QSBS Retroactive Wins: Amend and Refund
QSBS isn’t just about future exits. If your clients sold Qualified Small Business Stock in the last 3 years, they may be eligible for refunds by amending returns.
What to do now:
Ask about recent sales of QSBS.
Educate them on what qualifies.
Review and amend returns if they’re eligible.
Double check state conformity — not every state follows federal QSBS rules.
TaxPlanIQ gives you the tools to find overlooked opportunities and turn them into client wins.
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