Step 4. Stock spreadsheets (Updated April 22, 2018.) Questions or comments to: email@example.com
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Mutual help for those who acquired stock via employment at Hewlett-Packard, HP Inc, Hewlett Packard Enterprise, Compaq, EDS, or other HP predecessor companies.
Other stockholders should contact the companies directly.
Operated by former employees who volunteer their time. Not endorsed or supported by the company.
This is an intermediate step in our step-by-step process to help you find all your stock, protect it from being treated as abandoned property, and prevent double taxation. If you haven't gone through the previous steps, start the HPAA's Five-Step Stock Recovery Program here: Employee Stock
A team of HPAA volunteers has developed spreadsheets to help you deal with the Micro Focus US tax liability and determine cost basis for your HP-related stock (HP Inc, HPE, DXC, Seattle SpinCo, Micro Focus, Agilent, and Keysight.)
Which spreadsheets to download?
The spreadsheets you need depend on how and when you acquired your stock lots.
Be sure you are using current versions.
A. If acquired via employee stock purchase plan. The HPAA spreadsheets cover the various stock purchase plans over the years (which had discounts varying between 33% and 0%.)
stock purchase 1959 through 10/31/2000. To determine your cost basis for each lot of
spinoff shares, you select from rows that have been
pre-filled with official data for each SOP or ESPP purchase
►If employee stock
purchase 11/01/2000 through
10/31/2017. For this time period, the HP employee
purchase plan was more complex and you need to determine
ordinary income or capital gain.
B. If acquired via service award, option,
equity award plan, dividend
reinvestment program, or open-market purchase -- i.e. not via employee
- Excel tips: Member tips on using complex spreadsheets -- with links to Microsoft articles.
- Member advice on Obtaining Stock Records
- For any of the spinoffs, your broker may have used a different formula than the one suggested in the tax basis letter provided by the company -- resulting in a somewhat different value. For example, Fidelity stock issues reported by members
- If you set up a dividend reinvestment program (DRIP) in any of your accounts, additional shares were automatically purchased at market price. You paid taxes on the dividends. The resulting shares have a cost basis and spinoff spinoff shares, but the special ESPP tax calculations do not apply -- therefore, DRIP is not included in the Post-2000 spreadsheet. DRIP is included in Version 14 of the Pre-2001 spreadsheet.
- Be sure to save the spreadsheets you have modified -- under a different filename -- and keep them for future reference when you sell shares, etc.
- The HPAA spreadsheets are based on dates and values from official HP documents. Your records may show transactions executed a day or two later -- or with a penny or two cost variation due to rounding.
- The current spreadsheet versions supersede recent files named "MicroFocusUSTax..." and "HPRelatedStockBasis..." -- plus HPAA files named "HP...Stock_Purchase_Valuation..." dating back to 2004.
Next step: 5. Stock Tax Return Member advice on stock issues for US tax return. Includes "Using TurboTax for ESPP shares" -- step-by-step with screenshots.
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For more mutual help on this topic and many others, join the independent HP Alumni Association. If you were formerly a regular, direct employee of Hewlett-Packard, HP Inc, or Hewlett Packard Enterprise -- or have a defined retirement or termination date, join the HPAA. No charge, thanks to HPAA members.
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