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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-
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