TFP Issue Committee Teleconference
March 11, 2010
1:00 pm EDT

Program Owner

• Wagner, Patty

Designated Federal Official

• Morizio, Louis, Program Manager

Committee Members Present

• Fuentes, Luis
• Garant, Felicia
• Kahn, David
• Kapugi, Louis
• Martyniuk, Lev, Chair
• Mossad, Elizabeth
• Mull, Robert
• Parrish, Charnia
• Rollins, Jackie
• Taylor, Rita
• Thomas, Donald, Vice Chair
• Waterman, Richard

Committee Members Absent

• Colon-Sacarello, Raphael
• Finestone, Sandra
• Jackson, Robert
• Mackie, Wayne
• Wingard, Kelly

TAP Staff

• Babb, Rose
• Knispel, Marisa
• Odom, Meredith

Other Attendees
None

Welcome
Martyniuk welcomed everyone to the call. Quorum was met. The minutes were approved by consensus.

Subcommittee Report-Out

Publication 519
Thomas stated that the review of Publication 519 is basically complete. There were thirteen comments submitted by the members. He added that some members did not have any comments to the respective assigned chapters but he will provide them with another opportunity before presenting the complete review to Wagner on March 30.

In addition to writing recommendations on her reviewed section of the Publication 519, Rollins also wrote a proposal to add a section providing guidance to Refugees and Asylees in this Publication.

Rollins mentioned that this Publication does not address these two types of aliens who are a large number of our population. She worked in conjunction with an international refugee analyst who is working on a website link for Refugees and Asylees.

PDF Format on Website
Kahn stated that he will write his comments on this issue and share with the Committee.

Schedule K-1
Taylor had nothing to present but reminded everyone that the due date for this assignment is April 30th. Levine has already submitted his comments on this Form.

Program Owner Presentation
Wagner indicated that the next assignment for the Committee will be reviewing:

• Form 2848 (SP), Power of Attorney and Declaration of Representative with instructions - available on IRS.gov.
• Form W-7 (SP), Application for Individual Taxpayer Identification Number in Spanish with instructions. Wagner wants those who read and speak Spanish to review this Form as well as the previous one.
• Form 8822, Change of Address.

Wagner mentioned that she plans to invite the members to several focus groups such as on Schedule D and 1099-B within a few months. Other focus groups will be: 1) pre-testing Form 8822 and 2) determining if there should be additional lines added to Form 1040

Felicia inquired about the status of last year’s recommendations on Form 56, Notice Concerning Fiduciary Relationship to Financial Institution and Form 2848, Power of Attorney and Declaration of Representative. Wagner will follow up on these.

• Form 8822, Change of Address. Deadline: end of May. Garant (chair), Thomas, Martyniuk, Wingard.
• Form 2848 SP and Form W-7 SP. Fuentes (chair), Mossad, Levine, Knispel.

Morizio provided a few items of information:

• Shawn Collins was selected as the TAP Director.
• The procedures for Area Committees to elevated forms and publications issues have been simplified. The issue and recommendations will remain with the Area Committee as a grassroots issue; it will not be shared with our Committee. Only when the Area members want the opinion and advice of a TFP expert, they will refer it to our Committee to request Wagner’s assistance and expertise.
• Our Committee’s procedure to elevate our recommendations will also change when the TAP Charter changes in mid-March. Then, the Joint Committee will have to agree with our recommendations prior to addressing them to Wagner.

Face to Face Meeting Location:
The face to face meeting will be in San Antonio, Texas. The hotel chosen is the St Anthony Wyndham. The meeting is scheduled for June 25th and the morning of June 26th. Travel dates are June 24th and the afternoon of June 26th.

Public Participation: None

Closing: Martyniuk thanked everyone for attending the meeting.