QSBS Eligibility Checker

Could your startup investment be tax-free? Check Section 1202 eligibility in 5 minutes.

Could your startup investment be tax-free?

Section 1202 of the Internal Revenue Code allows investors in qualified small business stock (QSBS) to exclude up to $10 million in capital gains from federal income tax. For a $100,000 investment that turns into $5 million, that's over $1 million in tax savings. But not every investment qualifies.

This tool walks you through the seven key requirements and tells you where you stand.

Important: This tool is for educational and informational purposes only. It does not constitute tax, legal, or financial advice. QSBS eligibility involves complex tax rules with many nuances, exceptions, and ongoing regulatory developments. Always consult a qualified tax professional before making any decisions based on QSBS eligibility. Olivent Ventures is not a tax advisor and assumes no liability for actions taken based on this tool's output.

Takes about 5 minutes - 7 checkpoints

This tool evaluates one block of stock at a time. Different lots may have different eligibility.