Re: I'm from the state of CA and needing to report interest, dividends, and net capital gains on my HSA. Tips on where to find this info?

I'm from the state of CA and needing to report interest, dividends, and net capital gains on my HSA. Tips on where to find this info?

Unfortunately, my HSA account has been closed with my 2024 provider, so I can't go in my account to view my investment portfolio. My HSA provider is also saying they do not have this information on hand.

posted

You would typically find this information on your year-end investment statements or a summary specifically detailing these earnings.

Does turbotax have worksheet for derivative etfs to calculate return of capital dividends that are not taxed ? How can I do this on taxes?

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I'm from the state of CA and needing to report interest, dividends, and net capital gains on my HSA. Tips on where to find this info?

I'm from the state of CA and needing to report interest, dividends, and net capital gains on my HSA. Tips on where to find this info?

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I'm from the state of CA and needing to report interest, dividends, and net capital gains on my HSA. Tips on where to find this info?

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I'm from the state of CA and needing to report interest, dividends, and net capital gains on my HSA. Tips on where to find this info?

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