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Where do I find the information to plug into my Health Savings Account Earnings?
It says CA state taxes your Health Savings Account Earnings. I am trying to figure out where I can find those. I moved to CA in Nov. 2020. I had an ongoing HSA account with Fidelity that is invested. I assume this means I need to plug in any earnings from that HSA account for the state of CA (correct me if I am wrong).
I have not used any of the HSA funds.
Lastly, I pulled up my Q4 statement from Fidelity for my HSA account. I see a value listed under "Income Summary" year-to-date. I am guessing that is the amount I have to put in for the earnings? However, it asks me to break it down by interest earned, dividends earned, and net capital gain or loss from HSA. I am not sure where I can find that specific breakdown of information.
I have not used any of the HSA funds.
Lastly, I pulled up my Q4 statement from Fidelity for my HSA account. I see a value listed under "Income Summary" year-to-date. I am guessing that is the amount I have to put in for the earnings? However, it asks me to break it down by interest earned, dividends earned, and net capital gain or loss from HSA. I am not sure where I can find that specific breakdown of information.
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‎February 26, 2021
10:40 PM