qbteachmt
Level 15

"and the recipient re-deposited the full $4,000, then I should check the box for Line B1 "Entire distribution rolled over" in the section Rollovers,"

Yes, if the person "made up the missing amount" with funds already on hand. The same Gross that was taken out, was put back.

"This was from a Beneficiary IRA with 1099-R Distribution Code 4 (Death) marked. Does that make a difference?"

@M- 

Oh; this is not your topic, is it? Every Detail matters.

From Form 8915-E instructions: "Exceptions. You cannot repay the following types of distributions.1.Qualified 2020 disaster distributions received as a beneficiary (other than a surviving spouse)."

It always helps to read the instructions.

 

Also expand the first part, here: https://www.irs.gov/newsroom/coronavirus-relief-for-retirement-plans-and-iras

 

*******************************
"Level Up" is a gaming function, not a real life function.
0 Cheers