State tax filing

Hi BillM223,

Thank you for the detailed response!

I went ahead and contacted Betterment Investments and Optum Bank (HSA custodian), and here's what I figured out to do:

1. Interest earned from HSA: $2.75
   1. From Optum Bank HSA 12/31/2020 statement in Year to Date
   2. Betterment support said that interest is common in different account types, such as a savings account at a bank, but is generally not seen in brokerage accounts like your Betterment account.  I agree with them, interest comes from Optum Bank
2. Dividends earned from HSA: $51.71
   1. From Betterment HSA Investments Performance tab
3. Net capital gain or loss from HSA: $0.00 (from +$0.01 short-term gains -$0.01 short-term losses)
   1. From Betterment HSA Investments Documents --> Taxes --> Realized gain/loss --> 2020

Case closed.