NOTE: You are about to enter a website hosted by an organization separate from Skye Wealth Management. The products and services on this website are being offered through LPL Enterprise or its affiliates, which are separate entities from, and not affiliates of, Skye Wealth Management.
Skye Wealth Management, LPL Enterprise and LPL Financial do not provide tax and/or legal advice or services. Please consult your tax and/or legal advisor regarding your specific situation.
U.S. Individual Income Tax Return
Form | Instructions
1040-SR
An alternative to the Form 1040 for taxpayers who are 65 and older.
Form | Instructions
1040ES
Estimated Tax for Individuals. Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, or alimony).
Form | Instructions
1040X
Amended U.S. Individual Income Tax Return
Form | Instructions
5305 - SIMPLE
Savings Incentive Match Plan for Employees of Small Employers
Form | Instructions
Schedule 1 (1040)
Additional Income and Adjustments to Income
Form | Instructions
Schedule 2 (1040)
Additional Taxes
Form | Instructions
Schedule 3 (1040)
Additional Credits and Payments
Form | Instructions
Schedule A (1040)
Itemized Deductions. If you itemize, you can deduct a part of your medical and dental expenses and un-reimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.
Form | Instructions
Schedule B (Form 1040)
Interest and Ordinary Dividends.
Form | Instructions
Schedule C (Form 1040)
Profit or Loss from Business (Sole Proprietorship)
Form | Instructions
Schedule D (Form 1040)
Capital Gains and Losses. Use this form to report the sale or exchange of a capital asset not reported on another form or schedule, gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit, capital gain distributions not reported directly on Form 1040, and non-business bad debts.
Form | Instructions
Schedule E (Form 1040)
Supplemental Income and Loss. Use Schedule E to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in real estate mortgage investment conduits (REMICs).
Form | Instructions
Schedule SE (Form 1040)
Self-Employment Tax. Use this form to figure the tax due on net earnings from self-employment. The Social Security Administration uses the information from Schedule SE to figure your benefits under the social security program.
Form | Instructions
W-4Employee's Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay.
Form | Instructions
Wage and Tax Statement. Every employer who pays for services performed by an employee, including noncash payments, must file a Form W-2 for each employee - even if the employee is related to the employer.
Form | Instructions
W-2
Request for Taxpayer Identification Number and Certification. Anyone who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
Form | Instructions
W-9
iscellaneous Income Statement. Every business that pays for services performed by a non-employee must file a copy of Form 1099 for each non-employee.
Form | Instructions
1099
Form | Instructions
1099-NEC
Form to report nonemployee compensation.
Form | Instructions
941
Employer's Quarterly Federal Tax Return.
Form | Instructions
4868
Application for Automatic Extension of Time To File U.S. Individual Income Tax Return.
Form | Instructions
8863
Education Credits (American Opportunity and Lifetime Learning Credits). Use this form to figure and claim tax credits for qualified education expenses paid to an eligible postsecondary educational institution.
Form | Instructions
Skye Wealth Management, LPL Enterprise and LPL Financial do not provide tax and/or legal advice or services. Please consult your tax and/or legal advisor regarding your specific situation.
U.S. Individual Income Tax Return
Form | Instructions
1040-SR
An alternative to the Form 1040 for taxpayers who are 65 and older.
Form | Instructions
1040ES
Estimated Tax for Individuals. Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, or alimony).
Form | Instructions
1040X
Amended U.S. Individual Income Tax Return
Form | Instructions
5305 - SIMPLE
Savings Incentive Match Plan for Employees of Small Employers
Form | Instructions
Schedule 1 (1040)
Additional Income and Adjustments to Income
Form | Instructions
Schedule 2 (1040)
Additional Taxes
Form | Instructions
Schedule 3 (1040)
Additional Credits and Payments
Form | Instructions
Schedule A (1040)
Itemized Deductions. If you itemize, you can deduct a part of your medical and dental expenses and un-reimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.
Form | Instructions
Schedule B (Form 1040)
Interest and Ordinary Dividends.
Form | Instructions
Schedule C (Form 1040)
Profit or Loss from Business (Sole Proprietorship)
Form | Instructions
Schedule D (Form 1040)
Capital Gains and Losses. Use this form to report the sale or exchange of a capital asset not reported on another form or schedule, gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit, capital gain distributions not reported directly on Form 1040, and non-business bad debts.
Form | Instructions
Schedule E (Form 1040)
Supplemental Income and Loss. Use Schedule E to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in real estate mortgage investment conduits (REMICs).
Form | Instructions
Schedule SE (Form 1040)
Self-Employment Tax. Use this form to figure the tax due on net earnings from self-employment. The Social Security Administration uses the information from Schedule SE to figure your benefits under the social security program.
Form | Instructions
W-4Employee's Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay.
Form | Instructions
Wage and Tax Statement. Every employer who pays for services performed by an employee, including noncash payments, must file a Form W-2 for each employee - even if the employee is related to the employer.
Form | Instructions
W-2
Request for Taxpayer Identification Number and Certification. Anyone who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
Form | Instructions
W-9
iscellaneous Income Statement. Every business that pays for services performed by a non-employee must file a copy of Form 1099 for each non-employee.
Form | Instructions
1099
Form | Instructions
1099-NEC
Form to report nonemployee compensation.
Form | Instructions
941
Employer's Quarterly Federal Tax Return.
Form | Instructions
4868
Application for Automatic Extension of Time To File U.S. Individual Income Tax Return.
Form | Instructions
8863
Education Credits (American Opportunity and Lifetime Learning Credits). Use this form to figure and claim tax credits for qualified education expenses paid to an eligible postsecondary educational institution.
Form | Instructions
SKYE WEALTH MANAGEMENT
cortnie.beaver@prudential.com
223-386-6521
20140 Scholar Drive • Suite 311 • Hagerstown, MD 21742
Check the background of your financial professional on FINRA’sBrokerCheck
www.finra.org www.sipc.org LPL Enterprise Form CRS
Cortnie Beaver is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Skye Wealth Management.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.
Skye Wealth Management does business in the following states:
Securities: DC, MD, PA, VA, WV Variable Life Insurance: DC, MD, PA, VA, WV
Mutual Funds: DC, MD, PA, VA, WV Fixed Annuities: DC, MD, PA, VA, WV
Life Insurance: DC, MD, PA, VA, WV Variable Annuities: DC, MD, PA, VA, WV
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
www.finra.org www.sipc.org LPL Enterprise Form CRS
Cortnie Beaver is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Skye Wealth Management.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.
Skye Wealth Management does business in the following states:
Securities: DC, MD, PA, VA, WV Variable Life Insurance: DC, MD, PA, VA, WV
Mutual Funds: DC, MD, PA, VA, WV Fixed Annuities: DC, MD, PA, VA, WV
Life Insurance: DC, MD, PA, VA, WV Variable Annuities: DC, MD, PA, VA, WV
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.