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Doing taxes for 2012. Sold off my stock. Did UPS ESPP ever have a lookback provision?
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<blockquote data-quote="Guppy23" data-source="post: 1114710" data-attributes="member: 37136"><p><strong>Re: Doing taxes for 2012. Sold off my stock. Did UPS ESPP ever have a lookback provis</strong></p><p></p><p>This a letter I found the the secret archives. This letter from 2009 acts as if the lookback was discontinued but I see in the a prospectus from the year 2000 no apparent mention of any lookback. Its looking more and more that I'll have to let someone do my taxes this year. Never had to do that before and I scared...</p><p></p><p></p><p>"Discounted Employee Stock Purchase Plan </p><p></p><p>55 Glenlake Parkway, NE </p><p></p><p>Atlanta, GA 30328 </p><p></p><p>April 6, 2009 </p><p></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424">Dear UPSer</span></span></span></span><span style="font-size: 12px"><span style="color: #3a3a3a"><span style="font-size: 12px"><span style="color: #3a3a3a">, </span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #3a3a3a"><span style="font-size: 12px"><span style="color: #3a3a3a"></span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #3a3a3a"><span style="font-size: 12px"><span style="color: #3a3a3a"></span></span></span></span><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424">Unprecedented global economic conditions have caused us to make some tough, strategic decisions </span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424"></span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424">about how we operate in order to minimize the economy's impact on our people and our company. </span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424"></span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424">As you learned </span></span></span></span><span style="font-size: 12px"><span style="color: #3a3a3a"><span style="font-size: 12px"><span style="color: #3a3a3a">i</span></span></span></span><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424">n early February, one change involved the Discounted Employee Stock Purchase </span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424"></span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424">Plan (DESPP). </span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424"></span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424"></span></span></span></span><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424">The DESPP discount has been reduced from 10 to 5 percent effect</span></span></span></span><span style="font-size: 12px"><span style="color: #3a3a3a"><span style="font-size: 12px"><span style="color: #3a3a3a">i</span></span></span></span><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424">ve for deferrals made after the </span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424"></span></span></span></span></p><p><span style="font-size: 12px"><span style="color: #242424"><span style="font-size: 12px"><span style="color: #242424">last pay period in March 2009. </span></span></span></span><span style="color: #FF0000"><span style="font-size: 12px"><span style="font-size: 12px"><strong>In </strong>addition, the discount now is based on the stock price on the last </span></span></span></p><p><span style="color: #FF0000"><span style="font-size: 12px"><span style="font-size: 12px"></span></span></span></p><p><span style="color: #FF0000"><span style="font-size: 12px"><span style="font-size: 12px">day of each quarter</span></span></span><span style="font-size: 12px"><span style="color: #FF0000">.</span> "</span></p><p><span style="font-size: 12px">Bob</span></p><p><span style="font-size: 12px"></span></p><p><span style="font-size: 12px"></span></p><p><span style="font-size: 12px"></span></p><p><span style="font-size: 12px"></span></p><p><span style="font-size: 12px"></span></p></blockquote><p></p>
[QUOTE="Guppy23, post: 1114710, member: 37136"] [b]Re: Doing taxes for 2012. Sold off my stock. Did UPS ESPP ever have a lookback provis[/b] This a letter I found the the secret archives. This letter from 2009 acts as if the lookback was discontinued but I see in the a prospectus from the year 2000 no apparent mention of any lookback. Its looking more and more that I'll have to let someone do my taxes this year. Never had to do that before and I scared... "Discounted Employee Stock Purchase Plan 55 Glenlake Parkway, NE Atlanta, GA 30328 April 6, 2009 [SIZE=3][COLOR=#242424][SIZE=3][COLOR=#242424]Dear UPSer[/COLOR][/SIZE][/COLOR][/SIZE][SIZE=3][COLOR=#3a3a3a][SIZE=3][COLOR=#3a3a3a], [/COLOR][/SIZE][/COLOR][/SIZE] [SIZE=3][COLOR=#3a3a3a][SIZE=3][COLOR=#3a3a3a] [/COLOR][/SIZE][/COLOR][/SIZE][SIZE=3][COLOR=#242424][SIZE=3][COLOR=#242424][/COLOR][/SIZE][/COLOR][/SIZE][SIZE=3][COLOR=#242424][SIZE=3][COLOR=#242424]Unprecedented global economic conditions have caused us to make some tough, strategic decisions about how we operate in order to minimize the economy's impact on our people and our company. As you learned [/COLOR][/SIZE][/COLOR][/SIZE][SIZE=3][COLOR=#3a3a3a][SIZE=3][COLOR=#3a3a3a]i[/COLOR][/SIZE][/COLOR][/SIZE][SIZE=3][COLOR=#242424][SIZE=3][COLOR=#242424]n early February, one change involved the Discounted Employee Stock Purchase Plan (DESPP). [/COLOR][/SIZE][/COLOR][/SIZE] [SIZE=3][COLOR=#242424][SIZE=3][COLOR=#242424] [/COLOR][/SIZE][/COLOR][/SIZE][SIZE=3][COLOR=#242424][SIZE=3][COLOR=#242424]The DESPP discount has been reduced from 10 to 5 percent effect[/COLOR][/SIZE][/COLOR][/SIZE][SIZE=3][COLOR=#3a3a3a][SIZE=3][COLOR=#3a3a3a]i[/COLOR][/SIZE][/COLOR][/SIZE][SIZE=3][COLOR=#242424][SIZE=3][COLOR=#242424]ve for deferrals made after the last pay period in March 2009. [/COLOR][/SIZE][/COLOR][/SIZE][COLOR=#FF0000][SIZE=3][SIZE=3][B]In [/B]addition, the discount now is based on the stock price on the last day of each quarter[/SIZE][/SIZE][/COLOR][SIZE=3][COLOR=#FF0000].[/COLOR] " Bob [/SIZE] [SIZE=3] [/SIZE][SIZE=3][COLOR=#242424][SIZE=3][COLOR=#242424][/COLOR][/SIZE][/COLOR][/SIZE][SIZE=3][COLOR=#242424][SIZE=3][COLOR=#242424][/COLOR][/SIZE][/COLOR][/SIZE] [/QUOTE]
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Doing taxes for 2012. Sold off my stock. Did UPS ESPP ever have a lookback provision?
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