Tax Year 2020 Valid XML, Schemas and Business Rules for Form 8849 Modernized e-File (MeF)

The links below 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) 2020. 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 Form 8849 can be found on the ATS Updates Page.

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.

Tax Year 2020 Documents

TY2020 Valid XML Schemas and Business Rules for Form 8849 Modernized e-File

Version Available Date ATS Date Production Date Comments

2020v1.1

07/23/2019 Not Valid for ATS Not Valid for Production N/A
2020v1.0 06/11/2019 Not Valid for ATS Not Valid for Production N/A

Current Valid XML Schemas and Business Rules for Form 8849

Modernized e-File (MeF) Schemas and Business Rules