In my HSA (via OptumBank), I invested some of my cash into a mutual fund a few years back. I just liquidated this investment this year (2018) in order to withdraw my excess contribution from 2017 before the tax deadline.
In 2017 and prior years, I did not sell anything from my investment. In the State Taxes Income section for California, what do I enter for
1) Interest Earned - Should I enter a percentage or dollar value here? If it is a percentage, how do I determine this? Do I still need to enter my earnings in 2017 if I did not pull any investment out?
2) Dividends Earned - I was able to figure this out from my historical transactions. Do I need to enter it?
3) Net capital gain or loss from HSA - How is this different from Interest Earned? Again, is this required if I did not sell any of my investments?
Moving forward into 2018, now that I have liquidated my investments, will I be receiving a tax form from HSA for the 2018 Tax year?
I attached a screenshot.
