Stuck in a loop on step 2 "Your refund info"

[xmasbaby0]

Maybe you are waiting for some forms.  Click Review to see if you are missing some forms needed in order to e-file.

Many federal and state forms are not yet available.  Check here for form availability. The dates are subject to change.

Tax form availability tool

Be patient.   

IF you e-file now, your return will go into “pending” until the IRS starts to accept/reject returns in late January. You cannot make any changes while the return is on the server. The IRS will start to accept/reject 2025 e-files on January 26.   And….a state return cannot be accepted until after the IRS accepts your federal return.

@Kawsaw

[Kawsaw]

    The application was waiting on some forms from the IRS to be ready.

I received an email from TurboTax saying that was done a couple of days ago.

  The pending statues is not an issue for me. I do not mind it pending for acceptance.

I've used TurboTax for years now and this has never been an issue.

I want to be done as the application states I can move forward and I'm stuck in a loop. 

I think as though how I've gotten to know TurboTax. If that was the case. I would be told to

wait before sending it in.

   I don't like that their employees have to come out to say just wait it out. Y'all guys are

the best help you can be and I appreciate it. I didn't have this issue last year and I filed very

early in the season but while researching the issue. I see we're 2 years in with this issue. 

  I would love to see it resolved because I love the service or possibly it would be good to

know the reason behind this glitch that I guess we're playing off as part of the process.

I'll give it more time. Again TurboTax customer service is GREAT. The services are normally easy and fantastic. 

I hope this put together of information can be of use in some way. I appreciate there being a space I can release

this energy. 

         Thank you for your time and understanding.

[kylebrown4587]

For anyone else who stumbles across this, I'm not happy with this solution but what worked for me was paying for the (what should be free) service through the app via apple pay. It then allowed me to get the money through direct deposit.

[BlondeTexasLady21]

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.