Investors & landlords

Thank you, ThomasM12.

Yes, that's the bullet point on sba.gov that I was looking at, and it addresses only "the nature of the services provided," as you say.

It just seems odd that it makes no mention of "professional service" at all, whereas TurboTax says "the stock of certain kinds of companies can't qualify at all, including financial, farming, professional service and health-related firms."

In trying to reconcile the two, I was mentally inserting a colon after the excluded "personal services" in the sba.gov point, and inferring "public" as its opposite.

So, although the stock I'm concerned about is not in banking, insurance, hotels, or the other excluded businesses, it is a small professional service corporation, and I'm not sure what to do. There doesn't seem to be very firm guidance on this.

But your reply does help clarify.