MeF exempt organizations and other tax-exempt entities release memo, July 18, 2024

 

MeF Exempt Organizations and Other Tax Exempt Entities Stakeholders:

We are providing new versions of Tax Year 2024 eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms in Processing Year 2025.

Tax year 2024 schema versions

  • Form 990x (990, 990-EZ, 990-PF): TY2024v2.0
  • Form 990-N: TY2024v1.0
  • Form 990-T: TY2024v2.0
  • Form 1120-POL: TY2024v2.0
  • Form 4720: TY2024v1.0
  • Form 5227: TY2024v2.0
  • Form 5330: TY2024v1.0
  • Form 8868: TY2024v1.0

The schemas and business rules referenced above for Forms 990x, 990-T, 1120-POL, and 5227 will not be available for use in ATS and production.

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

  • All: Updates to e-fileTypes.xsd and efileAttachments.xsd
  • Form 990x, 990-T, 1120-POL: Updates to shared forms
  • Form 1120-POL: Updates to 1120POL
  • Form 8868: Updates to 8868

If you have any questions about the schemas or business rules, please send your inquiry to the MeF mailbox.

Back to 990 form family TY 2024