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New Member
posted Dec 12, 2023 5:48:40 PM

How do I make a request for a Tax Refund Advance before I receive a W-2?

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2 Replies
Level 15
Dec 12, 2023 5:52:43 PM

TurboTax will not offer you a refund advance unless you are eligible and have completed and ready to file the 2023 federal tax return after January 1

See this TurboTax support FAQ for a refund advance - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-advance/L52Mg0G5u_US_en_US?uid=lq3488nj

Level 15
Dec 12, 2023 8:49:07 PM

Refund advance loans are not available from TurboTax at this time.   TurboTax’s loan program typically starts in January and ends in mid-February.   The loan has to be offered to you when you are ready to e-file, and you have to agree to have your refund put on a credit karma card.  You do not receive any money until your e-file has been accepted by the IRS—-and the IRS will not begin to accept e-files until at least mid to late January.

 

 

And.....NEVER try to prepare and file your tax return without your W-2.   Employers have until the end of January to issue your W-2's.  Wait for your W-2 and prepare your return correctly.