Form

QSBS Exemption Eligibility Test

Fill in these details and get a report right on your inbox if you're qualified for the QSBS Exemption!

First Name*

Last Name*

Email*

How did you acquire the stock?*

I purchased it on a secondary market.

I received it directly from the company in exchange for money, property, or services.

It was gifted to me by someone else.

None of the above.

How long have you continuously held the stock since you first exercised your right to own it (this excludes the time before exercising your grant or option)?*

Less than 1 year

1 to 3 years

3 to 5 years

5 years or more

What type of corporation issued your stock?*

A domestic S corporation

A limited liability company (LLC)

A domestic C corporation

A foreign corporation.

What type of business is the stock issuing company engaged in?*

The company actively engages in a “qualified trade or business,” such as technology, manufacturing, or retail.

The company provides professional services (e.g., legal, accounting, consulting), finance, or hospitality.

The company operates as a nonprofit organization.

None of the Above

What was the company’s adjusted basis in gross assets when your stock was issued?*

More than $100 million.

$50 million to $100 million.

Less than $50 million