Danielle Erickson
Manager, Government Reporting, TD Ameritrade

About Danielle Erickson

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.

 

Get Danielle's perspective

Have a Stress-Free Filing: Use Our 2018 Tax Checklist January 10, 2019 4:00 AM   |  

Ready to start your tax preparation? Keep these five things in mind. And refer to the checklist as you prepare.

5 min read  |  Tax Strategy
Get the Lowdown: How to File a Corrected 1099 December 17, 2018 4:00 AM   |  

Corrected 1099s typically mean there has been an income reallocation. Learn how to file a corrected 1099 from TD Ameritrade.

2 min read  |  Tax Forms
Non-U.S. Taxpayer? How to Trade Stocks in a Brokerage Account April 5, 2018 8:00 PM   |  

Looking to understand brokerage accounts for non US residents tax withholdings? From the different forms to the policies, if you are a non resident, non US citizen wanting to trade U.S. stocks, this article is for you.

3 min read  |  Tax Forms
Understand Taxes on Options Trading & Info on Your 1099-B March 22, 2018 8:00 PM   |  

Learn how to report 1099-B on your tax return, how taxation on options trading works and about options information found on your 1099-B from TD Ameritrade.

4 min read  |  Tax Forms
Tax Liability in an IRA? Unrelated Business Taxable Income (UBTI) March 21, 2018 8:00 PM   |  

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.

2 min read  |  Tax Forms
Cost Basis Reporting for Taxes: 1099-B Reporting Requirements March 21, 2018 8:00 PM   |  

How does cost basis reporting impact investor taxes? It depends on the securities and how long positions are held. We explain.

4 min read  |  Tax Forms
Wash Sale Tax Rules November 27, 2017 7:00 PM   |  

What is a wash sale anyway. Wash sale rules have been confusing investors since the 1920's, learn wash sale tax rules from TD Ameritrade.

3 min read  |  Tax Forms
Five Things to Know Before Starting Your 2016 Taxes March 2, 2017 11:00 PM   |  

Ready to start your tax preparation? Keep these five things in mind.

3 min read  |  Tax Strategy
Financial New Year's Resolutions for 2017 January 3, 2017 11:00 PM   |  

Financial 2017 New Years Resolutions

3 min read  |  Savings Goals
Traders: Time to Think About Tax-Smart, Year-End Moves December 26, 2016 7:00 PM   |  

Get ready for tax-smart trading at year’s end. That means constructive sales, closing short positions, wash sales, substitute payments, index options, & more.

7 min read  |  Tax Strategy
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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.

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.

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