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Area 4 Committee Meeting Minutes
October 4, 2003
Annual TAP Meeting
Present:
- Abraham, James
- Cain, David
- Claudman, Frank
- Drumel, Daniel
- Greenberg, Dick
- Jones, Delford
- Lexow, Larry
- Malcolmson, Leslie
- Meissner, Joseph
- Meldman, Bob
- Murphy, Dick
- Quarles, Nancy
- Sitzberger, Nancy (DFO)
- Smedley, Teresa (Chair)
Absent:
Staff:
Welcome/Announcements/Review Agenda
Meldman thanked everyone for making the past year easy for him and for making him look good. The issues that this area has sent up to the Joint Committee went through like a hot knife through butter. He thanked the staff, McQuin, Sitzberger, Delzer, Toy, and Robb for all their hard work. He said that he spoke to NTA, Nina Olson, and she apologized to Meissner. She just received the RAL package. It was delayed in the mail by radiation and anthrax security system.
Meldman announced that he would be taking over as chair for the Ad Hoc Issue Committee. He nominated Smedley for the Area 4 chair. Nomination was seconded. There were no other nominations and no objections. Smedley is Chair. Gausebeck said she was willing to continue as vice chair. She was nominated, seconded, and approved by all. Meldman will continue to be an Area 4 member.
Cain - thanked Meldman for all his hard work and is sorry to see him step down.
Smedley – I hope to do as good a job as Meldman did.
Review / Approve Minutes
Abraham moved to approve August minutes. Seconded. Approved by all.
Annual Report / Self-Assessment
The draft of Area 4 self-assessment is done. We still need the outreach done by panel members. Please forward your reports to Delzer. She will add them to the report. This is needed by October 10. Moved to approve self-assessment with the addition of Outreach. All approved.
Discussion of Issues
- Refund Anticipation Loans
Materials were sent out to the committee members. Have not received feedback yet. As noted earlier, NTA Olson just received the package and will be reviewing it. Claudman would like to hear from preparers to hear their side of this issue. Meldman said we must wait for response from Olson. If approved, it will be put on the agenda for the next meeting.
Subcommittee Members: Meissner (Chair), Murphy, Claudman, Malcolmson, Abraham
- Increase Acceptance E-File
Report will be given at the next meeting. Smedley will contact Burgos, Chair of E-File Committee, to see if they are working any similar issues . May be dropped if this is a duplication of effort. If not a duplication, can proceed to research.
Subcommittee Members: Claudman (Chair), Cain, Abraham
Still waiting for process owner name. Cain made inquiries with credit companies. No response to date. Meldman suggested to make written inquiries on TAP letterhead. Cain will forward letter to staff to send out. Use his personal address instead of office address on letterhead.
Subcommittee Members: Cain (Chair), Drumel
- Inclusion of Interest Calculation on Billing Notices
Lexow will make some contacts to see how big a problem this is. Delzer will forward the program owner name(s) to Lexow.
Subcommittee Members: Lexow (Chair), Quarles
- Interest Offset and Netting
Law does provide for a netting. Ability is there, implementation is not. Delzer get program owner(s) name to Cain.
Subcommittee Members: Cain (Chair), Meldman
- Electronic 1040X, Amended US Individual Income Tax Return
Waiting for information from the office.
Subcommittee Members: Malcolmson (Chair), Meissner, Murphy
- 1099S, Proceeds From Real Estate Transactions
Meldman sent information to Delzer to print. Will present at next meeting.
Subcommittee Members: Drumel (Chair), Cain
Researched Form 843. Manager in Chattenooga , TN , is going to do some research for Claudman on this issue. Need to know who the program owner is. Delzer should provide this information. Due to planning the annual meeting, research for this issue was put on hold. This could partially be an educational process as you need an official exemption from before an employer will not withhold. The average time to process a Form 843, Claim for Refund and Request for Abatement, is six weeks to two months. Claudman and Malcolmson will do more research.
ACTION: Delzer will provide program owner name to Claudman.
Outreach Strategy
What's On TAP state contact lists should have been send to Delzer. She is compiling a list for distribution.
ACTION: Keep monthly assignments for What's On TAP at the end of the minutes every month.
If you need a topic to write about, contact Delzer or Lexow. Remember to keep it to a half page – preferably about 250 words.
Remember that when you do outreaches, you can only go on behalf of TAP. You can ask for input, but you cannot discuss your idea of an issue or give out information or promote a specific issue. We cannot, as TAP, give our position on specific issues. We should be out there getting input. We can present the issues we are looking at and ask for input on that issue. Describe the issue but don't ask for information to support our (your) specific position.
ACTION: Get written policy as to what panel members can do as TAP members
from McQuin.
New Issues
Greenberg – Paper 1040, taxable income. If you do a Schedule D, tax is different on Form 1040 and Schedule D. The figure are on the back of the Schedule D, but you have to turn the page over. There should be an additional line added to the Form 1040. It is confusing as to where the different amount comes from. Or there could be a check-box to identify that the figure came from Schedule D, not the tax table.
ACTION: Delzer forward name of owner to Greenberg.
Subcommittee Members: Greenberg (Chair), Abraham, Malcolmson
Murphy – Slow response to answer correspondence.
Subcommittee Members: Murphy
Abraham – wrote up three legislative issues and sent to Delzer.
- Gambling losses
- Professional gambler – definition
- Low income contributions to churches – can't deduct
ACTION: Forward to NTA for her consideration.
Outreach Report
Abraham – went to the visit the Ohio congressional delegations with TAS.
Jones – talked about TAP to Spanish Voices.
Meissner – talked about TAP at a conference in Chicago.
Action Items
Review past minutes. Carry forward open action items. List all action items at end of minutes.
Closing / Assessment
Our meetings area scheduled for the third Wednesday or each month at 8 am Central time. Tentative face to face meetings are:
- January 12-14, 2004 – Kentucky
- April 19-21, 2004 – Detroit
- July 26-28, 2004 – Chicago
If anyone would like to be coached in speaking about TAP, see your local communication office in the IRS. Contact Delzer for more information.
Smedley will be in contact with the subcommittee chairs.
Meeting Adjourned.
What's On TAP monthly assignments:
- Jones – October 2003 (already done)
- Cain – November 2003
- Meissner – December 2003
- Lexow – January 2004
- Greenberg – February 2004 (already done)
- Claudman – March 2004
- Malcolmson – April 2004
- Smedley – May 2004
- Murphy – June 2004
- Drumel – July 2004
- Gausebeck – August 2004
- Quarles – September 2004
- Abraham – October 2004
ACTION ITEMS
Claudman:
- Increase Acceptance E-File Report will be given at the next meeting
Cain:
- Cain will forward letter on lien desk recording to staff to send out. Use his personal address instead of office address on letterhead
Delzer:
- Delzer will forward the program owner name for inclusion of interest calculation on billing notices to Lexow.
- Delzer get program owner name for interest offset and netting to Cain.
- Delzer will provide program owner name of FICA/Medicare claims to Claudman.
- Delzer forward name of owner of Form 1040 to Greenberg.
- Forward Abraham's legislative write-ups to NTA for her consideration.
McQuin:
- Get written policy as to what panel members can do as TAP members.
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