I live in California, where the interest and dividends earned in an HSA are taxable. They need to be reported on the Schedule CA (540) on line 2 (taxable interest) and line 3 (ordinary dividends).
I hold a mutual fund in an HSA. My problem is that my HSA statement includes a single number for “dividend/interest” and I’m not sure how much of that amount is the dividend and how much is the interest. The statement does show separate transactions labeled “ST CG Rein” and “Income Reinvest” whose total is equal to the number shown under “dividend/interest.” Is one of these a dividend and the other interest? If not, how can I determine how much of the income was a dividend and how much was interest?