- 11 -
April 1995, Appeals Officer Thurston, aided by Appeals
Coordinator Spaulding, worked on an Appeals case memorandum and a
TEFRA settlement offer package. The package included completing
Form 870-P(AD), Form 5402, Appeals settlement memorandum, Form
4605-A, and Form 886-Z(C). Completing the settlement package was
time consuming. The amount of time it took to complete the
settlement package was compounded by problems with the networked
computer system and difficulties obtaining computer disks from
the examination group that were necessary to complete the
settlement package. Appeals Officer Thurston had to also
organize Appeals personnel to perform computations for each of
the 125 to 135 limited partners.
On May 2, 1995, Appeals Officer Thurston spoke with Mr.
Knoke concerning how the settlement would work for those limited
partners who sold their partnership interests. Between May and
June 1995, Appeals Officer Thurston completed the TEFRA
settlement package. On June 30, 1995, Appeals Officer Thurston
submitted the case to her manager, Janet Cole, for approval. On
July 13, 1995, the Appeals Office forwarded a settlement package
to the FSC. The transmittal letter instructed the FSC to issue
letters and agreement forms to the TLP partners.
On August 14, 1995, the FSC mailed settlement letters to the
limited partners. After issuance of the settlement letters, the
Internal Revenue Service (IRS) waited for responses from the
Page: Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Next
Last modified: May 25, 2011