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.
What federal documents do I need to file when tax time rolls around? Here are some of the most common forms and a tax documents checklist to help you prepare.
Depending on your level of taxable income, your capital gains rate might be lower than your income rate. Here’s a rundown of short-term versus long-term capital gains.
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.
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.
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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.
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