Tax Basis Worksheets

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Alcatel-Lucent Tax Basis Worksheet

Please click here to download the worksheet for calculating the tax basis for your Alcatel-Lucent American Depositary Shares (ADSs) and/or cash-in-lieu received in the exchange for Lucent common stock.

The merger was intended to qualify as a tax-free reorganization under Section 368(a) of the Internal Revenue Code of 1986, as amended, for U.S. federal income tax purposes.  As a result, Alcatel Lucent and Lucent believe that you will not recognize gain or loss on the exchange of your Lucent common stock for Alcatel Lucent ADSs, although gain or loss may be recognized upon the receipt of cash in lieu of a fractional ADS.  Alcatel Lucent and Lucent cannot assure you that the Internal Revenue Service will agree with the treatment of the merger as a tax-free reorganization.  Tax matters are complicated, and the tax consequences of the merger to each Lucent shareowner will depend on the facts of each shareowner's situation.  Lucent shareowners are urged to read the discussion set forth in the proxy statement related to the merger under the heading "The Merger – Material U.S. Federal Income Tax Consequences" and to consult their own tax advisors for a full understanding of the tax consequences of their participation in the merger.  A copy of the proxy statement was mailed to shareowners prior to the September 7 Lucent shareholder meeting and is also available on the Internet at external link http://www.sec.gov/Archives/edgar/data/886125/000095012306009919/y20140a1fv4za.htm.  The tax discussion begins on page 85.

 

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