QSBS Checker

Does your startup equity qualify for $10M in tax-free gains?

Answer 6 questions to find out if your shares qualify for Qualified Small Business Stock treatment.

1. Is your company a US C-corporation?

2. Did the company have gross assets under $50M when you received your shares?

3. Did you receive shares directly from the company (not secondary market)?

4. Is the company in a qualifying industry?

5. Have you held the shares for more than 5 years?

Date you acquired the shares

6. Did you file an 83(b) election if you early exercised?

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