What will be reported? Plan administrators, transfer agents, and brokerages vary significantly in how (or if) they track lot-by-lot original cost and acquisition date, gain/loss, cash payouts, and current cost basis for the many complex HP-related stock events – and what (if anything) they report to the IRS. Some let you correct your cost basis information, reducing the tax when you sell. Preserve the documents and spreadsheets you used to figure your taxes.

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

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

Long-time HP employees may have old statements from HP's previous transfer agents -- which also administered the employee stock purchase plans over the years: Stock Administrator Decoder

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