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Why Don’t I qualify for a Refund Advance? I’ve met all of the criteria.

I’m really confused on why, I didn’t qualify for a Refund Advance.  I’ve met the criteria .  

 

Can someone with Turbo Tax help me look into this?  I’ve used this service for almost 10 years, and I’d like to continue to.  I desperately need an advance to save my home from eviction.  Thank you. 

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6 Replies
MoniqueLO_
Expert Alumni

Why Don’t I qualify for a Refund Advance? I’ve met all of the criteria.

Not everyone qualifies for a Refund Advance. Please see Offer details and disclosures for the Refund Advance program for information regarding qualifications.

@KristinWelch 
 

Shirl051
New Member

Why Don’t I qualify for a Refund Advance? I’ve met all of the criteria.

The expert didn't even say a word to me about it. I qualify for an advance as well, but neither one of us will get it . It wasn't our fault.

SForrestLO
Expert Alumni

Why Don’t I qualify for a Refund Advance? I’ve met all of the criteria.

Please see this Turbo Tax help article for more information.

Offer details and disclosures for the Refund Advance program.
 

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Why Don’t I qualify for a Refund Advance? I’ve met all of the criteria.

The advance program reached it's annual limit and was shut down early.

Daqeon08
New Member

Why Don’t I qualify for a Refund Advance? I’ve met all of the criteria.

I got advanced last year. But why not this year can someone explain please.

CatinaT1
Employee Tax Expert

Why Don’t I qualify for a Refund Advance? I’ve met all of the criteria.

The Refund Advance is not available to everyone. 

 

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

 

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 Money™ checking account
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