IRS updates IDES users on testing window, system migration and required user password reset

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FATCA News & Information June 13, 2024
Useful Links: IRS.gov FATCA Home News Essentials Key FATCA Provisions News Releases IRS - The Basics IRS Guidance Media Contacts e-News Subscriptions IRS Resources Contact My Local Office Filing Options Forms & Instructions Frequently Asked Questions News Taxpayer Advocate Where to File	Issue Number:  2024-11 Inside This Issue IDES system migration will require users to reset password IDES Open Testing session 1.  IDES system migration will require users to reset password FATCA International Data Exchange Service (IDES) will be migrating to an updated system and vendor on Friday, June 14, 2024, at 8:00 a.m. EDT to Thursday, June 20, 2024, at 11:59 p.m. EDT. IDES will be unavailable for transmissions during the system migration and maintenance activities. We also anticipate that IDES Help Desk services may be unavailable during this time. IDES users will be required to reset their passwords when first logging into the new system. Users will need to recall their answers to the security challenge questions to successfully reset their password. If users do not recall the answers to those questions, they will need to work with the IDES Help Desk when the help desk service becomes available to reset their password. The system will be back up and fully operational on Friday, June 21, 2024, at 9:00 a.m. EDT. Due to the system migration, all IDES users are encouraged to participate in the Open Testing window, which will begin on July 1, 2024, to July 26, 2024. IDES users will need to have an active password. All passwords and profile information should be updated BEFORE the enrollment cutoff of June 26, 2024, at 5:00 p.m. EDT. For more information and updates, please refer to the IDES homepage. Back to top 2.  IDES Open Testing session The FATCA International Data Exchange Service (IDES) will be open for testing from Monday, July 1, 2024, at 8:00 a.m. EDT to Friday, July 26, 2024, at 5:00 p.m. EDT. The test session will only be open to users that completed IDES enrollment by Wednesday, June 26, 2024, at 5:00 p.m. EDT. A completed IDES enrollment means the IDES account is active with a valid Digital Certificate attached. On or before Friday, June 28, 2024, all eligible testers will receive an e-mail with specific instructions to connect to the test site. The test environment will only support the FATCA XML Schema v2.0, Notification XML Schema v2.5 and test data document types such as FATCA11 and FATCA12. All testing sessions will be announced on the IDES Testing Schedule web page. For more information on testing, sample files, and FAQs, visit the IDES Resources web page. If you need immediate assistance, contact the IDES Help Desk. Note: Any production files submitted to the test environment will not be processed. Do not submit production files to the test environment or test files to the production environment. Back to top Thank you for subscribing to FATCA News & Information, an IRS e-mail service. For more information on federal taxes please visit IRS.gov. This message was distributed automatically from the FATCA News & Information mailing list. Please Do Not Reply To This Message.

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