Effortlessly retrieve realized gain data from multiple 1099 tax forms from different brokerages into one report.
TaxMerge.App.Demo.Video.mp4
- Supports Fidelity, Schwab, Vanguard, JP Morgan/Chase, TastyTrade, Firstrade, with more Apex Clearing brokerages coming soon (Fennel, Public, Webull)!
- Converts Realized Gain/Loss Data from multiple 1099 PDFs into a single CSV.
- Data Analysis & Visualization 📊: Interactive charts for taxable earnings & realized gains breakdown by brokerage (Bar Graph/Pie Chart).
- PDF & CSV Viewer 📜:
- Dynamic Page Handling: Dyanmically opens the PDF page most likely to host the 1099-Realized Summary page of your 1099 Tax Form based on the brokerage.
- Row Highlighting: Allows for increase readability, double selecting a row from a CSV viewer bolds and highlights text--making it even easier to verify the numbers.
- Obtain a license – See Pricing.
- Get access – After purchase, you'll receive an invite to the private repository within 48 hours. Accept the invite to proceed.
- Install the app – Visit the private repository, download the latest TaxMerge installer, and install the app.
- Set up & authenticate – Follow the README instructions in the private repository to configure your application.
- Prepare your files – Place your 1099 PDFs in the appropriate subfolders.
- Start processing – Click "START" to begin extraction and processing.
- Review your data – Use the built-in CSV/PDF viewer to check the consolidated results.
- One-Time Purchase: $150 via GitHub Sponsors.
- Gold Sponsors Discounts:
- Custom Quotes: Available for Zelle payments or limited brokerage support. Contact (serious inquiries only).
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.