BillM223
Expert Alumni

Investors & landlords

@CalUser

 

I, too, am curious how it turned out (although this conversation is surely a year old).

 

As I noted above, taxpayers in California and New Jersey have to find a way to get this information from the HSA custodian. If the custodian is not set up to handle the reporting requirements of taxpayers who live in those two states, then it's time to look for an HSA custodian who can handle it.

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