03-05-2023
End Date:
Start Date: 03-19-2023
End Date:
2021v4.2 02-10-2022

Start Date: 03-06-2022

End Date: 

Start Date: 03-20-2022

End Date:

2021v4.1

11-08-2021

Start Date: 12-12-2021

End Date: 

Start Date: 01-07-2022

End Date:

2021v4.0

10-12-2021

Start Date: 11-21-2021

End Date:

Start Date: 01-07-2022

End Date:

2021v3.0

09-02-2021

Start Date: 10-12-2021

End Date: 11-20-2021

Not operational in production

2021v2.0

07-22-2021

Not operational in ATS

Not operational in production

2021v1.0

06-10-2021

Not operational in ATS

Not operational in production

Form 990N

Links to Form 990N TY2021 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates

2021v1.2

11-08-2021

Start Date: 12-12-2021

End Date:

Start Date: 01-07-2022

End Date:

2021v1.1

10-12-2021

Start Date: 11-21-2021

End Date:

Start Date: 01-07-2022
End Date:

2021v1.0

07-22-2021

Start Date: 10-12-2021

End Date:

Start Date: 01-07-2022

End Date:

Form 990T

Links to Form 990T TY2021 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2021v4.3 02-09-2023

Start Date: 03-05-2023

End Date:

Start Date: 03-19-2023

End Date:

2021v4.3 04-21-2022

Start Date: 06-05-2022

End Date:

Start Date: 06-19-2022
2021v4.2 02-10-2022

Start Date: 03-06-2022

End Date: 

Start Date: 03-20-2022

End Date:

2021v4.1 11-08-2021

Start Date: 12-12-2021

End Date:

Start Date: 01-07-2022

End Date:

2021v4.0 10-12-2021

Start Date: 11-21-2021

End Date:

Start Date: 01-07-2022

End Date:

2021v3.0 09-02-2021

Start Date: 10-12-2021

End Date: 11-20-2021

Not operational in production
2021v2.0 07-22-2021

Not operational in ATS

Not operational in production

2021v1.0

06-10-2021

Not operational in ATS

Not operational in production

Form 1120-POL

Links to Form 1120-POL TY2021 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2021v3.3 04-21-2022

Start Date: 06-05-2022

End Date:

Start Date: 06-19-2022

End Date:

2021v3.2 02-10-2022

Start Date: 03-06-2022

End Date: 

Start Date: 03-20-2022

End Date:

2021v3.1 11-08-2021

Start Date: 12-12-2021

End Date:  

Start Date: 01-07-2022

End Date:

2021v3.0 10-12-2021

Start Date: 11-21-2021

End Date:

Start Date: 01-07-2022

End Date:
2021v2.1 09-02-2021

Start Date: 10-12-2021

End Date: 11-20-2021

Not operational in production

2021v2.0

07-22-2021

Start Date: 10-12-2021

End Date: 11-20-2021

Not operational in production

2021v1.0 06-10-2021

Not operational in ATS

Not operational in production

Form 8868

Links to Form 8868 TY2021 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2021v2.1 11-08-2021

Start Date: 12-12-2021

End Date:

Start Date: 01-07-2022

End Date:

2021v2.0 09-02-2021

Start Date: 10-12-2021

End Date:

Start Date: 01-07-2022

End Date:

2021v1.0 07-22-2021 Not operational in ATS Not operational in production

Form 4720

Links to Form 4720 TY2021 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2021v2.0

09-02-2021

Start Date: 10-12-2021

End Date:

Start Date: 01-07-2022

End Date:

2021v1.0 07-22-2021 Not operational in ATS Not operational in Production

Form 8038-CP

Links to Form 8038-CP TY2022 Schemas, Business Rules, Release Memos
Version Available Date ATS Dates Production Dates
2022v1.0 02-10-2022

Start Date: 03-06-2022

End Date:

Start Date: 03-20-2022

End Date:

Form 5330

Links to Form 5330 TY2021 Schemas, Business Rules, Release Memos

Version Available Date ATS Dates Production Dates
2021v1.0 04-21-2022

Start Date: 06-05-2022

End Date:

Start Date: 06-19-2022

End Date:

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