Ameriprise Financial Clients
At Form8949.com, we help you minimize the time and expense of
complying with the tax reporting requirements related to your
stock trading activity.
If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees.
If you use tax software, we can help you either
(1) import your data into H&R Block, TaxAct, or TurboTax or
(2) generate a PDF file for attachment
to your return.
All for as little as $12.00.
1099-B Portable Document Format (PDF)
For tax year 2021, you may download your Ameriprise Financial
file and submit it for processing.
Open Financial Exchange (OFX) Server
hosts an OFX server.
However, they restrict access to the server such that we cannot retrieve your data in your bahalf.
If you have additional or newer information regarding
Ameriprise Financial downloadable files,
please email us at