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Step 4. Other Stock Issues   (Updated Nov 13, 2019)  Questions or comments to: info@hpalumni.org

This is related to our step-by-step Stock Recovery process to help you find it, protect it, and prevent double taxation. If you haven't gone through the previous steps, start here: Employee Stock

Issues with specific administrators and brokers:

If you have HP-related stock at any of these companies, check for HP-related issues reported by HPAA members: 

3b. Merrill Lynch. Merrill Lynch issues reported by members

3c. Morgan Stanley. Morgan Stanley issues reported by members  

3d. Fidelity. Fidelity issues reported by members  

Potential Micro Focus / "Seattle SpinCo" US tax liability on 2017 return. If you owned HPQ stock on Oct 21, 2015, you automatically received stock in the new Hewlett Packard Enterprise company (HPE.)  If you owned HPE stock on Sept 1, 2017, you automatically received "Seattle SpinCo" stock -- which was immediately merged into Micro Focus.. US shareholders received "American Depositary Shares" in Micro Focus traded as "MFGP." Due to unique circumstances, this transaction was potentially taxable for US shareholders -- even if no Micro Focus stock had been sold. Some brokers and administrators apparently either did not report -- or reported incorrectly -- to the IRS.  Details: 3a. Potential Micro Focus "Seattle SpinCo" 2017 US tax liability

Next step:   5. Stock Spreadsheets


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