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. Andre C.

    How can I get my W-2s from the last 3 years

  2. Rose A.

    I may be owed some money by the government the total is $837.00. when can I receive these funds? My phone number is 419 515-4109. My email is rosetaylor1013@yahoo.com.

    Thank you
    Min. Rose A. Taylor

    • Vonda V.

      Thank you for contacting us, Rose. Unfortunately, and because of security reasons, we do not have access to personal records in this blog and cannot assist you.

      To inquire about an underpayment, you will need to contact your local office or call our toll-free number at 1-800-772-1213. Representatives are available Monday through Friday, between 7 a.m. and 7 p.m.

  3. Anne D.

    I am receiving SSA retirement benefits for about 6 yrs.
    I wanted to arrange to have taxes taken out (Federal, State and NYC). Do I need to visit an SSA office or can forms be mailed to me? May I have extra taxes paid in advance to cover my Pension as well? SSA $2200 and Pension $1600 = $3800 monthly. Thank you.

  4. MATT L.

    I have a saved app. pending to file for benefits. Before I file I want to know if I can deduct 20% / mo, of the monthly benefits toward IRS TAXES?

    • Vonda V.

      Hi Matt, thank you for your question. There is not an option to sign up for voluntary tax withholding in the application path. You can download the form or call the IRS toll-free at 1-800-829-3676 and ask for Form W-4V. When you complete the form, you can choose to have 7, 10, 12, or 22 percent of your monthly benefit withheld for taxes. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits for more information.

  5. Michael B.

    I worked in 2016 and retired on Dec 31, 2016. Some of my pay was received in 2017. Is that money I received consider work in 2017 and used to reduce the amount of social security that I receive in 2017?

  6. Leola P.

    My husband William Theodore Glass passed away last December 4, 2017. I never received his tax form to file with our taxes for 2017. I tried to set him up an account so I could just print a new one but it wouldn’t let me set him up an account. Is there anyway I can have a code sent to me so I can open up an account & can print out one and not have to come into the social security office.

    • Ray F.

      We are sorry for your loss, Leola. You can only create a my Social Security account using your own personal information and for your own exclusive use.
      In certain cases, we may disclose SSA-1099 information from the record of a deceased person, only to a survivor of the deceased and only if we are able to establish the relationship of the survivor to the deceased based on SSA records. You will need to go into the local Social Security office with proper identification and supporting documents to make a request for a replacement SSA-1099.
      For further assistance or to make an appointment, call our toll free number at 1-800-772-1213. Representatives are available Monday through Friday, between 7 a.m. and 7 p.m. Thanks.

  7. Evelyn M.

    How do you have taxes taken out of your social security check?

  8. be l.

    after apply benefits online how long it take before I get
    first pay check , I am 68 yearsold still working I planing to
    get first pay check before get out my job,

  9. Denise

    I need to have federal income taxes taken out of my ss check. How do I go about doing that. Please respond to denisemah@verizon.net.

  10. Tracy A.

    I have a Situation regarding an overpayment. I’ve been trying to get in contact with the supervisor basically for the last year to kind of settle this huge overpayment that initially was $176,000 owed to you. I am not really getting anywhere I really need help with somebody internally there at Social Security can someone call me ASAP 702-523-2342 so we can get this taken care of just been going on for 10 years eight different overpayment.

    • Ray F.

      We wish we could be more help Tracy, but for security reasons we do not have access to personal records in this blog. Your local office is better prepared to assist you in resolving this overpayment issue.
      For more information and to learn about appeals and waiver rights, read our publication on “Overpayments“.
      If you still have questions, or need further assistance, you should call our toll-free number at 1-800-772-1213. Representatives are available Monday through Friday, between 7 a.m. and 7 p.m. Thanks!

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