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Calculate HSA Net Capital Gain or Loss, for CA tax purposes?
HealthEquity provides a Year End Statement, which has a section for "Net Investment Gains or (Losses) during 2020". Anyone knows whether that's the same as Capital Gains that we need to report or unrealized gains/losses (which we don't need to report)? - trying to understand where to look for Capital gains
(Tried to check with HealthEquity, but the agent does not have any idea.)
Thank you!
May 8, 2021
6:21 PM