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FATCA News & Information May 9, 2023

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Issue Number:  2023-01

IDES Testing Session

The FATCA International Data Exchange Service (IDES) will be open for testing from Monday, June 5, 2023, at 8:00 AM EDT to Friday, June 30, 2023, at 5:00 PM EDT. 

The test session will only be open to users that completed IDES enrollment by Thursday, June 1, 2023, at 5:00 PM EDT. A completed IDES enrollment means the IDES account is active with a valid Digital Certificate attached.

On or before June 5, 2023, 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.

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.

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