My investment account had a loss at the end of 2018. do i report this? how and where?

[dovekhan]

I have a JPMorgan managed brokerage account with chase bank.  it ended 2018 with a loss.  do i report this loss?  Where and how?

[AnnetteB · Accepted solution]

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.