TMNU

Main Menu, Research, 508 Contribution Summary, 5498 Details

accessing tmnu

Accessing TMNU

To access TMNU, go to your toolbox in the bottom right of Focuspoint and click the "FBSI - TMNU" link.

TMNU Main Menu

Locate or edit: Account number, Tax Year, POP (Mailing Cycle), Form Eligibility, Last Generation, and Duplicate Request

  • Account Number

    This is the current account you are viewing.

  • Tax Year

    This is the current tax year you are viewing. You can view previous years by changing this year.

  • POP (Mailing Cycle)

    If the client has a nonretirement account, this will show which mailing population they are in.

  • Form Eligibility

    This indicates which forms the selected account number is eligible for.

  • Last Generated

    This indicates when the most recent form for this account was generated. This is not a mailing date, it simply indicates that a form was created.

  • Duplicate Request

    A duplicate tax form can be request here by inputting “Y” and hitting enter. This will create a new paper form to the address of record in accordance with the duplicate tax form schedule. Please see ReferencePoint for that schedule.

TMNU Research

Option, Account, Account Info, 5498 / 1099R, DVSI to SLDI

  • Option

    This is where you select the option you wish to view (1-25) corresponding to the above options. Once you have entered a number, hit enter to be brought to that screen.

  • Account

    This is the account you are viewing and can be changed by entering a new account number.

  • Account Info

    This is the page you were previously on, it includes form delivery date, form eligibility, and duplicate requests

  • 5498 1099R

    Select these options to see Retirement form summary and details. Summary will include the basic information while detail will break down each specific box on the tax form into individual transactions/events.

  • DVSI to SLDI

    Select these options to see nonretirement form summary and details. Summary will include the basic information while detail will break down each specific box on the tax form into individual transactions/events.

5498 Contribution Summary

  • 5498 Contribution Summary

    This page shows each box for this client’s 5498. This client had $5500 of IRA contributions and a $269,629.86 rollover contribution. Hitting F3 will bring you back to the previous page.

5498 Details

  • 5498 Details

    This page breaks down each box on the Summary page. This client made his entire IRA contribution on 1/25/2017 and completed his entire rollover contribution on 10/17/2017. Hitting F3 will bring you back to the previous screen.