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Why don't I see the tax advance loan as an option when I have used it the last couple years

 
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2 Replies
CatinaT1
Expert Alumni

Why don't I see the tax advance loan as an option when I have used it the last couple years

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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Why don't I see the tax advance loan as an option when I have used it the last couple years

That is because the tax advance option is hidden. Here is how you can get to it.

 

1. When you get to the point where is asks "Want your federal refund faster" You have to select the blue "No Thanks" button.

 

2. You should then be redirected to a page where you can select the "Tax refund advance" option.

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