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Level 2
January 21, 2025
Question

There is not a refund advance option?

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    3 replies

    Level 15
    January 21, 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 2
    January 21, 2025

    I qualify according to this standard, no matter what I do it doesn't show the refund advance option.  

    CatinaT1
    Alumni - Intuit
    January 21, 2025

    You might need to clear and start over if you are not seeing the option.

     

    As long as you haven't submitted payment, deducted the TurboTax fee from your refund, or registered, you can erase your return and start from scratch in TurboTax Online.

    1. Sign in and select a topic to continue your return.
    2. On the next screen, from the left-side menu, select Tax Tools, and then Clear & Start Over (select the menu icon in the upper-left corner if you don't see this menu).
    3. Answer Yes in the pop-up to confirm.
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