Morton & Associates Internet Resources Links

Last update: $Date: 2026/1/21 21:00:00$

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Internet Resources

The following links can provide tax forms if you are missing them, you will just need your account number and you will have to sign up at the site. If you can't obtain information from an institution, the IRS website may be able to provide a substitute form that is missing state information. The Franchise Tax Board may have the information missing from the IRS website. Both the California Franchise Tax Board and Internal Revenue Service has a record of your estimate payments, please verify them. If you are signed up at the IRS through ID.ME, you will be able to access the Social Security Administration, or vice versa. Phone numbers for dividend reinvestment accounts have been provided if you have issues signing up. If you have the account information, you can retrieve tax information over the phone as a last resort.

Government Resources

1. California Franchise Tax Board

2. Internal Revenue Service

3. Social Security Administration

Brokerages [1099-INT, 1099-DIV, 1099-B, 1099-R, K-1]

1. Betterment Securities

2. Charles Schwab

3. Etrade

4. Morgan Stanley

5. National Financial Services [Fidelity]

6. T. Rowe Price

7. TIAA-CREF Investments

8. Vanguard Brokerage

Banks that pay interest [1099-INT]

1. Bank of America

2. Barclays Bank Delaware

3. Discover Bank

4. Goldman Sachs Bank

5. JP Morgan Chase Bank

6. Live Oak Bank

7. Sallie Mae Bank

8. Santa Cruz County Bank

9. Stanford Federal Credit Union

10. Synchrony Bank

11. Texas Capital Bank

12. Wells Fargo

Dividend Reinvestment Plans - [1099-DIV]

1. Aflac Incorporated (800) 227-4756

2. AT and T (800) 351-7221

3. Becton, Dickenson and Company (817) 498-8861

4. Caterpillar Inc. (866) 203-6622

5. Colgate-Palmolive Company (800) 756-8700

6. Conocophilips (800) 356-0066

7. ConEdison (800) 522-5522

8. Diamondback Energy

9. Eaton Corporation, Plc (888) 587-8625

10. Emerson Electric Company (888) 213-0970

11. ExxonMobil (800) 252-1800

12. Johnson Controls International Plc (877) 602-7397

13. Masco Corporation (866) 230-0666

14. Minnesota Mining and Manufacturing Company (800) 401-l952

15. Pepsico (800) 226-0083

16. Pinnacle West Capital Corporation (800) 457-2983

17. Procter and Gamble Company (800) 488-9716

18. Regions Financial Corporation (800) 524-2879

19. Spire Inc (800) 884-4225

20. The Clorox Company (877) 373-6374

21. Truist (800) 213-4314

22. US Bancorp (888) 778-1311

23. Verizon (800) 631-2355

Retirement Plan Administrators [1099-R]

1. Alameda County Employees Retirement System

2. California Public Employees Retirement System

3. Nationwide Retirement Solutions

4. Office of Personnel Management

5. Teachers Insurance and Annuity Administrative Services

Book Royalty Payors [1099-MISC]

1. Author's Registry, Inc.

2. Copyright Clearance Center

3. Harvard University

4. Oxford University Press

5. Penguin Books, email to: royalties@randomhouse.co.uk

6. Princeton University Press

7. University of Chicago

8. University of Minnesota

Property managers [1099-MISC]

1. Arizona Property Brokerage

2. Pure Property Management

Insurance Companies for Rental Properties

1. State Farm

Medical Information

1. VI at Palo Alto resident expenses letter