Danielle is part of the Government Reporting Solutions team at TD Ameritrade, where she has worked since 2008. Danielle helps ensure the accuracy of tax reporting and compliance with several regulatory authorities, as well as managing the development of innovative tools and functionalities for tax associates. These process enhancements allow tax associates to better serve a range of TD Ameritrade clients. She holds the Series 4, 7, 24, and 63 securities licenses.
Learn about the 1099-B, how taxation on options trading works, and how TD Ameritrade clients can use GainsKeeper to help determine cost basis.
Learn brokerage account tax-filing rules, including when consolidated 1099s are due and the deadline for the 2020 tax year.
Foreigners can invest in U.S. stocks by opening a U.S.-based brokerage account. Be aware of tax documentation that may be required for an international brokerage account.
Wash sale tax rules have been around since the 1920s, but in recent years, brokers began reporting wash-sale adjustments as part of covered cost basis reporting. The TD Ameritrade tax team breaks it down.
When an asset is sold for a profit, Uncle Sam wants his share. But depending on your level of taxable income, your capital gains rate might be lower than your ordinary income rate. Here’s a rundown.
Tax planning as the year’s end approaches? Traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could affect taxes.
Tax refund time can seem like a bonanza, but it’s not free money. It’s your money, and you’ve been loaning it, interest free, to Uncle Sam.
Corrected 1099s typically mean there has been an income reallocation. Learn how to file a corrected 1099 from TD Ameritrade.
Publicly traded or private partnerships within the IRA can create UBTI or unrelated business taxable income. Learn how to report this information when filing taxes.
How does cost basis reporting impact investor taxes? It depends on the securities and how long positions are held. We explain.
for thinkMoney ®
Financial Communications Society 2016
for Ticker Tape
Content Marketing Awards 2016
Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
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.
TD Ameritrade does not provide tax advice. Clients should consult with a tax advisor with regard to their specific tax circumstances.
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.
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, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2021 Charles Schwab & Co. Inc. All rights reserved.