Persons using TradeLog MTM run the End Tax Year function at the end of each tax year. This function will mark all open positions at the end of the tax year to fair market value. See End Tax Year for more details on this function.

 

NOTE: if you do not have mark to market status with the IRS (also called Trader status), then you will need to separate your trades before running the end tax year function - please contact our Support Department for assistance before proceeding.

   

Once you have marked open positions at year end to fair market prices, you can proceed with running the necessary reporting. Please view the following instructions HERE on running the Gains & Loss Report on futures.