I'm trying to E-file and get the refund advance but it is not giving me that option. How can I get the advance option to populate?

Forum|Forum|1 year ago
January 16, 2025
2 replies
9 views

Only getting direct deposit options and yes I have credit karma account. I also have gotten a refund advance in 2021 or 2022.

xmasbaby0

Level 15

The advance has to be offered to you. It is possible that you do not meet one or more of the eligibility requirements, so it is not being offered.

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.**

kkdaunhauer

Level 2

It didn't give me the option to ask for the advance!! I thought i did everything correctly I signed up for a credit karma card & all but once I completed & submitted I don't see any information about the advance. Help!!

CatinaT1

Level 15

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

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keshiapuckett89

Level 2

I was told it wouldn't be offered til the 29th of this month by an intuit emplyee.

xmasbaby0

Level 15

@keshiapuckett89

Believe the advance website or believe the person you talked to on the phone--who might be a newly hired seasonal employee.

keshiapuckett89

Level 2

Doesn't really make since I've been offered it every year same tax information but this year I don't qualify for it. If that the case seems like alot of people would be going somewhere else.