MeF 990 Form Family Release Memo September 02, 2021


MeF Exempt Organization Stakeholders:

We are providing additional eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms for Tax Year 2021, 2020, and 2019 (Processing Year 2022).

Tax Year 2021 Schema Versions:

  • Form 990x (990, 990-EZ, 990-PF): TY2021v3.0
  • Form 990-T: TY2021v3.0
  • Form 1120-POL: TY2021v2.1
  • Form 4720: TY2021v2.0
  • Form 8868: TY2021v2.0

Tax Year 2020 Schema Versions:

  • Form 990-T: TY2020v1.2

Tax Year 2020 Business Rule Change Pages Only:

  • Form 990x (990, 990-EZ, 990-PF): TY2020v4.1
  • Form 990-N: 2020v3.0
  • Form 1120-POL: TY2020v4.1
  • Form 8868: TY2020v2.0

Tax Year 2019 Business Rule Change Pages Only:

  • Form 990x (990, 990-EZ, 990-PF): TY2019v5.2
  • Form 990-N: TY2019v1.0
  • Form 1120-POL: TY2019v5.2
  • Form 8868: TY2019v1.0

The Schemas and Business Rules referenced above for Forms 4720 and 8868 will be available for use in ATS and Production. The remaining forms will be available for ATS only because additional updates will be made.

Accessing the Schemas and Business Rules

Distribution of the schemas and business rules is now through 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.

Additional Information

We package the XML Schemas by form type and version number. Each package includes “DIFF" files that  identify the difference between the schema version listed above and the previous schema version.

We also package the Business Rules by form type and version number. Each package includes two different formats that contain identical information – Adobe (.pdf) and comma separated file (.csv). A column within the file identifies changes made from the previous version.

Key schema changes for TY2021 are listed below:

  • All forms: efileTypes.xsd updates.
  • Form 990x (990, 990-EZ, 990-PF): IRS990, IRS990PF and shared form updates.
  • Form 990-T: IRS990T, IRS990TScheduleA, dependencies and shared form updates.
  • Form 1120-POL: Shared form updates.
  • Form 4720: IRS4720 and new dependency added.

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

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