All cash merger, owned less than a year

Aug 11, 2015 2 Replies

Due to a merger, I received all cash for stock I held less than a year. Is there any way to avoid short-term treatment of gain by re-investing?


99.99% of the time, "No" is the right answer. There is an exception for a Section 1045 rollover from qualified small business stock into another qualified small business stock if the original stock was held for over 6 months and the new stock is purchased within 60 days after disposition. Definition of qualified small business stock is at Section 1202.

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