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I think this was your operative comment: —-> “client cannot find paperwork to determine which and how much payroll was used for PPP…<— That’s my signal to hand everything back to the client and say “Let me know when you find it. Otherwise I can’t help with this issue. “

Nor, have I. We just recently purchased a plat of land in WI. My Warranty Deed only says "For a Valuable Consideration". Have the client do some digging for paperwork, cancelled check, etc on the actual sale. It is usually worth their while. I have had some dandies in the past few years, where the land was practically worthless when they got it, but they forget about all of the costs of purchase and sale and/or any improvements they have made over the years. You might be surprised ie: "Oh, I had a well put in, etc."

Remember, this is a legal document, not a financial document. Every deed I have seen, (and I've seen a lot), started with: "For the sum of $1 and other valuable consideration" (exact wording). Maybe that is Ohio's legalese, but I've never seen a deed give a selling price.

Only time I've seen a return rejected was when both spouses died (within six weeks of each other) and return was attempted to be filed, by executor, after the SSA had locked both SSNs. Return with one surviving spouse should go through. If not, I'd try swapping who is t/p and who is spouse, before bugging a widow. As for signatures, he signed his permission while living. It counts.

I have never seen the IRS honor a direct deposit request for an estate. They always send checks. Furthermore, while Form 1310 is supposedly transmitted with a return, it needs to be attached as a pdf. I don't know if the IRS servers don't see/accept it, but if it isn't added as a pdf, the first thing you'll get is a letter demanding a Form 1310 be sent in.