Every year I file an annual 5500EZ form for the 401k plan, on which I write the EIN of the business (plan sponsor), not of the plan itself, because that's what the instructions clearly indicate.

(Pardon me while I cough).Although I personally do not agree with that thinking, as brokers, we have a fiduciary responsibility to follow their instruction (as long as they are legal) so we had to change policy across the board.

Finally, my agent (per my instructions) emailed the the agent and told her to either have her buyers sign the due diligence list or take possession, which would automatically mark the end of their due diligence and acceptance of it's current condition.

@Cory O'Dell@Adam Stroik"Show me the instruction!"

Usually there will be step-by-step instructions regarding the process either on the website and/or at the office. 

Thanks for the responses @Jeff Kehl @Michael Flight @Joel Owens and @Ronald RohdeAppreciate the additional thoughts/factors to look at regarding VPD numbers Joel.Assuming there isn't someone on the message board who could give me a quick tutorial/instructions on how to find the numbers myself on TXDOT's website, I'll try giving them a call.

Yes it's partly the buyer's fault, but they're not claiming to be the "professional" & "experienced" realtor who was told the facts and given specific instructions in advance to adhere to.

This is from the IRS website, instructions for filling out form 5695.

This is from the IRS website, instructions for filling out form 5695.

There are already incredible YouTube courses that are more relatable, more advanced and teach me 10x faster than standard instructors.