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) 2025. 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 2025 documents

Version Available date ATS date Production date Comments
2025v1.0 07/18/2024 Start: 10/28/2024
End: TBD
Not valid for production  

Valid XML schemas and business rules for Form 8849