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Are share class changes in HSA taxable events for CA state tax?
Early last year, my HSA provider performed some share class changes that caused some of my holdings to be converted from one class to another. Is this considered a taxable event for CA state tax? Seems somewhat problematic, as I didn't initiate these changes, and there was no way to avoid them. On the other hand, the transaction history shows each exchange as a pair of "SALE DUE TO FUND TRANSFER" for the old class and "PURCHASE DUE TO FUND TRANSFER" for the new class (same fund, same amount, same day).
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‎April 13, 2021
12:44 AM