Taxpayer Advocacy Panel
Ad Hoc Teleconference
July 6, 2004

Attendance

• Gerald Gensiejewski
• Larry Lexow
• Bob Meldman, Chair
• Judi Nicholas, Designated Federal Official
• Buck Paolone
• Lillian Woo

Staff

• Marla Ofilas, Note taker

Welcome/Announcements/Review Agenda
Bob welcomed the committee members and Marla took roll call. A quorum was not met.

Practitioner Licensing Recommendation
Sherry Whah and Jim Grimaldi were not available to provide a report on their recommendations for the licensing of tax return preparers. Their report will be added to the agenda for the August face-to-face meeting.

August Face-to-Face Meeting in Seattle
Bob wanted to ensure that all members will be at the meeting to assure a quorum.
Action: Judi will contact all panel members to reconfirm their attendance.

The committee discussed the email that was sent by Sherry Whah.

“Does the complete TIN have to be on the 1099G or can we use the last 4 digits? We are looking at a double postcard mailing but the post office no longer allows glue on the side edges and there are obvious concerns regarding access to the name and SS# on the inside”

This could be an issue for the state of Oregon and not something TAP would be able to address.
Action: At the committee’s request, Judi will discuss the issue Bernie to determine if it is within TAP’s scope.

Decision: A discussion about the TAP Chair and Vice-Chair selection process was added to the August meeting agenda. The balance of the agenda was approved by the committee.

No one from the public was on the call. Bob adjourned the call.