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Vanguard Brokerage 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?
Micro Focus. HPAA members indicate that Vanguard Brokerage did not report the 2017 Micro Focus spinout to the IRS. |
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