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Find all your HP/HPE-related stock – and estimate cost basis: Stock   Stock Menu

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Administrator and Broker Issues  (Jun 9, 2021; Updated Mar 3, 2024)  Question? Email: info@hpalumni.org

What will be reported? Plan administrators, transfer agents, and brokerages vary significantly in how (or if) they track gain/loss and cost basis for the many complex HP-related stock events – and what (if anything) they report to the IRS.

"Noncovered" Security -- Definition, Reporting Rules, vs. "Covered" Investopedia on "Noncovered" securities

FWIW, as of Mar 2, 2024, no member has indicated -- privately or on the HPAA forums -- that their returns have been questioned by the IRS due to how they reported the many extremely complex HP/HPE-related stock transactions. Save the documents and spreadsheets you used.

Issues reported by HPAA members: Fidelity   Merrill Lynch   Morgan Stanley   Schwab  TDAmeritrade  Vanguard Brokerage

Suggested next step: Stock cost basis spreadsheets 
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