Skip to main content
QSBSCalc
State conformity

50-state QSBS conformity grid

The federal §1202 exclusion is a federal rule. Whether your state honors it decides whether your sale of QSBS stock is actually tax-free at the state level — or whether your state turns around and taxes 100% of the gain anyway.

Conformity interacts with the rest of the §1202 mechanics: the $10M-or-10×-basis exclusion cap determines the federally-excluded slice, the five-year holding period gates federal eligibility in the first place, and a §1045 rollover can shift the state-tax leg into a different jurisdiction. Run your facts through the decoder, then check Form 8949 reporting for how the federal adjustment carries to the state return.

full conformity (40 + DC)partial conformity (PA, NJ)decouples (CA)no state income tax (9)
Tile view
Alphabetical

All states, alphabetical

Click any state for its full conformity rule, the controlling state statute, and a state-specific worked example.

full conformityhonors federal exclusionpartial conformitypartial add-back (PA, NJ)decouples100% state-tax (CA)no state taxno state income tax

Four conformity buckets

Decouples (3)

The state taxes 100% of the QSBS gain regardless of the federal exclusion.

CAALOR

Partial conformity (2)

The state honors part of the federal exclusion; a per-state add-back rule applies.

PANJ

Full conformity (37)

The state honors the federal §1202 exclusion 1:1. State tax applies only to the federally-taxable portion.

NYAZARCOCTDEDCGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENMNCNDOHOKRISCUTVTVAWVWI

No state income tax (9)

No personal income tax. Federal exclusion is preserved; there is no state-level tax on the gain.

TXFLWAAKNVNHSDTNWY