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Documentation
https://optionsahoy.com/for-agents
APIReference
https://optionsahoy.com/for-agents/api
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OpenAPI Specification
openapi: 3.2.0
info:
title: OptionsAhoy Calculator QSBS API
summary: Deterministic equity-compensation calculator endpoints. JSON in, JSON out.
description: Multi-year equity-compensation optimization engine.
version: 1.10.1
contact:
name: AlphaLatitude Inc.
email: andrew@alphalatitude.com
url: https://optionsahoy.com/for-agents
license:
name: Proprietary. Free for non-commercial use during beta.
url: https://optionsahoy.com/terms
servers:
- url: https://optionsahoy.com
description: Production
tags:
- name: QSBS
description: Section 1202 qualification
paths:
/api/v1/qsbs:
post:
summary: Section 1202 QSBS qualification check
description: Evaluates Section 1202 Qualified Small Business Stock (QSBS) against the six statutory tests, returning the verdict, exclusion percentage, federal tax saved, and state conformity under OBBBA 2026 tiered exclusion rules.
operationId: checkQsbs
tags:
- QSBS
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/QsbsInput'
example:
acquisitionDate: '2020-01-15'
saleDate: '2026-06-01'
entityType: us-c-corp
acquisitionMethod: original-issuance
assetCategory: under-50m
industry: tech-software
activeBusiness: 'yes'
adjustedBasis: 100000
expectedGain: 5000000
stateCode: CA
ordinaryIncome: 250000
filingStatus: single
responses:
'200':
$ref: '#/components/responses/QsbsSuccess'
'400':
$ref: '#/components/responses/BadRequest'
'405':
$ref: '#/components/responses/MethodNotAllowed'
components:
schemas:
FilingStatus:
type: string
enum:
- single
- married_joint
- head_household
description: United States federal filing status.
IsoDate:
type: string
format: date
description: ISO 8601 date string (YYYY-MM-DD).
QsbsResult:
type: object
description: Section 1202 QSBS qualification result. All dollar amounts are USD.
properties:
verdict:
type: string
enum:
- qualifies
- partial
- too-soon
- caveats
- disqualified
description: Overall verdict. "partial" = qualifies but at a sub-100% exclusion tier (e.g. an OBBBA 3- or 4-year hold gives 50% or 75%). "caveats" = qualifies, but one or more tests returned "unsure" (pass conditional on facts the caller marked unknown). "too-soon" = the holding period has not reached any exclusion tier yet.
exclusionPercent:
type: number
enum:
- 0
- 0.5
- 0.75
- 1
description: Fraction of the capped gain excludable from federal tax, per the era and holding-period tier.
perIssuerCap:
type: number
description: 'Statutory per-issuer cap in dollars: $10M pre-OBBBA, $15M for stock acquired after July 4, 2025.'
tenXBasisCap:
type: number
description: 10 x adjustedBasis cap in dollars.
applicableCap:
type: number
description: 'max(perIssuerCap, tenXBasisCap): the exclusion cap actually applied, in dollars.'
excludableGain:
type: number
description: Portion of expectedGain excludable from federal tax in dollars.
taxableGain:
type: number
description: Portion of expectedGain still federally taxable in dollars (overage above the cap plus any non-excluded fraction).
federalTaxSaved:
type: number
description: Federal LTCG tax (including NIIT) avoided on the excluded gain, in dollars.
stateConforms:
type: string
enum:
- full
- partial
- none
description: Whether the user state conforms to the federal 1202 exclusion.
stateNote:
type: string
description: Per-state conformity explanation. May be omitted.
cappedOverageNote:
type: string
description: 'Present only when expectedGain exceeds applicableCap and an exclusion is in play: explains that the overage is fully taxable regardless of holding period and that spreading shares across separate taxpayers (e.g. non-grantor trusts) can multiply the per-issuer exclusion. Omitted otherwise.'
holdingYears:
type: number
description: Calendar-aware years between acquisitionDate and saleDate.
yearsUntilFullExclusion:
type: number
description: Additional years to hold before reaching the 100% exclusion tier; 0 when already reached.
era:
type: string
enum:
- pre-2009
- pre-2010
- pre-obbba
- obbba
description: Acquisition-era classification that sets the exclusion schedule (50% pre-2009 era, 75% pre-2010 era, 100% at 5y pre-OBBBA, tiered 50/75/100% at 3/4/5y under OBBBA).
tests:
type: array
description: The six statutory tests with per-test status, identifying any gate that failed.
items:
type: object
properties:
id:
type: string
description: Stable test identifier.
label:
type: string
description: Human-readable test name.
status:
type: string
enum:
- pass
- fail
- unsure
- wait
description: '"wait" means the test will pass with more holding time.'
detail:
type: string
description: One-line explanation of the test outcome.
required:
- id
- label
- status
- detail
required:
- verdict
- exclusionPercent
- perIssuerCap
- tenXBasisCap
- applicableCap
- excludableGain
- taxableGain
- federalTaxSaved
- stateConforms
- holdingYears
- yearsUntilFullExclusion
- era
- tests
StateCode:
type: string
pattern: ^[A-Z]{2}$
description: Two-letter United States state code (e.g. CA, NY, TX).
QsbsInput:
type: object
required:
- acquisitionDate
- saleDate
- entityType
- acquisitionMethod
- assetCategory
- industry
- activeBusiness
- adjustedBasis
- expectedGain
- stateCode
- ordinaryIncome
- filingStatus
properties:
acquisitionDate:
$ref: '#/components/schemas/IsoDate'
saleDate:
$ref: '#/components/schemas/IsoDate'
entityType:
type: string
enum:
- us-c-corp
- other
acquisitionMethod:
type: string
enum:
- original-issuance
- gift-or-inheritance
- secondary
- unsure
assetCategory:
type: string
enum:
- under-50m
- 50m-to-75m
- over-75m
- unsure
industry:
type: string
enum:
- tech-software
- manufacturing
- biotech-research
- retail-wholesale
- health-services
- law
- engineering
- architecture
- accounting-actuarial
- consulting
- finance
- farming
- extraction
- hospitality
- performing-arts
- other-services
- unsure
activeBusiness:
type: string
enum:
- 'yes'
- 'no'
- unsure
adjustedBasis:
type: number
minimum: 0
expectedGain:
type: number
stateCode:
$ref: '#/components/schemas/StateCode'
ordinaryIncome:
type: number
minimum: 0
filingStatus:
$ref: '#/components/schemas/FilingStatus'
responses:
MethodNotAllowed:
description: Endpoint accepts only POST (and OPTIONS for CORS preflight).
content:
application/json:
schema:
type: object
required:
- error
properties:
error:
type: string
BadRequest:
description: Invalid input or calculation failure. The `error` string names the specific field or condition.
content:
application/json:
schema:
type: object
required:
- error
properties:
error:
type: string
QsbsSuccess:
description: Successful qsbs_check result.
content:
application/json:
schema:
type: object
required:
- ok
- result
properties:
ok:
type: boolean
const: true
result:
$ref: '#/components/schemas/QsbsResult'
next_steps:
type: object
description: 'Constant per endpoint: the free interactive version of this calculator, related endpoints worth running next, and the OptionsAhoy beta for integrated multi-position optimization.'
properties:
web_tool:
type: string
also_run:
type: array
items:
type: string
beta:
type: string
example:
ok: true
result:
verdict: qualifies
exclusionPercent: 1
perIssuerCap: 10000000
tenXBasisCap: 1000000
applicableCap: 10000000
excludableGain: 5000000
taxableGain: 0
federalTaxSaved: 1190000
stateConforms: none
stateNote: California does not conform to §1202 — your full gain is taxable at the state level.
holdingYears: 6.375342465753425
yearsUntilFullExclusion: 0
era: pre-obbba
tests:
- id: entity
label: US C-corporation
status: pass
detail: C-corps qualify. S-corps, LLCs, partnerships, and foreign entities do not.
- id: original-issuance
label: Original-issuance acquisition
status: pass
detail: Stock acquired directly from the company qualifies.
- id: asset-cap
label: Gross assets ≤ $50M at issuance
status: pass
detail: Issuer was under the $50M aggregate gross-assets ceiling.
- id: industry
label: Qualified trade or business
status: pass
detail: Software, manufacturing, biotech R&D, retail, and similar trades qualify.
- id: active-business
label: 80% of assets in active business
status: pass
detail: At least 80% of corporate assets used in the qualified active trade.
- id: holding
label: Held at least 5 years
status: pass
detail: 6.4 years held — 100% exclusion tier.
externalDocs:
description: Integration surface, citation guidance, and roadmap
url: https://optionsahoy.com/for-agents