Hi there -
I'm not sure if this will help, but for background, it was a disability withdrawal from my 403(b) plan (I'm disabled but have my workplace retirement account). I realized I had taken too much out, and returned most of it. I didn't really know anything about rollovers at the time, I was just trying to be cautious about my withdrawal. Fidelity said I could repay some, because it was a disability withdrawal, but that it wouldn't show up in my tax form a the end of the year to reflect it. If it had been from a separate account, I would have gotten a Form 5498, I think, reflecting this. Fidelity said as long as I could show that it was paid back (easy to do) I could explain why the total distribution wasn't taxable, just the part I didn't return would be. It's good to know the "3" in box 7 is the reason for the lack of rollover questions (just because I'm happy for any answers at this point). I guess the only question left is can I explain this and efile or print out my 1040 and all and mail it with an explanatory statement.
