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

Excited About Your Tax Refund? It May Not Be Worth the Deferred Earnings March 17, 2020 10:30 AM   |  

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.

5 min read  |  Income Tax
Get the Lowdown: How to Handle a Corrected 1099 January 10, 2020 10:00 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
Tax-Filing Myth Buster: When 1099s Are Due for Brokerage Accounts December 3, 2019 10:15 AM   |  

Learn brokerage account tax filing rules, including when consolidated 1099s are due, and the deadline for the 2019 tax year.

2 min read  |  Tax Forms
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
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
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