Tax year 2022 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) 2022. 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 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).

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 2022 documents

TY2022 valid XML schemas and business rules for Form 8849 Modernized E-File

Version Available date ATS date Production date Comments
2022v2.0 07/22/2021 Start: 10/12/2021
End: TBD
Start: 01/07/2022
End: TBD

Business rules change page dated 11/13/2023

Business rules change page dated 09/02/2021


Valid XML schemas and business rules for Form 8849

Modernized e-file (MeF) schemas and business rules