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January 18, 2024
Question

I am at the filing point but the refund advance option is not coming up. I have gotten the advance the last 4 years. Why would this be?

  • January 18, 2024
  • 1 reply
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1 reply

CatinaT1
January 18, 2024

If it is not offering you the loan, it generally means you are not eligible, however, we cannot see your information.

https://turbotax.intuit.com/refund-advance/ 

  

  

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 MoneyTM checking account1. If you previously opened a Credit Karma MoneyTM checking account and that account has been closed, you will not be eligible for Refund Advance. 
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