Ok ... just because you can see the forms on the website and download them as a PDF doesn't mean they are available for transfer yet. Look on the Ameriprise site for a date they will be available ... most likely next week sometime.
I found this in 15 seconds by googling it : https://www.ameriprise.com/financial-goals-priorities/taxes/tax-data-download-faq
When will 2020 tax data be available to import?
2020 tax information will be available to import starting in February, 2021 after tax documents are produced.
Tax data for tax year 2020 will be available for import through the middle of October 2021. The exact date has not been set yet, but it will be close to the expiration of the Oct. 15 2020 filing extension, when the IRS discontinues e-filing.
Prior year tax data will not be available to download.
Note: Victims of hurricanes, wildfires and other designated natural disasters may be granted additional time to file. See your tax professional and visit the Tax Relief in Disaster Situations in the irs.gov newsroom to determine if this may impact you.
I called Ameriprise and they indicated it was available for download....for some reason Turbotax is restricting the download....frustrating!
3/17/2021. I cannot get my (Ameriprise) 1099B data loaded into TurboTax. I tried loading the data by hand but TurboTax said I needed to fix errors and asked me question after question... it clearly was not working right. I really need to have TurboTax ‘grab’ the data from my Ameriprise Account and put it into the forms properly. If anyone has any luck with this, please let me know how to do it. Thanks. This has hung me up for three days.
If import does not go smooth, I will suggest to manually enter info. For import, there are a limit on how many transactions TurboTax can handle. See blue links below. If there are too many transactions, you may try to sum up between long term and short term. Here are the steps:
In TurboTax online,
For more information, click here:
how many stock transactions TT can handle
If you sold your stocks and bonds transactions during the year, the program will generate either a long term or short term capital gain or loss depends on how long the stocks are being held. The amount will be reported on line 7 of your Form 1040 along with a Schedule D and Form 8949.