Taxes

1 Month Until Tax Day. Social Security Can Help You Prepare!

March 15, 2018 • By

Reading Time: 2 Minutes

Last Updated: November 3, 2023

man and woman reading This year the tax return filing deadline, or Tax Day, falls on April 17. Individual income tax returns are due to federal and state governments. Social Security can help you prepare:

  1. If you receive Social Security benefits, Social Security provides you with an annual Benefit Statement, also known as the SSA-1099 or the SSA-1042S. A Benefit Statement shows the total amount of benefits you received from Social Security in the previous year, so you know how much Social Security income to report to the IRS on your tax return. If you misplaced your Benefit Statement or didn’t receive it by the end of January, and you currently live in the United States, you can get a replacement form quickly and easily with a personal my Social Security account.
  2. Do you own a business or help other people with their taxes? Our Business Services Online suite of services can help individuals and small businesses prepare for tax day. There, you can report employee wages and verify names and Social Security numbers for W-2s. It’s a free, convenient, and secure way to do business with us. You can also check out our Information for Tax Preparers site to find out all the ways we can help you prepare for tax day this year and in the future.

A personal my Social Security account helps you out several ways during tax season and beyond. In addition to getting your replacement Benefit Statement, you can check your Social Security Statement to verify your annual earnings are posted correctly. Errors in your earnings record could affect the amount of benefits you receive in the future. By verifying that your earnings were reported correctly, you are helping us keep your earnings record accurate. Sign in or create an account, and see what you all can do online with my Social Security.

Social Security is with you on Tax Day and throughout life’s journey. Visit us online today!

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About the Author

Jim Borland, Acting Deputy Commissioner for Communications

Jim Borland, Acting Deputy Commissioner for Communications

Comments

  1. Shirley c.

    I need help with my taxes,I get government benefits from o.p.K,aretired.

    • R.F.

      Hi Shirley, for tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040. Thanks!

  2. melissa d.

    I am trying to set up a account but it does not allow me to

    • R.F.

      We’re sorry that you’re having difficulties, Melissa.
      If you are unable to create an account or encounter a problem with your my Social Security account, you may:
      •Call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m. At the voice prompt, say “helpdesk”; or
      •Contact your local Social Security office. Thanks!

  3. Joanne

    On Ssdi, collected under 12000 2017 single 57
    I was told no need to file is this true ?
    Ty

  4. Amit J.

    As a Advisor I really appreciate the SS Administration and the great work their staff does. Probably the best program where you can always find out what you will get at retirement.

    • R.F.

      Thanks for your feedback, Amit! We value your opinion of us and look forward to many more years of serving you in the future.

  5. Kathy

    After tax cuts by president,how come my as check doesn’t show a slight increase,as I have taxes taken out of my check?

    • R.F.

      Hi Kathy, for income tax question, you will need to contact the Internal Revenue Service (IRS). Their toll-free number is 1-800-829-1040.

  6. Carlos R.

    I wish to know if I do my tax now I got 1050 benefit let me know if I got to do it thanks.

  7. Neena J.

    Hello Sir, Ma’am,
    Reading all these comments and reply is very useful to people who needs help … this is a wonderful idea and we all appreciates the helps that we received …
    Thank you …

    • R.F.

      Thank you, Neena! We’re pleased we can help. We will continue our efforts to meet your requirements and expectations in the years to come.

  8. Nancy F.

    I am seperated from my husband and he has completely taken over my idenity, I cant even get into my SSA. He has taken my Apple ID, email and user name. I got info that my account had been changed, I called several times talked with different people got all different answers. I tried to get in my account and could not get in so the person blocked my account. I ask her how I could file an appeal if I could not get into my account to see for myself what had happened. Still cant get in would appreciate some help getting in my account. Thanks, Nancy Freeman (859)432-1113

    • R.F.

      Hi Nancy! If you are unable to create an account or encounter a problem with your my Social Security account, you may:
      •Call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m. At the voice prompt, say “helpdesk”; or
      •Contact your local Social Security office.

  9. Jose E.

    Also be aware that I was a victom of IDENTYTY THEFT
    where a supposidly feiend in a wheel chair stole my phone, I had to get a new phone, and Phone #, when
    the person in the wheel chair tried to give the old phone
    back, I told him I had closed that number, and had a new
    phone, and #, I am still having problems with accounts!!

  10. Charlene A.

    Do you help file taxes for disability benefits for one spouse and SSI, retirement benefits for the other spouse? We would truly appreciate your help. Mr.& Mrs. Lemuel Due. 1-918-616-3593 or home phone number 918-485-2466 Thank you, Charlene Ann Due

    • R.F.

      Hi Charlene, for information on Income Taxes And Your Social Security Benefit visit our Benefits Planner. For tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040. Thanks!

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