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 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 PDF and Publication 4164 PDF. 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 Memos - 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 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
N/A

2021v1.0

06/15/2020 Start: 11/02/2020 
End: 11/21/2020
Not Valid for Production Business Rule
Change Page
dated
07/22/2020

Current Valid XML Schemas and Business Rules for Form 8849

Modernized e-File (MeF) Schemas and Business Rules