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Level 2
posted Oct 1, 2023 10:13:39 AM

How to enter Part 2 information in Form 4797

I made a Mark-to-Market election and have some losses I need to enter into TurboTax on Form 4797 Part 2 Line 10.   I can open Form 4797 but it is not allowing me to enter any information on Part 2 Line 10.   There is a separate Enterable 4797 (Securities) form which is available but that only starts from Part 3.

 

Could you please help. 

0 3 1299
3 Replies
Level 15
Oct 1, 2023 11:20:27 AM

See the thread below.

 

https://ttlc.intuit.com/community/taxes/discussion/how-can-i-make-the-mtm-election-for-the-next-year/00/272031

 

You might have an issue trying to enter the information in Part II without doing overrides (which voids various guarantees) in Forms Mode. Ultimately, you would have to mail your return. 

 

Otherwise, TurboTax does not support the M-T-M election. There may be a method of entering transactions during the interview that would appear in Part II (4797), but it would be in an unrelated section of the program.

Level 2
Oct 1, 2023 11:26:44 AM

Thank you for your answer.   How do I do the overrides please?   I was previously told in the forum that I can use Turbo Tax for mark-to-mark reporting.   

Level 2
Apr 2, 2024 6:14:43 PM

Same issue here, MTM trader. When is this getting resolved? I cannot file electronically if I enter override mode in TurboTax desktop.

 

Extremely annoying to face this issue again for another tax year.