Tax Nation

If you are denied a tax advance by one preparer, you are very likely to be denied again if you go elsewhere.

🚨 Here’s why:

💡Many tax preparers use the same bank to offer tax advances. Applying again doesn’t change the decision.

💡In most cases, a credit inquiry has already been recorded, and the bank can see that you were recently denied.

💡Switching preparers can also create issues with who the IRS accepts first to file your return, which may delay processing altogether.

Before reapplying, it’s best to understand why the advance was denied and address the issue rather than submitting multiple applications.

✔️Personal Information

Your social security number or tax ID number

Your spouse’s full name, social security number or tax ID number, and date of birth

Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS

Routing and account numbers to receive your refund by direct deposit

✔️Dependent(s) Information

Dates of birth and social security numbers or tax ID numbers

Childcare records (including the provider’s tax ID number) if applicable

Income of dependents

✔️Employed

Forms W-2

✔️Unemployed

Unemployment (1099-G)

✔️Self-Employed

Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or 1099-NEC

Records of all expenses — check registers or credit card statements, and receipts

Business-use asset information (cost, date placed in service, etc.) for depreciation

Office in home information, if applicable


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