Tax Forms and Publications, (TFP)
Issue Committee Teleconference
May 13, 2010
1:00 pm EDT

Program Owner

• Wagner, Patty

Designated Federal Official

• Knispel, Marisa

Committee Members Present

• Colon-Sacarello, Raphael
• Fuentes, Luis
• Garant, Felicia
• Jackson, Robert
• Kapugi, Louis
• Levine, Howard
• Mull, Robert
• Taylor, Rita
• Thomas, Donald, Vice Chair
• Waterman, Richard
• Wingard, Kelly

Committee Members Absent

• Finestone, Sandra
• Kahn, David
• Mackie Wayne
• Martyniuk, Lev, Chair
• Mossad, Elizabeth
• Parrish, Charnia
• Rollins, Jackie

TAP Staff

• Babb, Rose
• Odom, Meredith

Welcome
Vice Chair Thomas welcomed everyone to the call. Quorum was met. The minutes from April were approved.

Subcommittee Report Out
Taylor submitted a report on the work done by the subcommittee on the Schedule K1. Knispel distributed the report to all. Taylor noted that there were many comments on the instructions of the Schedule.

Wagner reminded the members that there will be a focus group at the face-to- face meeting on this particular schedule. Knispel indicated the Committee’s work will be presented to the Joint committee in June regardless of the work of the focus group in order to make Wagner’s deadline for this review. Wagner will ask her staff by when they need our review and consequently inform Knispel of its deadline.

Program Owner Presentation
Wagner indicated she currently has no new assignments for us. She sent us the comments on Form 56, Notice Concerning Fiduciary Relationship of Financial Institution, and Form 2848, Power of Attorney and Declaration of Representative. She is aware that we have the subcommittee on Form 8822, Change of Address. She added that we will have two (maybe three) focus groups at the face-to-face meeting. The two she is sure we will have will be on the Form 1040 and the Schedule K1.

Face to Face Meeting Location
Knispel mentioned that all travel arrangements should have been completed for all the members and requested that if anyone’s was not finalized, they should contact Babb.

Public participation
None

Closing Remarks
Next meeting: June 25th and 26th, face-to-face meeting in San Antonio, TX.