See my prior post regarding the issuing a 1099s. As for the 1099R, if I recall the 1099 instructions actually "require" the payor to issue a corrected 1099R. Most likely you won't be able to get the company to do that, especially at this date. In my current situation I will simply disclose in the decedent's return that it is "income in respect of a decedent" with a reference to the taxpayer and ein that will report the income. No 1099R filed. As for the tax withheld, I think it needs to stay in the Form 1040. I don't know that you can move tax deposits between accounts simply by filing a nominee 1099R. On the other hand, if the original payor issued corrected 1099s the appropriate tax amount could be moved to the estate there.
