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cdedelman
New Member

I have an HSA investment account that received dividend payments. Do I need to report these dividend payments somehow on my taxes?

 
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TomYoung
Level 13

I have an HSA investment account that received dividend payments. Do I need to report these dividend payments somehow on my taxes?

NO.  All income activity inside an HSA is ignored for income tax return purposes. 

Generally you report contributions to the HSA, you report distributions from the HSA, but activity inside the HSA - dividends, interest, capital gains and losses and so forth - are not reported.

Tom Young

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2 Replies
TomYoung
Level 13

I have an HSA investment account that received dividend payments. Do I need to report these dividend payments somehow on my taxes?

NO.  All income activity inside an HSA is ignored for income tax return purposes. 

Generally you report contributions to the HSA, you report distributions from the HSA, but activity inside the HSA - dividends, interest, capital gains and losses and so forth - are not reported.

Tom Young

View solution in original post

mduarte8
New Member

I have an HSA investment account that received dividend payments. Do I need to report these dividend payments somehow on my taxes?

Except in California state filings!

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