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0. Employee Stock  >  1. Stock Decoder  >  2. Where's my stock?  >  3. Micro Focus tax  >  4. Stock spreadsheets  5. Stock tax return 

Employee stock.
How to find it all, protectit from being treated as abandoned property, and prevent double taxation.   (Updated June 16, 2018.)  Questions or comments to: info@hpalumni.org 

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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.


Stock issues for former and current employees:

 - Time to untangle your stock! Due to the breakup of HP, many have discovered that they have stock in more HP-related companies (as many as seven), located in more accounts, and with much less accurate cost basis values that they thought. You or your heirs could lose some of the stock or dividends as "abandoned" -- and you could wind up paying taxes twice on the same income. A team of HP Alumni volunteers has developed a step-by-step process to help you find all your stock, protectit from being treated as abandoned property, and prevent double taxation.

- New spinoff. If you owned DXC shares on May 25, 2018, you have been issued shares in a new company called "Perspecta" -- with corresponding adjustment in value of your DXC shares.

- Micro Focus tax liability on 2017 return. HPE shareholders received shares in a UK company -- Micro Focus -- in the September 2017 spinoff of HPE's software business. Due to unique circumstances, this transaction is taxable for US shareholders -- even if no Micro Focus stock has been sold. Some brokers and administrators either did not report -- or reported incorrectly -- to the IRS. You can file an amended return.

Reference info about employee stock: Check your termination paperwork and the very helpful official "leaving" site -- which is accessible outside company firewalls:

- HP or HP Inc: http://www.hp.com/leaving_hp   login=leaving   password=HP (both case-sensitive)

- Hewlett Packard Enterprise: http://www.leavinghpe.com   login=leaving   password=HPE (both case-sensitive)

 

Start the HPAA's Five-Step Stock Recovery Program  1. Stock Decoder  You probably have stock in HP Inc, HPE, DXC, Micro Focus, Perspecta -- and perhaps Agilent and Keysight.


Other stock-related topics:

- Join the HPAA US Finance Forum

- Stock records: Companies pay various firms to perform shareholder recordkeeping. How to obtain stock records.

- Lost stock: This is surprisingly common, even for people who haven't changed their address in decades. How to check for lost stock and dividends

- Stock options: If you exercised stock options last year, you need both a 1099-B and a W-2. How to obtain your option-exercise W-2.  More Stock Option Advice

- Employee stock in predecessor companies:  Compaq    EDS     For Indigo, Mercury, Opsware, Peregrine, and other HP predecessors, see: Predecessor company employee stock.  


Disclaimer. The information contained in this website, or sites linked to it, is provided as a service to the community, and does not constitute financial, legal, or personal advice. We make no claims, promises or guarantees about the accuracy, completeness, or adequacy of the information contained in or linked to this website and associated sites. As financial, legal, and personal advice must be tailored to the specific circumstances of each case, and finances and laws are constantly changing, nothing provided here should be used as a substitute for the personal advice of competent financial, legal, and personal advisors.


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.