The section 1202 QSBS capital gain tax exclusion on the sale of stock acquired after August 10, 1993 is 50%, 75%, or 100% on up to $10 million or 10x the initial investment, depending on the date the stock was acquired. Below are the tax exclusions by acquisition date.

  • After August 10, 1993, but before February 17, 2009: 50%
  • After February 17, 2009, but before September 27, 2010: 75%
  • After September 27, 2010: 100%

How do I calculate my QSBS capital gain tax exclusion?

What if my QSBS capital gain goes over $10 million or 10x my initial investment?

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