Price your QSBS exit date (Section 1202, 2026)

Prices your exit date against the 3 / 4 / 5-year exclusion tiers that OBBBA added on 2025-07-04.

Date the stock was acquired Planned sale or closing date Sale proceeds for this block USD Your basis in the stock USD Issuer aggregate gross assets at issuance USD Issuer was a domestic C corporation at issuance Add 3.8% net investment income tax State rate on the full gain if your state does not conform (0 if it does) %

Rule set that governs this block	—
Holding period	—	years
Exclusion earned by the sale date	—	%
Per-issuer cap applied	—	USD
Gain excluded	—	USD
Gain still taxable	—	USD
Tax on this sale	—	USD
Proceeds after tax	—	USD
Next tier opens	—
Cost of signing before that date	—	USD

Tier by actual anniversary
Reads your acquisition and sale dates and returns the exclusion tier the sale date actually earns: 50% past three years, 75% past four, 100% past five for stock acquired after 2025-07-04.

Pre- and post-OBBBA split
Stock acquired on or before 2025-07-04 stays on the original rules: no tiers, 100% only past five years, $10M cap, $50M gross-asset test. The tool picks the regime from the date instead of assuming.

$15M or 10x basis, whichever is greater
Applies the per-issuer cap that fits your basis, then taxes the gain above the cap at the 20% long-term rate rather than folding it into the excluded amount.

28% Section 1202 rate plus NIIT and state
Taxes the non-excluded slice of a partially excluded gain at 28%, adds 3.8% net investment income tax, and lets a non-conforming state such as California tax the whole gain.

Cost of selling early
Shows the date your next tier opens and the dollar difference between signing now and signing after that date, so the exit timeline has a number on it.

Open full tool → getreadystack.com