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Author: mschmidt06 Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121182  
Subject: Re: ESPP question? Date: 3/26/2008 2:55 PM
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Hello sonrol,

I hope you are still checking this thread even though you have your answer. I too participated in the ESPP and am now retired from AVAYA. So I am struggling with my taxes and the Avaya stock sale. I only have 47.6796 to deal with but this small amount has cost me lots of time. I am so close except for a couple of things I cannot reconcile so maybe you can help me. BTW...I am using turbo tax also.

1) I have two entries on my Computershare sales details with no dates or prices on file. One for 15 shares and the other for 19 (the bulk of shares). I went online to view my records at Computershare and they listed a date and description but still no price. One said "Recieved from customer "and the other was a "securities commision". How did you figure out the price for your "not on file" entries? ComputerShare could not help me.

2) In my file, I came across a "special insert" for the Lucent/Avay spinoff. In it is a table with dates and prices for tax liability when selling the shares in post spin off environment. This table applies to the Avaya shares credited to the ESPP acount as a result of the spinoff. What I discovered is that Computershare sales details prior to January 1999 do not match the Table provided by Avaya at the time of spin-off. The entries on the Computershare detail that match are the ones with Grant dates, FVM, purchase date,etc. Again, Computershare could not explain it. They said this is what they were provided. So....Do I worry about this? I'm not sure which to use. The Computershare is higher than the Avaya table. Any insights would be most helpful.


Thank you,
Marlene
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