Betsy O'Reilly Pate, LUTCF


Financial Services Representative

Investment Advisor Representative

Federal Tax Forms

Here you can view, print, or save commonly used tax forms and accompanying instructions for completing the forms. The links below will take you to the Internal Revenue Service website.

Federal Tax Forms
Form Description Instructions
1040 U.S. Individual Income Tax Return Instructions
Sch A Itemized Deductions Instructions
Sch B Interest and Ordinary Dividends n/a
Sch C Profit and Loss from Business Instructions
Sch D Capital Gains and Losses Instructions
Sch E Supplemental Income and Loss Instructions
Sch EIC Earned Income Credit n/a
Sch F Profit and Loss from Farming Instructions
Sch H Household Employment Taxes Instructions
Sch J Farm Income Averaging Instructions
Sch R Credit for the Elderly or the Disabled Instructions
Sch SE Self-Employment Tax Instructions
W-4 Employee's Withholding Allowance Certificate n/a
W-4P Withholding Certificate for Pension or Annuity Payments n/a
W9 Request for Taxpayer Identification Number and Certification Instructions

Contact Information:

1340 Central Park Blvd Suite #202
Fredericksburg, VA 22401

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Supervisory office: MassMutual Greater Richmond East Shore I 100 Eastshore Dr Suite 300 Glen Allen, VA 23059 (804)346-1011

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or it's affiliated companies.

Agent is licensed to sell life insurance in the following jurisdications: AZ, D.C., FL, MA, MD, NC, SC, TX, VA, and WV.

Agent is licensed to sell to sell securites in the following jurisdictions: AZ, D.C., FL, MD, MA, NC, NY, TX, and VA.

CRN202504-2207781

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