Qualified Small Business Stock (QSBS) Exclusion Calculator

Qualified Small Business Stock (QSBS) Exclusion Calculator

What is QSBS?

Qualified Small Business Stock (QSBS) refers to shares in a qualified C-Corporation that meets the criteria set by Section 1202 of the IRS code.

How does the QSBS exclusion work?

The QSBS exclusion allows investors to exclude up to 100% of capital gains from the sale of QSBS if held for more than 5 years.

What percentage of gains can be excluded?

Depending on when the QSBS was acquired, the exclusion can range from 50% to 100% of capital gains.