BillM223
Expert Alumni

Deductions & credits

@amitmd4u 

 

Only 2 state (CA and NJ) don't conform to the federal government's treatment of HSAs. Thus, for market reasons, HSA custodians don't have a lot of motivation to cater to taxpayers in these states. Seems silly, since these are two populous and wealthy states, but I am sure that is the reason...

 

I encourage users to just go straight to a supervisor when asking for information about their HSA if they live in NJ or CA. The first line people at the HSA custodian seem unlikely to even know that such a different treatment even exists...

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