Selling Stock in an HSA account (tax implications)

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

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

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

Thank you!

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

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