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New Member
posted Jan 22, 2026 10:07:46 AM

how do i get an advance

0 3 564
3 Replies
Level 15
Jan 22, 2026 10:10:22 AM
Employee Tax Expert
Jan 22, 2026 11:11:09 AM

Do you see the option for receiving your refund? The Refund Advance is not available to everyone. 

 

Here are a couple things to check:

  • If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available.
  • If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed.

See this resource for more information: 

Offer details and disclosures for the Refund Advance  program

 

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 Money™ checking account

Level 15
Jan 22, 2026 11:17:17 AM

@CatinaT1 Can you answer the question I posed in the following thread?

 

Is this 1099 Partner list still accurate?