Effortlessly retrieve realized gain data from multiple 1099 tax forms from different brokerages into one report.
This project automates the extraction and consolidation of realized gain/loss data from 1099 tax forms across multiple brokerages, including:
Basic Version:
- Fidelity
- Charles Schwab
- J.P. Morgan Invest (Chase)
- Vanguard
- WellsTrade
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Pro Version (Includes Apex Clearing Brokerages):
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All brokerages from Basic version
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Fennel
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TastyTrade
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Tradier
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Firstrade
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Robinhood
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Public
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Automatically extracts taxable realized gains/losses from multiple 1099 tax PDFs, including multiple accounts from the same brokerage. Each brokerage's data is first consolidated into a single CSV, then merged into a master summary detailing short- and long-term realized gains across all brokerages—ensuring streamlined tax reporting.
Gain insights into your taxable earnings with interactive charts that break down realized gains by brokerage.
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Bar graphs and pie charts display your earnings distribution across financial institutions.
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Enhance data verification with built-in viewing tools:
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📄 Smart PDF Navigation – Automatically detects and opens the most relevant page of the 1099 form containing the Realized Gains Summary, based on the brokerage's format. This should allow users to easily verify everything was correctly parsed from the PDF.
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🖊️ Row Highlighting for CSVs – Improve readability with bold & highlighted rows when double-clicking entries, making data validation effortless.
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TaxMerge.App.Demo.Video.mp4
- Purchase a license – See Pricing for details.
- Gain access – After purchase, an invitation to the private repository will be sent to your GitHub email within 48 hours. Accept the invite to proceed.
- Download & install – Visit the private repository and download the latest TaxMerge installer from the Releases section.
- Configure & authenticate – Follow the setup instructions in the private repository's README to complete the configuration.
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💰 Discounted Quotes – Users paying via Zelle can receive a discounted invitation. Additionally, users can customize which features/brokerages they need support for, potentially excluding unnecessary ones for further discounts. If interested, contact me via email (serious inquiries only).
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🔑 One-Time Purchase – There are different pricing for 'Basic' and 'Pro' version of this project. The basic version ($100, Basic Version Pricing) supports only 'Fidelity, Chase, Vanguard, Wellstrade, Schwab'-- while the Pro version ($120, Pro Version Pricing) supports additional brokerages with Apex Clearing (Fennel, Robinhood, Public, Firstrade, etc.)
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🏅 Gold Sponsor Discounts – Available for consecutive GitHub sponsorships:
- 3+ months: $10 off
- 6+ months: $40 off
📢 Notice of Delay: Orders will not be fulfilled between 02/18/25 – 03/03/25 as I will be out of the country. Invites will resume on 03/04/25.
Ideal for traders, tax professionals, and investors managing multiple brokerage accounts who need a faster, automated way to consolidate and analyze their 1099-B tax forms.
After the success of Auto-StockTrader, I realized managing tax forms across multiple accounts and brokerages was a challenge. My accountant even recommended filing for an extension due to the large number of 1099 tax forms, a result of the primary investment strategy used by users of my Auto-StockTrader repository. Additionally, some accountants charge hefty fees—$50-75 per additional tax form. TaxMerge was created to tackle this issue; it aims to simplify this process, particularly in calculating the final short and long-term net realized gains/losses for a tax year.