JimS_1
Level 3

@Nick D @madeleinerose @George4Tacks 

I'm curious if anyone found any solution for this besides what folks have listed above.  

One caveat that I found:  I believe MA follows the IRC in effect as of 2005, thus there is no 100% exclusion, but there is a 50% exclusion of the QSBS gains (based on Sec 1202 in 2005).  That means that 50% of gains are taxable, and then (assuming the transaction meets the additional requirements of MA), the 50% gains are taxed at 3%.

If I'm right about this, I don't think there is a way to do this in Lacerte. 

Or maybe I'm completely off??

0 Cheers