{"id":25073788,"url":"https://github.com/prem-ium/tax-merge","last_synced_at":"2026-02-02T13:18:11.271Z","repository":{"id":275325326,"uuid":"925755752","full_name":"Prem-ium/Tax-Merge","owner":"Prem-ium","description":"Consolidate multiple 1099 brokerage tax forms, visualize realized gains/losses, and track data for Fidelity, Chase, Vanguard, Schwab, and others!","archived":false,"fork":false,"pushed_at":"2025-05-15T13:36:32.000Z","size":71,"stargazers_count":1,"open_issues_count":0,"forks_count":0,"subscribers_count":1,"default_branch":"main","last_synced_at":"2026-01-22T08:44:46.499Z","etag":null,"topics":["1099","accounting","chase","data-science","data-visualization","data-wrangling","desktop-application","fidelity","financial-analysis","firstrade","graphical-user-interface","schwab","tastytrade","tax","tax-forms","taxes","vanguard"],"latest_commit_sha":null,"homepage":"https://github.com/sponsors/Prem-ium?frequency=one-time\u0026sponsor=Prem-ium","language":null,"has_issues":false,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":null,"status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/Prem-ium.png","metadata":{"files":{"readme":"README.md","changelog":null,"contributing":null,"funding":".github/FUNDING.yml","license":null,"code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null,"governance":null,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null,"zenodo":null},"funding":{"github":["Prem-ium"]}},"created_at":"2025-02-01T17:10:07.000Z","updated_at":"2025-05-30T11:26:37.000Z","dependencies_parsed_at":"2025-02-01T18:23:43.606Z","dependency_job_id":"d91e16d1-592c-4507-9cf5-ba8c5460c9eb","html_url":"https://github.com/Prem-ium/Tax-Merge","commit_stats":null,"previous_names":["prem-ium/tax-merge"],"tags_count":0,"template":false,"template_full_name":null,"purl":"pkg:github/Prem-ium/Tax-Merge","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/Prem-ium%2FTax-Merge","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/Prem-ium%2FTax-Merge/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/Prem-ium%2FTax-Merge/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/Prem-ium%2FTax-Merge/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/Prem-ium","download_url":"https://codeload.github.com/Prem-ium/Tax-Merge/tar.gz/refs/heads/main","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/Prem-ium%2FTax-Merge/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":286080680,"owners_count":29012691,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2026-02-02T12:48:30.580Z","status":"ssl_error","status_checked_at":"2026-02-02T12:46:38.384Z","response_time":58,"last_error":"SSL_connect returned=1 errno=0 peeraddr=140.82.121.5:443 state=error: unexpected eof while reading","robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":false,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":["1099","accounting","chase","data-science","data-visualization","data-wrangling","desktop-application","fidelity","financial-analysis","firstrade","graphical-user-interface","schwab","tastytrade","tax","tax-forms","taxes","vanguard"],"created_at":"2025-02-06T23:33:28.327Z","updated_at":"2026-02-02T13:18:11.242Z","avatar_url":"https://github.com/Prem-ium.png","language":null,"funding_links":["https://github.com/sponsors/Prem-ium","https://github.com/sponsors/Prem-ium/sponsorships?sponsor=Prem-ium\u0026tier_id=474503\u0026preview=false","https://github.com/sponsors/Prem-ium/sponsorships?sponsor=Prem-ium\u0026tier_id=474504\u0026preview=false"],"categories":[],"sub_categories":[],"readme":"\u003ch1 align=\"center\"\u003e\n  📝 TaxMerge: \u003ci\u003e1099-PDF Tax Consolidator\u003c/i\u003e 📊\n\u003c/h1\u003e\n\n\u003cp align=\"center\"\u003e\n  \u003ci\u003eEffortlessly\u003c/i\u003e retrieve realized gain data from multiple 1099 tax forms from different brokerages into one report.\n\u003c/p\u003e\n\n\u003cp align=\"center\"\u003e\n  \u003cimg src=\"https://github.com/user-attachments/assets/84d865a6-6e12-4b77-9951-03f23c647e6f?raw=true\" alt=\"Tax Merge Banner\"/\u003e\n\u003c/p\u003e\n\n---\n\n## 🚀 Features \u0026 Perks  \n\n### 🏦 Supported Brokerages  \nThis project automates the extraction and consolidation of **realized gain/loss data** from 1099 tax forms across multiple brokerages, including:  \nBasic Version:\n- **Fidelity**  \n- **Charles Schwab**  \n- **J.P. Morgan Invest (Chase)**  \n- **Vanguard**  \n- **WellsTrade**\n  -  \u003cimg src=\"https://github.com/user-attachments/assets/bd94c209-971e-48ff-aab2-44749ca278c3\" alt=\"Basic Stock Brokerages for 1099 Tax Consolidation\" width=\"600\"\u003e \n\nPro Version (Includes Apex Clearing Brokerages):\n- All brokerages from Basic version\n- **Fennel**\n- **TastyTrade**\n- **Tradier**\n- **Firstrade**\n- **Robinhood**\n- **Public**\n- **WeBull**\n\n  -  \u003cimg src=\"https://github.com/user-attachments/assets/1bce26c4-3eae-4231-a451-d1330a1849ea\" alt=\"Pro Stock Brokerages for 1099 Tax Consolidation\" width=\"600\"\u003e\n\n### 📁 Consolidated Realized Gains/Losses  \nAutomatically 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.  \n  - \u003cimg src=\"https://github.com/user-attachments/assets/df255433-3b6f-4c34-8a15-cc9ff93adefa\" alt=\"Example of a consolidated realized gains CSV output\" width=\"600\"\u003e\n\n### 📊 Data Visualization  \nGain insights into your taxable earnings with **interactive charts** that break down realized gains by brokerage.  \n- **Bar graphs** and **pie charts** display your earnings distribution across financial institutions.  \n\n  - \u003cimg src=\"https://github.com/user-attachments/assets/85020a83-1559-478c-9c4d-755427a9b67c\" alt=\"Taxable earnings breakdown bar graph and pie chart\" width=\"600\"\u003e\n\n### 📜 PDF \u0026 CSV Viewer  \nEnhance data verification with **built-in viewing tools**:  \n- **📄 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. \n- **🖊️ Row Highlighting for CSVs** – Improve readability with **bold \u0026 highlighted** rows when double-clicking entries, making data validation effortless.  \n\n  - \u003cimg src=\"https://github.com/user-attachments/assets/c789c7ac-29c5-49f2-b93f-58b7b2f175c3\" alt=\"Highlighted CSV row for easier verification\" width=\"600\"\u003e\n\n---\n## **🎥 Demo Video**\n\u003cvideo src=\"https://github.com/user-attachments/assets/d87c5c93-c09c-4c41-a1c3-a0d248784b95\" controls=\"controls\" style=\"max-width: 100%; height: auto;\"\u003e\n    Your browser does not support video tags.\n    \u003ca href=\"https://github.com/user-attachments/assets/d87c5c93-c09c-4c41-a1c3-a0d248784b95\"\u003eClick to open Video URL.\u003c/a\u003e\n\u003c/video\u003e\n\n---\n\n## **📋 How to Use**  \n\n1. **Purchase a license** – See Pricing section of README for details.  \n2. **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.  \n3. **Download \u0026 install** – Visit the private repository and download the latest **TaxMerge** installer from the **Releases** section.  \n4. **Configure \u0026 authenticate** – Follow the setup instructions in the private repository's README to complete the configuration.  \n\n---\n\n## 💸 **Pricing**\n### ✅ **One-Time Purchase – Instant Access**\n* **🔹 Basic Version – \\$79**\n  Supports **Fidelity, Chase, Vanguard, WellsTrade, Schwab**.\n  → [Get the Basic Version](https://github.com/sponsors/Prem-ium/sponsorships?sponsor=Prem-ium\u0026tier_id=474503\u0026preview=false)\n\n* **🔸 Pro Version – \\$99**\n  Includes everything in Basic, plus extended support for **Apex Clearing brokerages** (e.g., **Robinhood, Fennel, Public, Firstrade**, etc.)\n  → [Get the Pro Version](https://github.com/sponsors/Prem-ium/sponsorships?sponsor=Prem-ium\u0026tier_id=474504\u0026preview=false)\n\n### 💬 **Not Sure What You Need? Custom Quotes Available**\nWant support for only a few brokerages? Looking to pay via **Zelle** at a discounted rate?\n→ [Email me for a custom offer](mailto:premium.github@gmail.com) (**serious inquiries only**).\nYou’ll only pay for what you need.\n\n### 🏅 **Loyalty Discounts – Save More Over Time**\nIf you're a **Gold Sponsor**, you get exclusive price cuts:\n* ⭐ 4+ months: **\\$20 off**\n* ⭐ 8+ months: **\\$40 off**\n\n---\n## **🧑‍💻 Who Is This For?**\n\nIdeal 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**.\n\n---\n## **🎉 Why I Built This**\n\nAfter the success of **[Auto-StockTrader](https://github.com/Prem-ium/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.\n\n---\n## **📜 End User License Agreement (EULA)**\n[View the EULA](EULA.txt). \n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fprem-ium%2Ftax-merge","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fprem-ium%2Ftax-merge","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fprem-ium%2Ftax-merge/lists"}