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. Nancy H.

    My husband and I have not received our 1099 forms.
    John Hoffman, Jr and Nancy G. Hoffman. We need
    these forms asap we are going to H&R Block on Feb. 25th. John is 82 and I’m 77 years old. I am not very good on the computer . Please help me.

    • Ann C.

      Hi, Nancy. 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 2019 by visiting your personal my Social Security account. You can also contact or visit your local Social Security office. They can assist with a replacement 1099. We hope this helps.

  2. Pam A.

    My children receive a portion of my husbands SSDI, do I have to file each child individually or on my taxes?

    • Ann C.

      Hi, Pam. Under current law, the Internal Revenue Service (IRS) considers Social Security benefits taxable income for beneficiaries whose countable income exceeds certain limits. To learn more about those income thresholds, visit here. For any income tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040 or you can visit their website at http://www.irs.gov/. We hope this helps.

  3. John P.

    I need information regarding taxes owed on Social Security benefits paid.

    • Ann C.

      Hi, John. Under current law, the Internal Revenue Service (IRS) considers Social Security benefits taxable income for beneficiaries whose countable income exceeds certain limits. To learn more about those income thresholds, visit here. For any income tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040 or you can visit their website at http://www.irs.gov/. We hope this helps.

  4. Mary F.

    Can I change my tax deductions from my social security tax online?

    • Ann C.

      Hi, Mary. In order to have taxes withheld or to change the withholding amount from your Social Security benefit, you must start by printing, completing and submitting an IRS Voluntary Withholding Request Form (Form W-4V). On this form, you can choose to have 7, 10, 12, or 22 percent of your monthly benefit withheld. The Form W-4V (to withhold federal taxes from your Social Security benefits) can be returned to your local Social Security office by mail or in person. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits web page for more information. We hope this helps.

  5. Cathy L.

    I don’t know if I get a W2 form from SS.
    I don’t remember getting one last year. I need to know how to file. I can only be contacted via email, or mail. I do not have a working phone number.
    Thank you
    Cathy Lovell
    01-09-20209

    • Luis A.

      Hi Cathy. Thanks for your question. You will not get a W-2 from us, Social Security. During the month of December of 2019, we sent out a notice to each beneficiary showing how much they received in benefits for the whole year. The notice also showed how much a can expect to receive in 2020. For tax purposes, we mail out the form SSA-1099 by January 31 each year. If for any reason you do not receive your SSA-1099 in the mail by then, starting on February 1, you can request a replacement SSA-1099 for the previous tax year. And the good news is that you can request a replacement SSA-1099 by using your personal my Social Security account. We hope this helps.

  6. ginette t.

    I need to have Federal & MA state taxes withheld from my social security check and don’t know where to find the forms to fill out.

    please advise
    Thank you

    • Ann C.

      Hi, Ginette. In order to have taxes withheld from your Social Security benefit, you must start by printing, completing and submitting an IRS Voluntary Withholding Request Form (Form W-4V). On this form, you can choose to have 7, 10, 12, or 22 percent of your monthly benefit withheld. The Form W-4V (to withhold federal taxes from your Social Security benefits) can be returned to your local Social Security office by mail or in person. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits web page for more information. We hope this helps.

  7. Ashley

    I liked that you said that one thing to consider when you are in need of preparing for tax season is to check your social security benefits by using online websites. I have been trying to prepare my taxes but I have been worried that I will end up paying more than necessary since I have social security. I will be sure to check my social security benefits online to make sure that I am paying the correct amount.http://www.markburch.com/tax-services

  8. Irving t.

    This is such a great post, and I was thinking much the same myself. Another great update
    http://www.irvingtaxi247.com

  9. Andrew S.

    They didn’t collect taxes on S.S. until Reagan. Then Clinton raised the taxes higher.

  10. George K.

    How do I get you to mail another 1099 to a friend who can’t find hers?

    • Ann C.

      Hi, George. Your friend can request a replacement SSA-1099/1042S for Tax Year 2018 by visiting her personal my Social Security account. We hope this helps.

Comments are closed.