Do i have to file an amendment to include dividend income from HSA investments? I live in CA and didn't know until today that i received DIV of $250 from HSA investments.

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Yes, you need to file an amended return for California.

As you now know, California treats HSAs as ordinary investment accounts, so interest, dividends, and capital gains earned by the HSA are subject to California state income tax.

Please see this TurboTax FAQ for how to amend your return with TurboTax - https://ttlc.intuit.com/replies/3288565

Here's what we have so far. You have an “investment asset (or assets) that may require adjustment based on California differences. Learn More“ what does this mean

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Do i have to file an amendment to include dividend income from HSA investments? I live in CA and didn't know until today that i received DIV of $250 from HSA investments.

Do i have to file an amendment to include dividend income from HSA investments? I live in CA and didn't know until today that i received DIV of $250 from HSA investments.

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Do i have to file an amendment to include dividend income from HSA investments? I live in CA and didn't know until today that i received DIV of $250 from HSA investments.

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Do i have to file an amendment to include dividend income from HSA investments? I live in CA and didn't know until today that i received DIV of $250 from HSA investments.

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