--- title: Modeling QSBS (Qualified Small Business Stock) Sale description: Looking to model QSBS in Scenario Analysis? --- [Skip to content](https://help.holistiplan.com/modeling-qsbs-qualified-small-business-stock-sale#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en) # Modeling QSBS (Qualified Small Business Stock) Sale ## Learn how to model a qualified small business stock sale in Holistiplan, including the 28% rate and AMT adjustments. Gains from selling qualified small business stock (QSBS) under section 1202 may be partly or fully excluded from tax. This article covers two ways to model a QSBS sale in Holistiplan and when to make an AMT adjustment. Both methods assume the stock meets the holding period and other requirements for the exclusion. Only the taxable portion is entered in the scenario. If 100% of the sale is excluded, nothing is entered in the federal 1040 income section ### QSBS Exclusion Amounts Depending on when the stock was acquired, the client may be able to exclude 50%, 75%, or 100% of the gain. The One Big Beautiful Bill Act (OBBBA) changed how QSBS sales are treated. For more on how a QSBS sale is reported on a tax return, read the [IRS Instructions for Schedule D](https://www.irs.gov/instructions/i1040sd#en_US_2024_publink1000285558). ### Option 1: Enter the Taxable Gain in Schedule D 1. Calculate the taxable portion of the gain by subtracting the exclusion from the total gain. 2. In the **Schedule D** section, enter the taxable portion as a long-term capital gain. 3. Enter the same amount in the **Gains Taxed at 28%** field. ![](https://api.hubspot.com/filemanager/api/v2/files/194052072566/signed-url-redirect?portalId=8752285) The taxable portion of a gain from selling section 1202 stock is taxed at a maximum rate of 28%. Learn more in [IRS Topic No. 409, Capital Gains and Losses](https://www.irs.gov/taxtopics/tc409). ### Option 2: Use a Field Note 1. Add a [Field Note](https://help.holistiplan.com/field-notes-2.0?hsLang=en) and use its calculation rows. 2. In the first row, enter the total gain. 3. In the next row, enter the exclusion as a negative value. ### AMT Adjustment (50% and 75% Exclusions) Whether an AMT adjustment is needed depends on the exclusion amount: - **100% exclusion:** No AMT adjustment is needed. - **50% or 75% exclusion:** Enter 7% of the allowable exclusion for the year on line **2h Qualified Small Business Stock** in the **AMT** section. For example, a $200,000 allowable exclusion requires an entry of $14,000. ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Nov-13-2026-05-58-33-1386-PM.png?width=341&height=489&name=image-png-Nov-13-2026-05-58-33-1386-PM.png) State-specific adjustments may be needed in the State Tax Modeling section if the state does not conform to federal tax treatment of QSBS sales   - [Getting Started at Holistiplan](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#scenario-analysis) - 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