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Manage Client’s Account: Holdings

What is Show Tax View?

The Show Tax View button is available at the account level holdings page for Taxable Accounts. The button is a toggle that displays additional columns that may be relevant for tax purposes. The additional columns shown are Cost Basis, Short-Term Loss, Short-Term Gain, Long-Term Loss, and Long-Term Gain. To display these additional columns, click the button. To revert back to the previous view, click the button again.