Received a letter from "EQ Unify" about your stock? You must take action. Letter is unclear and doesn't cover all choices: Letter from "EQ Unify"

Due to the breakup of HP, you may now have shares in HPInc, Hewlett Packard Enterprise, Agilent, Keysight, and DXC – held in multiple accounts – and may not have received cash payouts for Micro Focus or Perspecta. Your current cost basis depends on when you acquired stock as companies were spun out.

Your accounts may be at employee stock purchase or option/incentive plan administrators, at transfer agents for spun-off companies, or at your brokerage. Perhaps old paper certificates or turned over to a state as unclaimed property.

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.

If a stock dividend check is not cashed -- and there are no other transactions that were initiated by you on the stock account -- by law, the "unclaimed" timer generally starts. Companies are required to turn over unclaimed property to the state after a specific time period, as little as two years in some states. 

The questions:

No one really cares about your employment-related stock -- but you.

Where is all my stock? Your HP, HPE, and spinoff stock is often held in multiple accounts -- related to employee stock purchase, option and incentive plans over the years, or at transfer agents for spinoff companies; or in personal brokerage accounts. Steps to find it all: Where is my stock? 

Acquisition dates and cost basis accurate? Records at plan administrators and stock brokerages often don't have the original acquisition date or correctly-calculated current cost basis for each lot of acquired shares -- a major impact on what they report to the IRS when the stock is sold. An "Unknown" basis defaults to an acquisition cost of $0. You can easily wind up paying taxes twice on the same transaction. Obtaining Stock Records

Employee purchase spreadsheets. HPAA's Stock Spreadsheets

- Official quarterly cost basis data for every HP stock purchase from 1959 through 2000 -- with resulting calculated lot-by-lot cost basis for HPQ, Agilent, Keysight, HPE, DXC, and Micro Focus "A" shares.

- Estimate your average employee-stock cost basis over any span of HP employment from 1959 through 2000 for HPQ, Agilent, Keysight, HPE, DXC, and Micro Focus "A" shares.

- Calculate ordinary income/capital gain lot-by-lot from 11/2000 to 10/2017 for HPQ, Agilent, Keysight, HPE, DXC, and Micro Focus "A" shares.

Taxes. Member Advice on Tax Return  FWIW, to date 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.

Stock options  If you exercised stock options last year, you need both a 1099-B and a W-2. How to obtain your W-2 How they work. How they expire. Tax issues. Stock options

Any strays?  Uncashed stock-buyout or dividend checks   Paper Certificates   Stock Options   Potential Benefit letter from U.S. Social Security

Reference info:  Map of stock topics on this site   HPAA's Complete Stock Decoder Table   Public Price History Charts   Official Investor FAQs with current Transfer Agents 

Suggested next step: Basic Stock Issues