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TDAmeritrade issues with HP-related employee stock  (Mar 28, 2022)  Question? Email: info@hpalumni.org

Members have found that 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. Investopedia on "Noncovered" securities

Cost Basis. can you correct your broker's records to include lot-by-lot cost basis data?
Call them. Using Google, did not find a reference to updating your data.
"Cost Basis: Capital Gains, Losses, and Mythical Beings"
https://tickertape.tdameritrade.com/tools/capital-gains-losses-cost-basis-15831

Back to previous step Step 5. Admin/Broker Issues

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