Tax Year 2021 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) 2021. Included are the Extensible Markup Language (XML) Schemas, Business Rules, Release Memoranda, and specific instructions.

Developers and other Authorized IRS e-file Providers can find information on e-filing returns through MeF in the Publication 4163PDF and Publication 4164PDF. Test Scenarios for Form 8849 can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) Page.

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

Tax Year 2021 Documents

TY2021 Valid XML Schemas and Business Rules for Form 8849 Modernized e-File

Version Available Date ATS Date Production Date Comments
2021v2.0 10/16/2020 Start: 11/22/2020 
End: TBD
Start: 01/08/2021 
End: TBD
Business Rules Change Page dated 09/02/2021

Current Valid XML Schemas and Business Rules for Form 8849

Modernized e-File (MeF) Schemas and Business Rules