Personal Investments • HSA and Living in California :(

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My experience is that I get what I need for CA tax reporting in teeny tiny print at the bottom of my last HSA statement for the year. Like 6 point font that I would never be able to read without my glasses.

Where do you have your HSA? I have not seen that on my Fidelity account.

My Payflex HSA has the yearly dividend and capital gain summary on my Dec 31st statement.

I have Payflex HSA. That summary doesn't take into account the capital gains when you sell or rebalanced funds. You still need to calculate that manually. I am planning to switch to Fidelity HSA but trying to do it in a way that minimized California state capital gains tax. Switching because Payflex doesn't offer Treasury ETFs. It has the $10 per month maintenance fee, mandatory $1000 minimum in the health savings account that earns a measly one cents per month, and amateur look and feel of their website and monthly statements.

Statistics: Posted by TheRoundHeadedKid — Sun Mar 17, 2024 10:15 pm — Replies 36 — Views 6255

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