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I've never heard of any concept of personal liability for VITA volunteers, and I doubt there is any regardless of what kind of return you do. I'm not sure what you mean by "sound track." Can you flesh this out for us a bit?

The example that was given was that a volunteer certified as intermediate could not prepare a return with a Schedule D, but a volunteer certified as advanced could. I was told that if I were certified as intermediate and did as Schedule D, the volunteer shield from personal liability would not be valid. Schedule E was another example of something you could do as advanced but not as intermediate, but I was not given a comprehensive list.

This information motivated me to take a bit more time and do the advanced test, which wasn't that hard. I did not attempt the military or foreign student tests.

It's possible that I misunderstood, or that the instructor misunderstood the information she had.

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