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Mark to Market Template

Make and Maintain Your MTM Election

Download and use the Mark to Market template to:

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  • Make your MTM Election on the custom form

  • Calculate your Sec 481(a) adjustment for Form 3115 and 4797

  • Calculate your year-end MTM adjustment

Screenshots of  MTM Election Template tabs
EULA.jpg
End User License Agreement
Fill-in-the-blank Election form.jpg
MTM Election Form - fill-in-the-blanks
MTM Year-end Adjustment.jpg
MTM Election - Year-End Adjustment
Roadmap.jpg
MTM Election Roadmap
Sec 481(a) Adjustment.jpg
MTM Election - Sec 481(a) Adjustment

Use the interactive MTM Election Template to:

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  • Determine proper date for election

  • Prepare Election form for attaching to your tax return or extension

  • Calculate IRC Sec 481(a) adjustment

  • Calculate year-end MTM adjustment

  • Track historical adjustments by year

Download EULA

Please Note:  There is no refund on purchased and downloaded templates.

Download arrow.jpg
MTM Election Template download.jpg
Click the image above to purchase and download the MTM Election Template.
Mark to Market Template Overview
Mark to Market Template Tutorial

Please Note:  The video begins with an executable file and welcome screen.  That is no longer used and is now simply an Excel binary file.

You may need to make this a "Trusted" file in your Trust Center

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