Get a Replacement Social Security Tax Form Online With Ease
Reading Time: 1 MinuteLast Updated: November 3, 2023
It’s that time of year again. Preparing for tax season can seem overwhelming. Some forms and paperwork might be difficult to track down. If you misplaced your Benefits Statement or haven’t received it by the end of January, we’ve made it easy to go online to get a replacement with a personal my Social Security account.
An SSA-1099, also called a Benefit Statement, is a tax form Social Security mails each year in January to the more than 60 million people who receive Social Security benefits. It shows the total amount of benefits received from Social Security in the previous year so people know how much Social Security income to report to the IRS on their tax return.
For noncitizens who live outside of the United States and received or repaid Social Security benefits last year, we’ll send form SSA-1042S instead. The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI).
If you currently live in the United States and need a replacement form SSA-1099 or SSA-1042S, we have a way for you to get a replacement quickly and easily. Go online and get a replacement form with a personal my Social Security account.
Every worker in the United States should create a personal my Social Security account. The secure and personalized features of my Social Security are valuable tools to help Americans plan for retirement.
Did you find this Information helpful?
Tags: my Social Security, my Social Security account
See CommentsAbout the Author
Jim Borland, Acting Deputy Commissioner for Communications
Jim Borland, Acting Deputy Commissioner for Communications
Comments
Comments are closed.
Deborah S.
I want to have taxes (state and federal) taken out of my monthly social security check. Where do I mail these forms to? Thank you!
V.V.
Thank you for your question, Deborah. 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.
Sign the form and return it to your local Social Security office by mail or in person.
See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits for more information.
Henry T.
I lost my copy of my social security SSS form 1099 for Tax year 2018 and need a replacement so I file my tax.
V.V.
Thank you for your question, Henry. You can request a replacement 2018 SSA-1099 or SSA-1042S after February 1 using your my Social Security account. If you do not already have an account, you can create one. Once you are logged in to your account, select the “Replacement Documents” tab.
If you are unable to create a my Social Security account or do not want to request it online, 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. or you can contact your local Social Security office.
Muriel P.
I need a W2 form 2018 to do my taxes. I have not received anything from you. Please help.
V.V.
Thanks for your question, Muriel. See our Frequently Asked Questions web page for information on how to obtain a copy of your W-2.
If you’re referring to your SSA-1099, you can request a replacement using your my Social Security account. If you do not already have an account, you can create one. Once you are logged in to your account, select the “Replacement Documents” tab.
If you are unable to create a my Social Security account or do not want to request it online, 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. or you can contact your local Social Security office.
Debi K.
My son, John E. Keen, needs his SSA-1099, we are requesting that you mail it to his address, he is unable to go online to access it at this time. We also need to know how many months, or if he was covered by insurance and the 1095 to go with that. He has been working at a job for about 6 months now and we are preparing his tax return. Will send you the SS# when you respond, thank you
V.V.
Hi Debi, thank you for using our blog to ask your question. If your son is unable to create a my Social Security account or does not want to request it online, he may call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m. or contact his local Social Security office.
Your son would need to contact the Center for Medicare and Medicaid Services for details on the 1095. Please visit Medicare’s website at http://medicare.gov or call 1-800-MEDICARE (1-800-633-4227; TTY 1-877-486-2048).
Henrt T.
Lost my Tax Form SSA 1099 Social Security Benefit for Tax year 2018.
t
V.V.
Hi there. You can request a replacement 2018 SSA-1099 or SSA-1042S after February 1 using your my Social Security account. If you do not already have an account, you can create one. Once you are logged in to your account, select the “Replacement Documents” tab.
If you are unable to create a my Social Security account or do not want to request it online, 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. or you can contact your local Social Security office.
Ken P.
It would be great if your 1099s were available online for last 3-5 years so when we have to do back taxes for our states or the fed, we could print them from online on our secure account.
Keith N.
I have yet to receive a SS W2 in the mail. I would like to receive one buy mail for tax purposes. My first year on SS was 2018.
Keith Nelson
4751 Azelia Av. No..
Brooklyn Center Mn. 55429
Shirley N.
I am 67 how much can my total income be so I don’t get pentelized
V.V.
Hi Shirley, thanks for the question. Beginning with the month you reach full retirement age, earnings no longer reduce your benefits, no matter how much you earn.
Visit our Retirement Planner: Getting Benefits While Working for more details.
Shirley N.
How can I get a 1095 form for taxes to show I have insurance
V.V.
Hi Shirley, thanks for using our blog to ask your question. Social Security does not issue 1095’s. Your question may be better suited for the Centers for Medicare and Medicaid Services. Please visit Medicare’s website at http://medicare.gov/, or call 1-800-MEDICARE (1-800-633-4227; TTY 1-877-486-2048).
john r.
I did not receive my SS 1040SR
V.V.
Hi John. If you’re referring to the SSA-1099, Social Security sends them in January to people who receive Social Security benefits using the address that’s on file with Social Security. If you haven’t received one, you may want to ensure you address is correct.
You can request a replacement 2018 SSA-1099 or SSA-1042S after February 1 using your my Social Security account. If you do not already have an account, you can create one. Once you are logged in to your account, select the “Replacement Documents” tab.
If you are unable to create a my Social Security account or do not want to request it online, 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. or you can contact your local Social Security office.