Individual Investor

Does my QSBS Exclusion Increase if I am Married?

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The QSBS exclusion is $10M or 10x the initial investment for each QSBS issuer whether you are married or not. Under Section 1202(b) if the taxpayer is married but filing jointly then the exclusion is $5M for each spouse.

If the taxpayer gets divorced and the spouse take 50% of the issued stock then the QSBS would be treated separately, creating a $10M or 10x tax exclusions for each taxpayer.

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.