MTM Election Template

Determine the proper date for making the MTM election; Prepare the election form for inclusion with your original tax return or extension; Calculate the first year IRC Sec 481(a) adjustment for Form 3115 and Form 4797; Calculate the year-end MTM adjustment;  Archive each MTM year for quick reference; Maintain your election for future tax years.   Note: You may need to modify your Trust settings in Excel.  There are no harmful macros contained in the template.