BobKamman
Level 15
11-02-2021
10:25 AM
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Qualified Opportunity Funds work with capital gains and Form 4797 gains. I don't see any of those here -- it looks like the stock option exercise-and-sales are reported on W-2 forms. If the stock can be held long enough for capital-gain treatment, and the QOZ rules aren't repealed, then that may be worth considering.