Health Savings Account (HSA) Earnings - where to find the numbers

[sese]

Hi, 

Wondering where do we find out the numbers HSA earnings? (Using HealthEquity)

Enter Your Health Savings Account Earnings:

• Interest earned from HSA
• Dividends earned from HSA
• Net capital gain or loss from HSA

Thank you!

[JillS56]

You should receive a statement from HealthEquity or check your HealthEquity.   Any questions regarding the amount of interest, dividends, or capital gain you should contact HealthEquity.   

[sese]

They don't have the information unfortunately. They only have a Year End Statement so interest is there.

Not sure about Dividends and "Net capital gain or loss" - Didn't sell any - but have a number for ""Net Investment Gains or (Losses) during 2021" on the Year End Statement

[AnnetteB6]

The Net Investment Gains (or Losses) amount on your statement would be the same as Net Capital Gain or Loss.  

@sese

[stevew7]

Here's a helpful HealthEquity Calculator:

https://learn2.healthequity.com/investment-income-calculator