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. Kathleen S.

    I came to the SSI site to look for advice on the best simple and affordable tax prep software for a person who only receives SSI income and hasn’t much else to declare, except perhaps donations and medical expenses. Simple, senior citizen user friendly, free or budget friendly. Please add some recommendations and advice on this request.

    • Ann C.

      Hi, Kathleen. For any income tax questions, you will need to contact the Internal Revenue Service (IRS). Their toll-free number is 1-800-829-1040. We hope this helps.

  2. Dale S.

    My mother needs a replacement 1099. She is 89 and not computer literate. I am prohibited from setting up an account for her. How do we get her a 1099?

  3. Wilma M.

    Need a replacement SS form to file my taxes. The social security form sent in Feb for total earnings in 2018.

    • Ann C.

      Good news, Wilma! You can request a replacement SSA-1099/1042S for Tax Year 2018 by visiting your personal my Social Security account. Thanks!

  4. lisa S.

    I need someone to call me I need my tax information from your office I need someone to call me I need my tax information from your office 941 830 1941 I also need to change my address thank you

    • Ann C.

      Hi, Lisa. For your security, we do not have access to private information in this venue. You can request a replacement SSA-1099/1042S for Tax Year 2018 by visiting your personal my Social Security account. You can also contact or visit your local office. They can assist with a replacement 1099. Just a reminder – please be cautious about posting personal information on social media. We hope this helps.

  5. Becky l.

    I don’t work.
    I get ssi and ssd
    I do get info as yr
    I DON’T do a thing!
    RIGHT!??

  6. Linda p.

    How do I verify grandson ss number for tax filing he lived with us for 8 months last year and want to claim him on our taxes

  7. Paul P.

    I tried to create an account. I requested my security code by e-mail. The e-mail you sent did NOT have security code a with it. If you rejected my account application it is because you asked me for information too old to recall such as phone numbers I had 2003. I did not receive my SSA 1099..Get it t me ASAP!

    • Vonda V.

      Hi Paul: We are sorry that you are having trouble creating a my Social Security account. To pass the verification process, we match the personal information you give us with the data we have in our records. Then, we use our Identity Services Provider to further verify your identity.

      If you are locked out, you can 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”. When you call, you can also request a replacement SSA-1099.

  8. Jennifer L.

    I would like to have $200 withheld each month for my social security check. I haven’t found where to do this. I tried calling my local office but couldn’t get through to talk to anyone.

    • Ann C.

      Hi, Jennifer. For your security, we do not have access to private information in this venue. Good news! You can click “Get Help” in your personal my Social Security account to “Ask a Question”. You can click “Talk to an Expert” for a call back. We hope this helps.

  9. David

    I retired from work In May of 2018, and applied for Social Security when I reached 66 in June 2018. Now, because of the information I read on the SSA site, I wonder if the income I made the first part of 2018; might actually cause me to lose some of the Social Security benefits I collected the second half of 2018 after I had 1) official reached full retirement age and 2) stopped working?

    • Ann C.

      Hi, David. If you work and are full retirement age or older, you may keep all of your benefits, no matter how much you earn, starting with the month you reach your full retirement age. For more information, check out our publication, How Work Affects Benefits. If you have more specific questions, you can call us toll-free at 1-800-772-1213. Representatives are available Monday through Friday, between 7:00 a.m. and 7:00 p.m. You can also contact your local Social Security office. Thanks.

  10. Rose M.

    How can I request a tax deduction for 2019 ? Can I fill one online?

Comments are closed.