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Form 8849 Release Memo for TY2015v1.0

July 18, 2014

MeF Excise 8849 Stakeholders:

We have posted Tax Year 2015 Production version eXtensible Mark-up Language (XML) Schemas and Business Rules for the Form 8849, Claim for Refund of Excise Taxes Return that include new tax year form(s) and tax law changes.

The posted schema version TY2015v1.0 was generated by using the latest schemas in production.  The XML standardization was applied and is available for program planning purposes.  These will not be used in ATS or 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.

The following updated Schemas and Business Rules have posted to

Schema Changes:


The above schema includes all tax forms for Form 8849 and is posted to the Production and Assurance Testing System (ATS) charts on the website.  This is a major version update to the schemas and business rules. All changes to the schemas can be found in the “Diff” files.

Business Rule Changes:


Business Rules are posted in two different formats that contain identical information; Adobe (.pdf), and Comma Separated File (.csv). A column within the file identifies changes made from the previous version to help clarify what changes were made.

If you have any questions about the schemas or business rules, please send your inquiry to the MeF Mailbox.

Back to Valid XML Schemas and Business Rules for Form 8849 Modernized e-File (MeF) Page

Page Last Reviewed or Updated: 09-Jan-2017