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