Do My Stock Options Qualify for QSBS?

Stock options could qualify for QSBS after they are exercised, but there are a few steps you should take before exercising your “QSBS stock options”.

If you are concerned about the tax implications of selling or exercising your QSBS stock options than you are in the right place. There are various aspects of options that make them confusing, such as are they ISOs or NQSOs, do they qualify as QSBS, when should you exercise them, what are the tax implications of exercising and selling?

First let’s explore the QSBS implications of stock options.

Then we can further explore some of the nuances of stock options as it relates to QSBS and walk through an example.

What the pros and cons are for the timing of exercising your options?

QSBS Stock Option example

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

About QSBS Expert

QSBS Expert was founded by a group of entrepreneurs, investors, accountants and lawyers who came together when trying to navigate a QSBS situation of their own. We quickly realized that the regulations left a lot of open questions and the publicly available information was confusing to sift through…so we thought that others may also benefit from having a “go to” resource for all things QSBS.