BillM223
Expert Alumni

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.

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