Selling Stock in an HSA account (tax implications)

Investing
1

I have an HSA account and have purchased two stocks several years ago within the HSA. I would like to see a portion of the one stock.

What are the tax implications (if any) with selling a portion of a stock within an HSA? What paperwork do I need to document for next years taxes?

Thanks in advance!

1 Like
2

Gains in your HSA are not reported to the IRS by the HSA administrator/custodian. They are treated much like your gains in an IRA

Here is a link to BofA with a list of Q&A’s that you may find helpful.

1 Like
3

Perfect - that is what I was hoping, but I wanted to make sure before I actually sold the stock.

Thank you!

4

I’m surprised your HSA administrator allows you to buy individual stocks!

5

Fidelity has the best HSA. Zero fees, and you can own any financial asset possible.