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Steve Sims, Taxpayers' Rights Advocate.

Taxpayers’ Bill of Rights Hearing

The Annual Taxpayers’ Bill of Rights Hearing was held December 3, at FTB headquarters in the Gerald H. Goldberg Auditorium. We received four proposals in advance and representatives from two organizations made presentations. We are in the process of preparing responses to the proposals we received.

Vicki Mulak from CSEA presented the following concerns to the Board, taxpayers are being hit with so many issues from job losses, foreclosures, end of mortgage relief in 2008, two-thirds loss of dependency exemption, and the lack of conformity which drives the need for a "Stand-Alone" tax return. Ms. Mulak also complimented us for legislative proposals to make corrections in operations to the Innocent Spouse Program and the Voluntary Disclosure Program.

Gina Rodriquez from Spidell presented the following proposals to the Board:

  • We should sponsor legislation to allow the three standard relief provisions for disaster loss carryover, loss throwback election, and an extension of time to make the loss throwback election.
  • We should address the inequities with respect to interest assessment involving NOL carrybacks, with respect to both federal carrybacks, and carrybacks allowed by other states, as well as California carrybacks that will be allowed beginning with the 2011 taxable year.
  • We, along with BOE, should sponsor legislation to provide optional look-up tables, where California individual taxpayers/purchasers can determine their use tax liability based on their income.

Ms. Rodriquez acknowledged Steve Sims, Susan Maples, and Patrick Kusiak for their dedication to the fair administration of California tax laws.

Steve Sims, EA
Taxpayers’ Rights Advocate

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Back to January 2010 Tax News