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Tax Year 2014 Valid XML Schemas and Business Rules for Form 8849 Modernized e-File (MeF)

The following links provide information and technical guidance for software developers and transmitters who are interested in developing software for the Modernized e-File (MeF) Form 8849 for Tax Year (TY) 2014. Included are the XML Schemas, Business Rules, Release Memorandum and specific instructions.

Developers and other Authorized IRS e-file Providers can find information on e-filing returns through MeF in the Publication 4163 and Publication 4164. Test Scenarios for the Form 8849 can be found in Publication 5078.

XML Schemas, Business Rules and Release Memo - Throughout the year, multiple versions of these documents may be in use at the same time. Special attention should be paid to the Release Memo issue date and the projected start and end dates for Assurance Testing System (ATS) and Production.

We have created a page to provide additional information relating to the XML standardization effort. This site includes the XML Workbooks and additional helpful items to assist in the transition process.  For more information on the XML standardization effort see the Modernized e-File MeF XML Standardization page.

 

Tax Year 2014 Valid XML Schemas and Business Rules for Form 8849 Modernized e-File (MeF)
Version Posted ATS Date Production Date XML Documents
2014v2.0 08/07/2014

Start Date: 11/03/2014

End Date

 

Start Date: 

End Date
Release Memo (11/19/2014)
Schemas
Business Rules (10/27/2014)
Business Rules
(Business Rule Listing of 16
Impacted Prior Year Rules)
2014v1.3 10/28/2013

Start Date: 12/16/13

End Date

 

 

Start Date: 1/13/2014

End Date
Release Memo
Schemas
Business Rules
2014v1.2 09/16/2013

Start Date: 11/04/2013

End Date
Not Valid for Production Release Memo
Schemas
Business Rules
2014v1.1 08/05/2013 Not Valid for ATS Not Valid for Production

ReleaseMemo
Schemas
Business Rules

Business Rule Change Page (8/14/2013)

2014v1.0 06/19/2013 Not Valid for ATS Not Valid for Production Release Memo
Schemas
Business Rules
XPATH to XPATH
Updated XPATH to XPATH (07/19/2013)

 

Page Last Reviewed or Updated: 21-Nov-2014