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.
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.
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