Shawn Peterson
Manager, Government Reporting, TD Ameritrade

About Shawn Peterson

Shawn Peterson has been with TD Ameritrade since 2007. He and his team are responsible for the accurate reporting of client transactions on multiple TD Ameritrade provided tax forms. His primary responsibilities are managing cost basis, transfer of basis resolutions, 1099 inquiries, along with other tax service requests to ensure timely and accurate tax reporting for TD Ameritrade clients. Shawn holds his Series 7, 63, 24, and 4 securities licenses.


Get Shawn’s perspective

Taxes Not Done? When to Consider & How to File a Tax Extension January 9, 2023 1:19 PM   |  

Still working on your 2022 taxes? TD Ameritrade can help you understand how to file a tax extension, the tax extension deadline, and how long a tax extension is good for.

3 min read  |  Income Tax
Call Us

Do Not Sell or Share My Personal Information

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. © 2023 Charles Schwab & Co. Inc. All rights reserved.

Scroll to Top