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New Member
posted Jan 14, 2025 3:43:00 AM

Can't figure out turbo tax refund advance

I use this every year and now it won't let me create a checking account

0 2 1825
2 Replies
Level 15
Jan 14, 2025 6:07:04 AM

No one in the user forum is involved with the advance -- we have no control and cannot see your information.   We can give you a link to the information, and some of the eligibility criteria.

 

https://turbotax.intuit.com/refund-advance/

 

 

Refund Advance eligibility

Here are some of the eligibility requirements to qualify for a Refund Advance loan:

  • You’re 18 or older
  • Your expected federal refund amount is $500 or more
  • You’re not a resident of North Carolina, Connecticut, or Illinois
  • You’re e-filing your federal tax return with TurboTax
  • Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address
  • You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862
  • You aren’t filing on behalf of a deceased taxpayer
  • You must report income on a Form W-2, 1099-R, or Sched C
  • You must open or have an existing Credit Karma MoneyTM checking account1.

 

Expert Alumni
Jan 14, 2025 6:07:58 AM

See this resource for more information: 

Offer details and disclosures for the Refund Advance program