You would only report information about your investment
account on your tax return if individual investments were sold during 2018 or
if you received dividends or interest from your investments.
The fact that the account had an overall loss for 2018 is
not reported or claimed on your tax return.
If there were securities sold during the year or income
received from dividends or interest, your brokerage will send you a tax
document that you will use to report those transactions. Typically, those tax documents are provided
to you after January 31st.
Contact your brokerage for more information if you are not sure whether
you will be getting a tax document from them.
