Tax year 2024 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) 2024. Included are the Extensible Markup Language (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 Modernized e-File (MeF) in the Publication 4163 PDF and Publication 4164 PDF. Test Scenarios for Form 8849 can be found on the Assurance Testing System (ATS) 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 2024 documents

Version Available date ATS date Production date Comments
2024v1.0 06/08/2023 Start: 10/23/2023

End: TBD

Start: 01/16/2024

End: TBD

Business Rule Updates dated 11/13/2023

Schemas Updates 02/08/2024

Valid XML schemas and business rules for Form 8849