Calculate HSA Net Capital Gain or Loss, for CA tax purposes?

[sese]

HealthEquity provides a Year End Statement, which has a section for "Net Investment Gains or (Losses) during 2020". Anyone knows whether that's the same as Capital Gains that we need to report or unrealized gains/losses (which we don't need to report)? - trying to understand where to look for Capital gains

(Tried to check with HealthEquity, but the agent does not have any idea.)

Thank you!

[Bsch4477]

California taxes any realized capital gain or distribution in the HSA account. Basically it treats the HSA as es regular investment account. 

[sese]

Thanks! I'm trying to understand where to look for Capital gains on my HSA account. 

[shiyi11]

@sese same problem, I believe the number reported on the website includes unrealized gain. trying to do math on the realized part.

I figured it out. For all the health equity user out there. PSA, click this button do download the actual buy/sell log. Then calculated the Realized capital gain from there.

[Weasley_]

I talked to a HSA rep who showed me a calculator for capital gain! You just have to download that report and upload it to the calculator. It shows you dividend, short term, and long term. Hopefully this helps others: 

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