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@gbc12 nothing has changed since August other than MS offering different options to get ESU if those are the "3 plans" you're referring to but whether ESU is $30 or $0 (or free in Europe) isn't a big deal that would influence Intuit really.  Win 10 share in US is down to 35% according to statcounter, and the Intuit decision itself will probably be pushing that share lower within TurboTax user base as most folks will likely take the cue to just sort out their upgrade sooner than later and move on.   https://gs.statcounter.com/windows-version-market-share/desktop/united-states-of-america   See what happens in the final days/weeks here as Win 10 technical support other than ESU is still set to end next week, and tax prep companies release their s/w over the next month or so and we'll see final system requirements - but seems unlikely if not announced by now that Intuit would reverse position on Win 10.  Desktop s/w is only 1% of Intuit's revenue and they're focused on growing the other $20bn of their business.  They're also cleaning house on desktop Basic edition, ItsDeductible and Mac OS 13 (as usual for Mac as they have been dropping support for an OS version annually).

These forms indicate that there was no distribution from an IRA, so there should be nothing on Form 1040 lines 4a or 4b.  The entries on lines 5a and 5b seem to be correct.   What your relative received were distributions from an employer plan like a 401(k).  The one with codes 4 and G combined in box 7 is for the rollover to an inherited IRA.  The one with code 4 only is for the decedent's RMD from the employer plan which your relative became required to complete upon the death of the decedent.  Only the amount on the code-4 Form 1099-R is RMD, so this is the amount that you should indicate was the required distribution and is only to be entered when entering the code-4 Form 1099-R.    When entering the code-4G Form 1099-R, you need to indicate that no RMD was required and that none of it was RMD.  I suspect that you somehow indicated when entering this Form 1099-R that you again indicated that an RMD of $17,000 was required, causing TurboTax to believe that the total RMD requirement was $34,000 and assess a penalty on this second $17,000 that wasn't taken.

TurboTax (TT) does not automatically prepare a School District return (form SD100), you must initiate it. At the screen, in the Ohio program, titled  "A few things before we wrap up your state taxes"       scroll down to School District taxes.  Or later at the screen  "Your 2024 Ohio Taxes are ready for us to check"     -Click Other situations     -Scroll down to School District taxes.   Usually  the School District Income Tax (SDIT) return  is e-filed with the state return, but there are exceptions. Read the Ohio 'filing instructions" that TurboTax prepares, They will tell you if the SD100 was e-filed or if you have to mail it.

what the iRS says (as long as it has not expired)  When you file your federal tax return, you will enter your ITIN in the same space where the form asks for a Social Security number. if valid you can efile.