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posted Feb 13, 2024 12:37:31 AM

Before filing i chose refund advance with credit karma After logging in it said unable to verify make sure person account n filing are same. All info is same for both?

All info for turbo tax taxes and credit karma account matches .any ideas I’m already approved and eligible for the refund advance

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1 Replies
Level 15
Feb 13, 2024 5:59:47 AM

First, make sure you've linked your TurboTax and Credit Karma accounts. 

 

See Credit Karma's Linking your TurboTax account to Credit Karma page for guidance.  If the accounts aren’t linked, go ahead and link them.

 

Next, check to see if the primary taxpayer on your tax return is the same person whose name the Credit Karma account is in.

 

If the primary taxpayer on your tax return isn't the account holder on your Credit Karma account, Credit Karma may not be able to process your advance.

 

To check this in TurboTax Online: 

  1. Open TurboTax Online
  2. Select Tax Home in the left pane
  3. On the Hi, let's keep working on your taxes! screen, select the dropdown on the right side of the Personal Info box, then select Continue 
  4. On the Personal info summary screen, the primary taxpayer will be the first person listed

If the primary taxpayer isn't the Credit Karma account holder, you can update the information on the Personal info summary screen to switch the order of you and your spouse.