NEWS & ANNOUNCEMENTS
2024 FIS Tax Information Reporting Workshop Survey  
We have posted a survey for those who attended our Annual Workshop, whether in-person or virtual. Having your input will enable us to create an even more informative and enjoyable experience for our clients next year. We thank you in advance for your input and look forward to seeing you next year.
General Client Announcement: 2024 FIS TIRS Data Center Migration  
Please review all the details and take note of Action Items.
REFERENCE:
2024-25 Important Dates  
For filing deadlines and other important dates for the current tax year, as well as additional information to help you plan your firm's production calendar.
User Access Security Policies
Please see this bulletin regarding user access policies which describe best practices for Contact Setup Designees and System Administrators.
This relates to the following updated website login instruction guides:
   - Multi-factor Authentication User Guide
   - Email One-time PIN User Guide
2024 Annual Product Reviews  
See available service presentations and Webinar recordings below. Contact the Client Services team if you have any questions. Click the PDF icon for the presentations, and the video icon for the recordings:
FICB: ,
IR: ,
MBIS: ,
MLP: ,
TEFRA: ,
TRM: ,
UIT: ,
All Services: 2024 Service Feature Recaps  
See information to help you prepare for the 2024 tax season: IR, MLP, UIT.
Service Announcements Index
Use this helpful resource to find information about topics of interest.
SERVICE UPDATES:
FIS 2025 Disaster Recovery Test  
FIS will be conducting a disaster recovery exercise for the Tax Information Reporting Suite on June 8, 2025. Please review the attached communication for instructions if you are interested in participating.
TRM: 2025 Form 1042 Electronic Filling Service  
See the latest updates.
IR: 2025 End-of-Tax-Season Update  
See information about IR 2025 end-of-tax-season updates.
TRM: IRS TY 2024 IRS March Filing Schedule  
IRS filing deadlines have been posted.
2024 Unit Investment Trusts: Final Rates  
See the latest updates.
IRSAC 2024 Update  
Read about some of IRSAC's November 2024 Annual Report recommendations and how FIS addressed them in its Workshop a month earlier.
TRM: 2024 IRS Recipient Statement Extension Request Form 15397  
For information on filing an extension request Form 15397 with the IRS seeking an additional 30 days for mailing 2024 Forms.
TRM: Puerto Rico Reporting 2024 Update  
For information on this year's service changes.
TRM: Form 1042-S Changes for 2024  
See the latest updates.
TRM: 2024 Statement Format Changes  
See information about 2024 statement changes.
TRM: 2024 TTS Update for Charlotte and Advantage  
New logic for populating the transaction CustTaxCode field.
TRM: 2024 IRS November Corrections Filing Deadline  
November filing deadlines have been posted.
TRM, IR, UIT File Layouts  
Click the links to see updated TRM, IR, UIT, & TEFRA file layouts.
TRM: 2024 IRS July Corrections Filing Deadline
July filing deadlines have been posted.
IR: 2024 End-of-Tax-Season Update
See information about IR 2024 end-of-tax-season updates.
FIS 2024 Disaster Recovery Test
Your participation is appreciated in the DR test scheduled on Sunday May 19th, from 8:00 am to 12:00 pm ET. Click the link for more information.
TRM: 2024 Form 1042 Electronic Filling Service
See the latest updates.