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February 22, 2024
Question

I want to get my refund advance but I can't because I filed a 1099-R what do I do to get around that if possible

  • February 22, 2024
  • 1 reply
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1 reply

Employee
February 23, 2024

Not sure why you think entering a 1099R prevents you from getting the advance.  Perhaps it is for some other reason.

 

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**