Qualified small business stock (QSBS) eligibility depends on several factors: The company must be a domestic C corporation with gross assets under $75 million at the time the stock is issued, and the stock must be held for at least three years for a partial exclusion or five years for the full exclusion. A qualified tax professional or wealth advisor can review your cap table, stock purchase dates, and company financials to confirm whether your shares qualify under Section 1202.
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