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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.
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
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Tax Year 2021 Forms 990/990-EZ/990-PF and 1120-POL MeF Accepted Forms and Schedules
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Tax Year 2021 Forms 990/990-EZ/990-PF XLSX, 1120-POL XLSX and 990-T XLSXMeF Forms Attachment Listing
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Tax Year 2021 Forms 990/990-EZ/990-PF and 1120-POL MeF Return Due Dates PDF
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Tax Year 2021 Stylesheets: MeF Stylesheets
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Known e-file issues and solutions
Production and Acceptance Testing System (ATS) - Current valid schemas
Form 990/990-EZ/990-PF
| 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: |
|
11-08-2021 |
Start Date: 12-12-2021 End Date: |
Start Date: 01-07-2022 End Date: |
|
|
10-12-2021 |
Start Date: 11-21-2021 End Date: |
Start Date: 01-07-2022 End Date: |
|
|
09-02-2021 |
Start Date: 10-12-2021 End Date: 11-20-2021 |
Not operational in production |
|
|
07-22-2021 |
Not operational in ATS |
Not operational in production |
|
|
06-10-2021 |
Not operational in ATS |
Not operational in production |
Form 990N
| Version | Available Date | ATS Dates | Production Dates |
|---|---|---|---|
|
11-08-2021 |
Start Date: 12-12-2021 End Date: |
Start Date: 01-07-2022 End Date: |
|
|
10-12-2021 |
Start Date: 11-21-2021 End Date: |
Start Date: 01-07-2022 |
|
|
07-22-2021 |
Start Date: 10-12-2021 End Date: |
Start Date: 01-07-2022 End Date: |
Form 990T
| 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 |
|
06-10-2021 |
Not operational in ATS |
Not operational in production |
Form 1120-POL
| 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 |
|
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
| 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
| 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
| 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