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New Member
posted Jan 17, 2025 12:23:50 PM

how to apply for refund advance

How to apply refund advance

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2 Replies
Level 15
Jan 17, 2025 12:27:01 PM

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.

 

Employee Tax Expert
Jan 20, 2025 9:27:58 AM

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