The first two rows don't even need to be included. So here is a sketch for you showing something purchased in 2023 and partially sold in 2024.DateFundCategoryDe...
The HealthEquity link, above, does not require a log in. The spreadsheet to upload has the following format:Row 1, Columns A-I merged into one cell that contain...
I assume you had investments under Benefit Wallet. If your Health Equity download does not include those transactions, I can't see how the results would be accu...
According to the 2024 Instructions for Schedule CA (540), Line 7 - Capital Gain or (Loss), we are supposed to enter:"Gain or loss from the sale of investments i...
