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New Member
posted Jan 21, 2025 8:46:46 AM

There is not a refund advance option?

0 3 1113
3 Replies
Level 15
Jan 21, 2025 8:51:57 AM

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.

New Member
Jan 21, 2025 9:08:58 AM

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

Expert Alumni
Jan 21, 2025 9:28:32 AM

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.