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New Member
posted Jan 14, 2025 3:37:14 PM

REFUND ADVANCE NOT SHOWING UP

What is the issue with the REFUND ADVANCE LOAN? There isn't an option, should we wait on a certain date that everything opens before we get the option to apply for it?

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3 Replies
Level 15
Jan 14, 2025 3:38:54 PM

Perhaps you are not eligible, so it is not being offered.

 

No one in the user forum is involved with the advance -- we have no control and cannot see your information.   We can give you a link to the information, and some of the eligibility criteria.

 

 

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.

 

Level 1
Jan 24, 2025 12:27:51 PM

I've been having this same issue. I've been filing through TurboTax for 10 years and used the refund advance last year. I have an active credit karma bank account as well. My credit score is higher as well as income for 2024. Yesterday, I spent 4 hours on the phone with TurboTax. The representative stated its possibly a glitch and they'll investigate then contact me about it. I'm really trying to hold off before I switch to a different company

Expert Alumni
Jan 27, 2025 8:05:47 AM

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