Skip to content

Calculate California and New Jersey state income tax liability for Fidelity Health Savings Accounts

License

Notifications You must be signed in to change notification settings

YoRyan/FidelityHsa1099

Repository files navigation

FidelityHsa1099

A program to figure your Health Savings Account tax liability in California or New Jersey since Fidelity can't be arsed to do it for you.

To use it, supply your account activity exported as a csv file and the tax year you're requesting:

FidelityHsa1099 <path to csv> <year>
Gains Realized:		$ 61.75

Dividends Received:
VTI:			$ 49.71

Interest Earned:	$ 0.68

Features

  • Interest earned
  • Dividends broken down by symbol
  • Capital gains using the LIFO method
  • Wash sale adjustments
  • Long vs short term gains (not recognized by CA or NJ)
  • Stock splits and reverse stock splits

Disclaimer

The author is not a CPA. For tax advice, consult somebody who is.

About

Calculate California and New Jersey state income tax liability for Fidelity Health Savings Accounts

Topics

Resources

License

Stars

Watchers

Forks

Languages