HPAA Logo
 Menu     Search

    ASAP     What's New?     Join Us     Benefits     Career     Company     Contacts     Finances


    Finance and Tax Menu     Stock     Social Security     HP Retirement Plans     Discounts     Finance Forum


Operated by former employees who volunteer their time. Not endorsed or supported by the company.

Finance and tax issues for HP, HPI, HPE alumni  Questions or comments to: info@hpalumni.org

Advice and reference info from members.

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 HP Alumni Association. No charge, thanks to HPAA members. This topic is covered in the HPAA's US Finance Forum, where members discuss US personal finance issues -- such as Social Security and stock -- from an ex-HP perspective.

What I wish I had known before I left. Financial surprises and hazards -- based on input from dozens of HPAA members.

Final Earnings Statement and Annual W-2. Member advice on how to obtain them.

Micro Focus "Seattle SpinCo" US tax liability on 2017 return. US Hewlett Packard Enterprise (HPE) shareholders received American Depositary Receipts in a UK company -- Micro Focus International -- in the September 2017 spinoff of Hewlett Packard Enterprise Software (HPES), and may have realized gains reportable on their 2017 tax returns -- even if the MFGP stock has not been sold. Unlike the HPInc/HPE split and the DXC spinoff from HPE, this transaction may be taxable. Given the complex series of HP and HPE stock splits and spinoffs over the years, the cost basis for your HPE shares in your broker's records may not be accurate. Details and a spreadsheet to help calculate your potential tax liability.

Stock and options issues for HP alumni. Shares in multiple companies spawned over the years. Employee stock purchase cost basis spreadsheet. Where is my stock? Predecessor company stock.

Join the HPAA Finance Forum. Discuss US personal finance issues -- such as Social Security and stock -- from an ex-HP perspective.

Social Security. Member advice from an ex-HP perspective. Video and slides from the August 2016 HPAA Social Security Administration webinar.

HP Retirement Plans. Links to documents, discussions, and contacts.

Contacts for former employees. Member advice: stock records, employment and salary verification, Payroll. W-2, HP Retirement Service Center at Fidelity, HP Benefits Center, etc.

Unclaimed Property. Be sure to check state unclaimed property sites for lost shares, uncashed dividend checks, and other stray money. No need to pay anyone

See also: US Benefits Forum. Mutual help on health coverage -- COBRA, retirement, Medicare, open-market. Other company-administered benefits such as discounts.


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.


 2018 Hewlett-Packard Alumni Association, Inc.  By using this site you accept these terms  Operated by former employees who volunteer their time. Not endorsed or supported by the company.