Why am I not getting the refund advance loan option? (2024)

• TurboTax Deluxe Online

‎January 16, 20249:31 PM

See this info

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/offer-details-disclosures-ref...

If it is not offering you the loan, then you are not eligible. No one in the user forum can see your information, we do not know why. Sorry.

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

• 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 Money^TMchecking account¹. If you previously opened a Credit Karma Money^TMchecking account and that account has been closed, you will not be eligible for Refund Advance.

**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.**

Exact same issue, I cleared it out and still no option, I meet all criteria and I have never not had the option, never been denied and the CK account is still active. I think Turbo tax needs to admit there's a glitch. Several people on FB have complained about this issue, how they had to switch to the free version of TT and mess with it to get the option. Please fix the issue.

Thanks, been a customer for almost 10 years.. why so Many issues?????

If you currently have an active Credit Karma account, have you tried going through it to link to your TurboTax account?

From the Credit Karma site, under the More menu, you can click on Taxes to get started with filing your taxes on TurboTax.

By clicking the Taxes button, you can create or login to an Intuit account and link it to your Credit Karma account.

Here's more info on Linking TurboTax and Credit Karma.

@Mish

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Hi,

My TurboTax and Credit Karma are already linked, the issue is when I get to the part if paying, the next portion is to ask if I would like to take the tax advance, I don't get that option but it shows and says I will be using my credit karma debit card for direct deposit, it's missing a step, credit karma nor turbotax knows the answer so they are all just guessing, this is an issue for many people

Try closing TurboTax, clear your Cache and Cookies, and reopen TurboTax.

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