5. Admin/Broker Issues. HP/HPE Alumni

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

What will be reported? 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.

"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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