I'm trying to E-file and get the refund advance but it is not giving me that option. How can I get the advance option to populate?

[kuhryeward]

Only getting direct deposit options and yes I have credit karma account. I also have gotten a refund advance in 2021 or 2022.

[xmasbaby0]

The advance has to be offered to you.  It is possible that you do not meet one or more of the eligibility requirements, so it is not being offered.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/offer-details-disclosures-ref... 

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.

[keshiapuckett89]

I was told it wouldn't be offered til the 29th of this month by an intuit emplyee.

[xmasbaby0]

@keshiapuckett89 

Believe the advance website or believe the person you talked to on the phone--who might be a newly hired seasonal employee.

[keshiapuckett89]

Doesn't really make since I've been offered it every year same tax information but this year I don't qualify for it. If that the case seems like alot of people would be going somewhere else.

[xmasbaby0]

@keshiapuckett89 Sorry----but waiting to e-file is an overall better idea anyway.   When you file too early, your return just sits on a server until the IRS opens.  We have seen too many early filers who make mistakes, go under review, have to verify identity---all sorts of aggravations that delay their refunds. Waiting until late January or even into February is smarter.

[kkdaunhauer]

It didn't give me the option to ask for the advance!! I thought i did everything correctly I signed up for a credit karma card & all but once I completed & submitted I don't see any information about the advance. Help!!

[CatinaT1]

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

[Horrible service]

First off your advice is horrid! There is obviously something wrong with the advance option if you have credit karma! TurboTax is attempting to open a new account for you instead of going with the credit karma account you already have! It creates a system error that we can't see AND NOW THEY WANT US TO PAY TO TELL THE THEIR System is BROKEN

[Kymommy08]

Yes! This is absolutely correct. It did the same thing to me, I’ve been getting the advance for years with no issues. Trying to add expenses option is broken too. They will lose a customer, I’m done with them.