Taxes

Get a Replacement Social Security Tax Form Online With Ease

February 1, 2018 • By

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Last Updated: November 3, 2023

man and woman on laptop 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.

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About the Author

Jim Borland, Acting Deputy Commissioner for Communications

Jim Borland, Acting Deputy Commissioner for Communications

Comments

  1. William r.

    What form do I use to change the amount of taxes on my Social Security benefit

  2. Mrs. M.

    Can I get a replacement SSA 1099 for my husband. He died 06-09-2018. I have my statement, but need his to file my taxes. If I create my account on line will it allow me to get a copy of his 1099?

    • A.C.

      We are sorry to hear about your loss, Mary. The SSA-1099 is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you did not receive the benefit statement, the executor will need to go into the local Social Security office with proof of death and proof of executorship. An SSA-1099 can also be given to someone receiving benefits on the deceased beneficiary’s record such as a spouse, parent, or child of the deceased. If you need more information, call our toll-free number at 1-800-772-1213 (TTY 1-800-325-0778) and ask a representative for assistance. We hope this helps.

  3. Priscilla S.

    I am currently on hold with the social security administration. My former spouse, Guy Paul Michaud (dob-3/21/25) died 2/27/19. His ss# is *** – ** – ***. I am trying to locate his 1099 for 2018 so his taxes can be prepared on time.
    I appreciate your assistance. Thank you.

    Priscilla Schad
    199 Meadowview Lane
    Williamsville, NY 14221

    • A.C.

      Hi, Priscilla. We are sorry to hear about your loss. The SSA-1099 is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you did not receive the benefit statement, the executor will need to go into the local Social Security office with proof of death and proof of executorship. An SSA-1099 can also be given to someone receiving benefits on the deceased beneficiary’s record such as a spouse, parent, or child of the deceased. If you need more information, call our toll-free number at 1-800-772-1213 (TTY 1-800-325-0778) and ask a representative for further assistance. Just a reminder – please be cautious about posting personal information on social media. We hope this helps.

  4. Yesenia

    Hello – I am the executor on my client’s estate. My client passed away December 2018. We did not receive the form 1099-SSA to forward to the accountant. How may I receive a replacement copy of the form?

  5. Gary C.

    HOW DO I GET A SOCIAL SECURITY FORM FOR 2018? THIS PAGE DOES NOT TELL ME HOW. IT’S JUST BEUROCRATIC BABBLE.

  6. Judy M.

    I did not receive a SSA-1098 in the mail. I have set up a My Social Security Account. When I go to the Replacement Documents, there isn’t an option for getting a copy of my SSA-1098. Only a Request for a new Social Security Card is listed. Has anyone else had this problem?

  7. Judy M.

    I did not receive a SSA-1098 in the mail. I have set up a My Social Security Account. When I go to the Replacement Documents, there isn’t an option for getting a copy of my SSA-1098. Only a Request for a new Social Security Card is listed. Has anyone else had this problem?

    • A.C.

      Hi, Judy. Thanks for your question. If you encounter a problem with your personal my Social Security account, you may:
      •Call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7:00 a.m. to 7:00 p.m. At the voice prompt, say “helpdesk”; or
      •Contact your local Social Security office. Your local office can also assist with a replacement SSA-1099. We hope this is resolved soon.

  8. Jane L.

    I need a 1099 for 2018

    • A.C.

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

  9. Gary S.

    I WAS working but I am not now. They stop my ssdi. How can I get my benefits back.

    • A.C.

      Hi, Gary. For your security, we do not have access to private information in this venue. We ask that members in our Blog community work with our offices with specific questions. You can call us at 1-800-772-1213, Monday through Friday, between 7:00 a.m. and 7:00 p.m., for assistance. Generally, you will have a shorter wait if you call later in the day. You can also contact your local Social Security office. We hope this helps.

  10. Marc S.

    Do I need a 1095 form for Medicare? Also, I can’t seem to log onto the ssa.gov website. It won’t recognize my user name and password.

    • A.C.

      Hi, Mark. Medicare mails Form 1095-B, the Minimum Essential Coverage Notice, to Medicare beneficiaries every year. To get additional information on Medicare benefits, check out http://www.medicare.gov/. You may also wish to contact your local Medicare SHIP (State Health Insurance Program Coordinator) for assistance. As far as your personal my Social Security account, if you are still unable to access an account or encounter a problem with your personal my Social Security account, you may:
      •Call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7:00 a.m. to 7:00 p.m. At the voice prompt, say “helpdesk”; or
      •Contact your local Social Security office. We hope this helps.

Comments are closed.