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If you already filed your taxes and then discovered a 1099-R for money moved from an ESOP to a 401(k), you generally need to amend your return to include this form, even if the funds were rolled over immediately and no money was taken out. Here’s why:   Reporting the 1099-R: Even though the rollover is non-taxable, you still need to report the 1099-R on your tax return to show the IRS that the distribution was rolled over. If you didn't include it in your original filing, you should amend your return to include this information. You can use this IRS: Reporting Rollovers Tool to determine If you need to report the transfer or rollover of an IRA or retirement plan on my tax return?   To amend see steps at this link.  

How do you calculate MAGI? To calculate your modified adjusted gross income, take your AGI and "add-back" certain deductions. Many of these deductions can be rare, so it's possible your AGI and MAGI can be identical. Different credit and deductions can have differing add-backs for your MAGI calculation. According to the IRS, your MAGI is your AGI with the addition of the appropriate deductions, potentially including: student loan interest one-half of self-employment tax qualified tuition expenses tuition and fees deduction passive loss or passive income IRA contributions non-taxable social security payments the exclusion for income from U.S. savings bonds foreign earned income exclusion foreign housing exclusion or deduction the exclusion under 137 for adoption expenses rental losses any overall loss from a publicly traded partnership IRS Instructions for Calculating MAGI   @SLYKTAX 

If you were filing a tax return to seek a refund of tax that was withheld from your paychecks, you can do that whether you are claimed as a dependent or not.   If you need to change the way you answered the question in MY INFO about being claimed as someone else's dependent, then click your name in MY INFO, go back through the screens and correct your answer.  Then e-file it again.

The Hawaii Department of Revenue provides that you can use Hawaii Tax Online to make a payment (1) from your checking or saving account (free) or (2) using a credit or debit card payment (fees apply). You may also pay by Automated Clearing House (ACH) credit by following these instructions to work with your bank.   Some individual states had prevented direct debits through tax software, even though they were accepted at their websites, which was why TurboTax had left the voucher in the program.  I am raising the issue regarding Hawaii for further review. Thank you for bringing this to our attention.   @eandltaxes    @rckksherm     

did you pay estimated tax evenly and on time each quarter, or was some of it paid later in the year?  You can meet the safe harbor amount in total or exceed it, but still get underpayment penalty for quarters earlier in the year if you didn't meet 1/4th of the safe harbor amount each quarter.