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 4163 PDF and Publication 4164 PDF. 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 5078 PDF. 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-PF XLSX, 1120-POL XLSX and 990-T XLSXMeF Forms Attachment Listing Tax Year 2021 Forms 990/990-EZ/990-PF and 1120-POL MeF Return Due Dates PDF Tax Year 2021 Stylesheets: MeF Stylesheets Known e-file issues and solutions Production and Acceptance Testing System (ATS) - 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: Back to Current Valid XML Schemas and Business Rules for Exempt Organizations Modernized e-File
