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

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Comments

  1. Arthur c.

    How do I get my money on a NetSpend card as a friend of mine eyes have so I can get my money

    • TINA T.

      GO TO A BANK THAT DOES CASH ADVANCE ITS INLY 2.95 AND GET WHAT AMOUNT YOU WANT IVE DONE IT FOE YEARS.

  2. David P.

    For those of you are looking for a good forum to discuss the social security disability process check out http://ssaforum.com/forum/

  3. Shay

    I receive SS Disability. My 2 sons receive a small portion of my disability amount.
    Their father is in prison. I have yet to get a divorce.
    I am their only source of support and they live with me.
    Can I file federal taxes and receive EITC?

  4. Constance B.

    Does this mean that Social Security Recipients need to file taxes now?

    • Ray F.

      Hello Constance. Some people have to pay federal income taxes on their Social Security benefits. This usually happens only if you have other substantial income (such as wages, self-employment, interest, dividends and other taxable income that must be reported on your tax return) in addition to your benefits. See our Benefit Planner: Income Taxes And Your Social Security Benefit for more information. Thanks!

  5. Claudia L.

    I have epilepsy, and I been having this since I was 15 yrs. old!!? And I been having trouble on trying to see if I qualify for disability benefits, and I haven’t been working since May, 2017 and I haven’t gotten an answer to see if I’m gonna qualify or not?? ?? And I had already fill out some paper forms & I already returned it back to them & all sign in too!!??

    • Arthur c.

      My friend has a car and he’s going to be the new payee how do I do it to change it to put it on a new car

  6. Claudia L.

    I have epilepsy, and I been having this since I was 15 yrs. old!!?

  7. John J.

    You Guys do a great job!!!!!!!
    Especially for us OLD GUYS!!

    Thanks, J. J.

  8. Erma J.

    My # is *** – ** – ***. I would like to have my back taxes taken out of my check by 100$ a month, I am already paying 50$ a month plus 686$ for this years taxes which makes 2084$ taxes. Please let me know that whether I can do this. I will have to call IRS to arrange this payment or would you, I have a already made the previous years arrangements now I have to make this years added to what I already owe. Thank you.

  9. Marian N.

    Filing jointly and only have SS. Did Turbo Tax and wasn’t going to file then received 1099-Rs from a previous employer, one for $138.72 with &27.74 tax withheld and one for $6.42 with no tax withheld. Do I need to file this or not?

    • Ray F.

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

  10. Mohammad A.

    I have not filed my 2017 Income Tax forms as of yet because my new wife is overseas in Morocco and I do have her W-7 Form for her ITN request. Will I be able to file as married filing jointly? Thank You.

    • Ray F.

      For income tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040.

Comments are closed.