QSBS Exemption Guidelines

In order for QSBS stock to be eligible for capital gains tax exclusions, several criteria have to be met:
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Criteria for Capital Gains Tax Exclusions on QSBS Stock

Is the investor eligible to benefit from QSBS savings and how was the QSBS acquired?
Yes
Has the QSBS been held for at least 5 years?
Yes
Next: How much of my gain is excluded from Capital Gains taxes?
No
No
If your stock does not meet the QSBS criteria, there may be some alternatives to consider.

 

← Back to QSBS Criteria

QSBS has implications for different stakeholders.
Explore the nuances.

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Individual Investor

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Investment Fund

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Service Provider

Additional resources

QSBS Exemption Guidelines FAQ Read More
Use our calculator to determine your eligibility Read More
Case Study: Section 1202 QSBS Potential Impact on Startup to IPO Investment Read More

This article does not constitute legal or tax advice. Please consult with your legal or tax advisor with respect to your particular circumstance.