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What message are you getting? are you seeing it as an option?   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

Final note here (I swear! :^) regarding Windows 11 (and please forgive me if any of this has already been mentioned elsewhere):   For those of you who (like me) got stuck with buying a new PC with Windows 11, or who feel forced to upgrade to Windows 11 to continue running TurboTax, I suggest you do whatever you can to minimize the adware & spyware footprint.  The easiest thing you can do is download and run a free tool called O&O ShutUp10++ from here: https://www.oo-software.com/en/shutup10   This is a completely standalone executable that simply applies specific registry settings and Group Policies (GPOs) to lock down the OS as tight as you want it, including completely disabling Windows Recall and Copilot+ if that's what you want (and you probably do).  It has three built-in presets that you can further adjust to shut down ALL adware/telemetry/spyware; however if you find that anything "breaks" then you can just run the program again and undo any and all changes with a few mouse clicks.  I've been using this tool since Windows 10 came out and I've heard and seen nothing but good things about it.   For the more adventurous, you can "upgrade" to a much slimmer Windows 11 edition like IoT Enterprise.  This is literally nothing but Windows and Microsoft Edge (which you can actually uninstall like you would any other program).  Microsoft Store is not included but you can easily add it with a single short command in the Command Prompt.  Also, Copilot+ and Recall features are not included (though I believe they can be added if truly desired).  There are other editions that are nearly as slim as IoT Enterprise, however this edition always offers the longest "support" from Microsoft (since it's intended for embedded systems that may be "in the field" for a very long time).   Ideally you would migrate to a slimmer Windows edition by wiping your system drive and installing the edition from scratch; but that's obviously a disruptive upgrade and most of us would rather not go that route.  In my case, I was only able to tolerate the bloatware in Windows 11 Home edition on my new laptop for about a week, after which I broke down and did a full wipe of the SSD and installed IoT Enterprise.   I'm still stuck with that dumb-downed version of Explorer (though there are ways to bring back most of the old Explorer features).  And yeah, if I wanted any support from Dell for this new laptop, they could refuse to do that -- unless it was an obvious hardware issue like a dead drive or broken screen.  But getting rid of all that ugly adware was worth the risk of "no support", which in most cases means "figure it out yourself".  Which is basically what your hardware vendor will tell you anyway for most of the problems that we encounter with PCs, which (surprise!) are usually due to bugs in Windows.   The ISO images for IoT Enterprise and other slimmer editions are freely downloadable directly from Microsoft.  Also, Windows Activation is not really necessary unless you want or need to Personalize the OS; however activation is also not a problem.  (Exactly how to accomplish all this is left as an exercise for the reader, as I don't want to risk having this reply deleted for wrongspeak).  In any case, at this point it seems that all that Microsoft cares about (for market share purposes) is the number of Windows installations, not which edition is installed, or where it came from, or how it was installed, or whether it is activated, etc.   May The Odds Be Ever In Your Favor!  😉

Are you sure you applied or that the application took? To check if you signed up for the TurboTax Refund Advance, you can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods.  If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

last questions (i hope) -- why does the K1 Box 14 show "self-employment income" as box "C"  --we lost money: $57 per partner which is correct in box 14 "A" and our capital acct is now negitive but in box "C" it shows $3210 profit, an ammount we have never made even if you add up all 10 years??? questions: 1) where does entry come from?  2) how will effect my personal tax return?   i just dont want a surprize when i start working on my return  --sorry to belabor this  big thanks jim

You can use any 5 digit PIN that you select.  However, you must have the 2024 AGI from the federal tax return Form 1040 Line 11 to e-file the 2025 tax return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

How old is he?  Go back to My Info and check the questions.   A very common reason is you missed the question if their ssn is valid for employment. You need to say YES, it is valid for employment. And there is one that can be confusing….Was at least half of child's expenses paid by CHILD? Usually is NO, Child didn't pay for more than half of their living expenses. It's not asking if you paid more. If you still can't get it, I would delete the child under My Info and enter them again.

Should I do that before I send the 1099 NEC to the contractor and IRS? Its already 1/19/2026 and I am running out of time. I have already wasted 19 days trying to reason with him to get the EIN, TIN or W9.