Brokerage Account

Report the underlying assets of a brokerage account in Schedule A. 

Brokerage Account: Examples

For You, Your Spouse, and Your Dependent Children

Schedule A

Report each underlying asset of a brokerage account that individually was worth more than $1,000 at the end of the reporting period or that individually produced more than $200 in income during the reporting period. You may list the financial institution at which the brokerage account is held, but this is not required.

This guide contains specific instructions for each type of asset that you hold. For example, this guide contains instructions for mutual funds, exchange-traded funds, stocks, corporate bonds, cash deposit accounts such as certificates of deposit, and other financial instruments.

Click Here for Frequently Asked Questions  

 

This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.