https://github.com/prem-ium/tax-merge
Consolidate multiple 1099 brokerage tax forms, visualize realized gains/losses, and track data for Fidelity, Chase, Vanguard, Schwab, and others!
https://github.com/prem-ium/tax-merge
1099 1099-b chase data-science data-visualization data-wrangling desktop-application fidelity financial-analysis firstrade graphical-user-interface schwab tastytrade tax tax-forms vanguard
Last synced: 26 days ago
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Consolidate multiple 1099 brokerage tax forms, visualize realized gains/losses, and track data for Fidelity, Chase, Vanguard, Schwab, and others!
- Host: GitHub
- URL: https://github.com/prem-ium/tax-merge
- Owner: Prem-ium
- Created: 2025-02-01T17:10:07.000Z (3 months ago)
- Default Branch: main
- Last Pushed: 2025-03-20T13:18:48.000Z (about 1 month ago)
- Last Synced: 2025-03-28T19:51:05.689Z (29 days ago)
- Topics: 1099, 1099-b, chase, data-science, data-visualization, data-wrangling, desktop-application, fidelity, financial-analysis, firstrade, graphical-user-interface, schwab, tastytrade, tax, tax-forms, vanguard
- Homepage: https://github.com/sponsors/Prem-ium/sponsorships?tier_id=463064
- Size: 65.4 KB
- Stars: 1
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- Funding: .github/FUNDING.yml
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README
📝 TaxMerge: 1099-PDF Tax Consolidator 📊
Effortlessly retrieve realized gain data from multiple 1099 tax forms from different brokerages into one report.
---
## 🚀 Features & Perks
### 🏦 Supported Brokerages
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**
- 
Pro Version (Includes Apex Clearing Brokerages):
- All brokerages from Basic version
- **Fennel**
- **TastyTrade**
- **Tradier**
- **Firstrade**
- **Robinhood**
- **Public**
- **WeBull**
- 
### 📁 Consolidated Realized Gains/Losses
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.
- 
### 📊 Data Visualization
Gain insights into your taxable earnings with **interactive charts** that break down realized gains by brokerage.
- **Bar graphs** and **pie charts** display your earnings distribution across financial institutions.
- 
### 📜 PDF & CSV Viewer
Enhance data verification with **built-in viewing tools**:
- **📄 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.
- **🖊️ Row Highlighting for CSVs** – Improve readability with **bold & highlighted** rows when double-clicking entries, making data validation effortless.
- 
---
## **🎥 Demo Video**
Your browser does not support video tags.
Click to open Video URL.
---
## **📋 How to Use**
1. **Purchase a license** – See [Pricing](#Pricing) for details.
2. **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.
3. **Download & install** – Visit the private repository and download the latest **TaxMerge** installer from the **Releases** section.
4. **Configure & authenticate** – Follow the setup instructions in the private repository's README to complete the configuration.
---
## **Pricing**
### **Available Options**
- **💰 Discounted Quotes** – Receive a **custom discounted offer** when paying via **Zelle**. Users can also request support for only the specific brokerages/features they need, potentially lowering costs further by excluding unnecessary ones. For inquiries, [contact me via email](mailto:[email protected]) (**serious inquiries only**).
- **🔑 One-Time Purchase** – Two pricing tiers are available:
- **Basic Version – $79**: Supports **Fidelity, Chase, Vanguard, WellsTrade, Schwab**. [Purchase Basic Version](https://github.com/sponsors/Prem-ium/sponsorships?sponsor=Prem-ium&tier_id=474503&preview=false)
- **Pro Version – $99**: Includes everything in Basic, plus additional brokerages with **Apex Clearing** (e.g., Fennel, Robinhood, Public, Firstrade, etc.). [Purchase Pro Version](https://github.com/sponsors/Prem-ium/sponsorships?sponsor=Prem-ium&tier_id=474504&preview=false)
- **🏅 Gold Sponsor Loyalty Discounts** – Special discounts for **consecutive GitHub sponsorships**:
- **4+ months**: $20 off
- **8+ months**: $40 off
---
## **🧑💻 Who Is This For?**
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**.
---
## **🎉 Why I Built This**
After 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.
---
## **📜 End User License Agreement (EULA)**
[View the EULA](EULA.txt).