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.
Ready to start your tax preparation? Keep these five things in mind. And refer to the checklist as you prepare.
Learn brokerage account tax filing rules, including when consolidated 1099s are due, and the deadline for the tax year 2018.
Corrected 1099s typically mean there has been an income reallocation. Learn how to file a corrected 1099 from TD Ameritrade.
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.
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.
How does cost basis reporting impact investor taxes? It depends on the securities and how long positions are held. We explain.
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.
Yes, the IRS is a stickler about April 15 postmarks on tax returns. Except when it isn’t, which is on certain holidays. Learn why.
Report interest that is taxable in box 1 or 8 of Form 1099-OID, Original Issue Discount. Learn more from TD Ameritrade.
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.
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