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my CPA to prepare the tax return properly
4b. If yes, did your (ex)spouse ask you or the return
preparer for an explanation of any items or
amounts on the tax returns?
N/A
* * * * * * *
5. During the year(s) in question, did you have your
own separate bank account(s)? 9 Yes : No
* * * * * * *
6. During the year(s) in question did you and your
(ex)spouse have any joint bank account(s)?
: Yes 9 No
If yes, indicate the type of account(s).
: Checking 9 Savings 9 Other
6a. What access did your (ex)spouse have to the
account(s)? (For example, permitted to make
deposits, write checks and withdraw funds)?
Helen’s paycheck was directly deposited & she
would write checks for groceries * * * [and
professional expenses.]
6b. What funds were deposited to the account(s)?
Our wages: in 1982 my wages were $466,309 * * *
while Helen’s were $15,339 * * *
6c. Who made these deposits?
I believe we used direct deposit.
6d. What bills were paid out of the account(s)?
All household bills
6e. Who wrote and signed the checks?
I was the primary bill payer. I believe Helen
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