- 5 - c. Describe how, at the time you signed the return, you and your spouse planned to pay the tax due? I was unaware of any taxes due because I did not know that he had taken funds from his retirement. d. Why did you file a joint return instead of married filing separate? We filed a joint return for thirty-three years while living as husband and wife. In petitioner’s Form 886-A, petitioner also alleged the following with respect to the filing of the 1998 return: My former husband customarily had our return completed by H&R Block. The additional [retirement] income was reported. When the form was given to me for my signa- ture, my former husband insisted that I sign it quickly in order to allow him sufficient time to get to the post office. In response to questions relating to the preparation of the 1998 return, petitioner alleged in petitioner’s Form 886-A that her only involvement with the preparation of that return was to give Mr. Simon Form W-2 for 1998 that she received from Guilford College. In this connection, petitioner further alleged in petitioner’s Form 886-A that Mr. Simon gathered the information for the preparation of the 1998 return and delivered it to the return preparer, that she never accompanied Mr. Simon when he brought that information to the return preparer, and that Mr. Simon retrieved the 1998 return from the return preparer after it was completed. In response to questions relating to the existence of any joint bank accounts, petitioner alleged in petitioner’s Form 886-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