QSBS Calculator

How much can you save if your shares are QSBS eligible? Please note that the Section 1202 QSBS guidelines are for capital gains taxes at the federal level. Each state treats QSBS slightly differently, whereby in certain states you may also be exempt from having to pay capital gains taxes and others where you may be subject to capital gains tax at the state level, despite being exempt from federal capital gains tax.

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1Get Started

2The Basics

3QSBS Holding Period

4Expected Savings

We can help you navigate QSBS Eligibility

QSBS eligibility always comes back to whether or not the corporation met the criteria as a Qualified Small Business—and we can help you navigate this. Please enter your info below to gain access to the QSBS Calculator. We'll also send the results directly to your inbox.

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What kind of stakeholder are you?*

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Let's start with the basics

What type of shares do you have?*

Please describe:

When did you acquire your shares?

Did you file an 83b election when you received your shares?*

Yes

Please enter the date you elected your 83b:

Please enter the date your restrictions lifted:

Have you exercised your stock options?*

Yes

Please enter the date you exercised your options.

The 5 year holding period starts when the options are exercised. Please enter the date you expect to exercise your options:

Has your note converted to equity?

Yes

Please enter the date your note converted.

The 5 year holding period starts when the note is converted to equity. Please enter the expected conversion date:

Please enter either the date SAFE was acquired or the date the SAFE converted to equity shares. The IRS has not yet clarified whether the holding period for SAFE securities starts upon acquisition of the SAFE or when the SAFE is converted to equity.

Enter Date*

What state do you file your taxes in?*

How much did you acquire your stock for?*

How much did you sell (or anticipate selling) your securities for?*

Calculated Gain