Good luck, this has only worked twice.(my badge says “new member” but this is my eighth year using TurboTax). Seems they have bugs they just don’t want to fix. I hear H&R Block has simple process of transferring from TT to them.
But, you’ll have to get the forms from Ameritrade and manually enter them. Ameritrade forms aren’t usually available until last minute either, February 15th is the last day they have to release them.
