How do I know if my investments made through AngelList qualify for QSBS treatment?

At the time of an exit, the AngelList team will reach out to the relevant portfolio company to obtain confirmation of it’s QSBS status.

This confirmation is obtained at the time of exit since QSBS eligibility depends on the portfolio company satisfying the requirements through the sale of its investments.

If the company meets the criteria for QSBS status, AngelList will include the relevant information needed, in order to exempt or defer the related gain, on the annual K-1s issued to investors.

Disclaimer: As each individual investor’s circumstances and investments vary, we recommend that you discuss QSBS tax exemption eligibility with your tax advisor.

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