In California you need to declare dividends and capital gains of investments on HSA accounts.
Calculating dividends is pretty easy. The problem is calculating the capital gains of sold investments: HealthEquity (HE) does not report cost basis of sales...I don't know which stocks were sold?? Is it my responsibility to maintain a spreadsheet and calculate this myself according to whichever method I prefer (first in first out/first in last out)...this doesn't really makes sense: it seems like HE should get this information to me.
Just spent half an hour just to be told that they are not tax accountants. To which I replied that they are my financial institution and they should report this info to their customers...
