@JimBobKennedy Since HSA accounts at the Federal level (and also for most states, but not California), are considered to be tax-deferred (and tax-free accounts when spent within the rules), it is not normally necessary for a brokerage firm who invests on behalf of the HSA to report anything for tax purposes, because there's nothing to report (it's all tax-deferred activity). However, California is different, because they do not allow a deduction for HSA's. Therefore, growth in an HSA would be similar to growth in a bank account or a mutual fund: it's taxable income on after-tax funds. But there is no form to track it, because the broker does not need to report this to the IRS. You will need to do so manually, and your HSA statements should have this. But there is no 1099-INT or 1099-DIV form, for example, that they will provide.
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