turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Has anyone had issues getting refund advance after adding form 1095a?

I was qualified for refund advance before adding 1095a form and after I added it I don't qualify. Why?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MarilynG1
Employee Tax Expert

Has anyone had issues getting refund advance after adding form 1095a?

How do you know you no longer qualify for the Refund Advance?  Are you still getting a Refund over $500?  If so, and you're using TurboTax Online, try closing the program, clear your Cache and Cookies and return to the FILE section.  Review the screens until you get to the How Do You Want Your Refund page. 

 

Here's qualifying details for the Refund Advance:

 

You will not be eligible for the loan if:

  1. Your physical address is not included on your federal tax return.
  2. Your physical residence is located outside of the United States or a U.S. territory, is a PO box, or is a prison address.
  3. Your physical residence is in one of the following states:
    • IL
    • CT
    • NC
  4. You're less than 18 years old.
  5. The tax return filed is on behalf of a deceased person.
  6. You're filing certain IRS forms (1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862).
  7. Your expected refund amount is less than $500.
  8. You didn't receive Forms W-2 or 1099-R, or you're not reporting income on Schedule C.

Here's info on Difference Between Refund Advance and Refund Advance Loan

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question