- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
State tax filing
California treats an HSA as a regular financial investment vehicle.
That is, you report the HSA just as if it were an after-tax investment account for your federal return.
You would not report unrealized gains or losses, because you haven't incurred them yet. That is, the unrealized loss may disappear (and I hope it does) before you actually sell the stocks or fund shares.
Yes, you can report the $37 in HSA fees as investment fees on your CA return.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
ā€ˇFebruary 26, 2020
2:13 PM