This tool can help you estimate your investment income based on data downloaded from your member portal. This is provided to help members who live in certain U.S. states that tax HSA earnings. These estimates may have rounding errors and are based on data that may not contain all of the information required for proper tax reporting in your state.
To estimate the income for your HSA you will need the following information:
Note: Please print out the results to retain the information. Remember to use the same cost basis each year for your HSA investments.
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