Courtney McGill
Manager, Tax Services, TD Ameritrade

About Courtney McGill

Courtney McGill is Manager, Tax Services for TD Ameritrade, where she has worked since 2009. She helps ensure accuracy of tax reporting with several regulatory authorities, manages reconciliation processes and filings, as well as answering client questions regarding tax forms. Courtney holds her Series 7, 63, and 24 securities licenses.

 

Get Courtney's perspective

Form 1099-B: Get Covered with the Basics of Non-Covered Basis March 7, 2018 11:00 PM   |  

Non-covered cost basis is the cost basis for securities purchased prior to January 1, 2011. What does this mean for you? Learn more at TD Ameritrade.

2 min read  |  Tax Forms
Call Us
800-454-9272
adChoicesAdChoices

Market volatility, volume, and system availability may delay account access and trade executions.

Past performance of a security or strategy does not guarantee future results or success.

Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.

Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.

The information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy, and is for illustrative purposes only. Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2018 TD Ameritrade.

Scroll to Top