My refund was initially rejected because I forgot to include form 1095-A. I corrected the information and attempted to refill (applying for the refund advance), but was stuck in a loop due to the documents that have to be reviewed and accepted. If you’re having this issue, follow these steps:
1.) clear all cache and realtime in safari.
2.) if #1 doesn’t work, delete the TurboTax app and make sure chrome is your browser. Instead of it taking you to the documents where your forced to hit the back button and get stuck starting over, it opens them and downloads them in a separate window, allowing you to proceed to elect the refund option.
For anyone who doesn’t see the refund option, make sure you do this:
1.) when it takes you through the steps to finish filing, make sure to choose pay with refund. It’ll take you to a screen that’ll show that you’re ready to file.
2.) Instead, click into the second box that has the checkmark. It’ll list two options for deposit. If you click “back” in the bottom middle, it’ll take you through every option and the refund advance will be the second to last option.
3.) on the next screen, it’ll say “use Credit Karma 5 days early” or “continue with advance”. Click continue with advance.
I followed these steps and was able to reapply for the refund advance, even though I corrected my refund to add the 1095-A. Within 5 minutes, my Credit Karma app notified me that I had a $500.00 advance waiting because my return correction was accepted by the IRS.
as someone who previously prepared taxes for three years, please let me know if you have any issues, and I’m happy to help how I can.
