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New Member
posted Jan 8, 2025 5:14:18 PM

Why wasn’t I approved for refund advance if I meet all requirements

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1 Replies
Level 15
Jan 8, 2025 5:18:58 PM

No one in the user forum is involved with the advance nor can we tell you why you were not approved.   It could be that you live in one of the states that does not allow it.  Or maybe you are using one of the forms that disqualifies you.  Sorry.

 

https://turbotax.intuit.com/refund-advance/

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.