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December 28, 2023
Question

If i don’t have all of my w-2’s yet can i still apply for a refund advance

  • December 28, 2023
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December 28, 2023

No because you need to e-file your return and it's accepted. Also, the IRS will not open e-filing until 1/23/2024 (as of today).  see this link for additional requirements and read the frequently asked questions 

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

 

Employee
December 28, 2023

Refund advance loans are not available from TurboTax at this time.   TurboTax’s loan program typically starts in January and ends in mid-February.   Your tax return cannot be filed until later in January.   One of the options you can select when you are ready to file is to get a refund advance loan,    You do not receive any money until your e-file has been accepted by the IRS—-and the IRS will not begin to accept e-files until at least mid to late January.

 

And…..do not try to prepare a tax return without ALL of your income documents; you must include every 2023 W-2 on the same tax return.  Employers have until the end of January to issue W-2’s.   Wait until you have all of your W-2’s.  Clients, schools, banks and other financial institutions may not have tax documents available until early February.  ALL of your tax documents must be entered on the same Form 1040; do not file unless you have entered everything.

 

 

**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.**