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The deceased needs to file a final 1040 for the year of death.  Since they were alive part of the year and all of the 1099s are issued to their SS# then you can just file a form 1040 for them and be done with it.  Since the estate has no income there is no need to file a 1041.   @cher52 

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2024 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.

Go back to the federal section and review your 1099-R.   After you enter the information from the form, you should see follow-up questions.  One of the questions asks where the distribution is from.   Check your entry on that screen.      Massachusetts has special tax treatment for certain types of Form 1099-R distributions.  Since this info isn’t reported directly on Form 1099-R, we want to double check to help us make sure you get the best tax outcome on your state taxes.   Income from most private pensions or annuity plans is taxable in Massachusetts but many government pensions are exempt.  Withdrawals from a traditional IRA are taxable but the Massachusetts taxable amount may be different from the federal taxable amount.   Learn more about the rules for the types of pension or retirement income plans which you receive:   Government pensions and retirement plans Other states' tax treatment of out-of-state government pension Non-government pensions and retirement plans

No, there is no tax credit for you to take on your tax return for leasing an EV.   Keep in mind that the LESSOR (the car dealer) can get a credit on the EV you lease, so you can always try to bargain with the dealer to have part of the credit he gets applied to lower your lease payments.    More info about leased EV and credits. 

Review your CA return. Continue to Here's the income that California handles differently. Continue on to Nonresident adjustments. It will ask about your income - one type at a time -and you can edit and select none of it is CA income.  

Thank you, Mary, for the quick answer. But employee information on W2 is my name at my parents' NJ address, and the box 15 State is NJ with Wages in box16. Can I just write this wage to my CT resident state income and NJ won't get me in trouble in the future? (I did not work in NJ; I have other W2s with correct CT state information). Thank you!

Thanks for your response. I had went back over vehicle expenses I lost count. I contacted an agent and they assisted me on moving forward. I had to delete that F-150 and then add it back in. Then all was good .

@KeshaH I've gone through the screens multiple times and still can't find where to enter 0s for NY and NC (didn't work there). The nonresident options didn’t even appear for me. Additionally: The income allocation screens don’t seem to match what you described. The meter at the top hasn’t adjusted for NY and NC, though I’m not sure if that’s relevant. Can you point me to the screen name or section where I should be entering 0s for NY and NC? If it’s a specific step in the State section, should I be selecting or deselecting anything to trigger the right screens?   Thanks in advance

Thought I had missed something also. I talked to a representative who said you had to send it in with a check because my state didn't accept a bank payment. I asked if there was a way to verify what I had selected and no help. What he said made no sense as I know I filled out the bank  information for Federal and state. So these posts help. I will verify with bank. Looks like a know issue they have chosen not to fix and their customer support is not aware of how their product works.