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Definition: Taxable

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This value indicates whether the account is taxable or tax-deferred (non-taxable).

If you also use Advisor Rebalancing, this is a field that is synchronized between the two products.

When you update this field for an individual account or accounts, you can sync those changes without running a full Advisor View sync. To learn more about syncing account changes for individual accounts, see Synchronize Account Data With Advisor Rebalancing.

When you group the tax planning version of the Comparative Review report by Tax Status, it uses the Taxable setting to organize accounts.