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Level 1
January 17, 2025
Question

how to apply for refund advance

How to apply refund advance

    2 replies

    Level 15
    January 17, 2025

    https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/offer-details-disclosures-refund-advance-program/L4ljXp6TI_US_en_US?uid=lrp7nbvp 

     

    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.

     

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    Level 6
    January 20, 2025

    In order to apply for Refund Advance which allows you to get an advance on your refund rather than wait for it to be processed, choose Refund Advance as your refund option. When you’re ready to file, select Refund Advance and apply for it in a few easy steps.

     

    Offer details are provided in this TurboTax help article (link also provided above by @xmasbaby0 ).

     

    @nhumphrey856