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.
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Tags: my Social Security, my Social Security account
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Jim Borland, Acting Deputy Commissioner for Communications
Jim Borland, Acting Deputy Commissioner for Communications
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Eric l.
I need to know what I made in l2017 local
taxes
Mary D.
My husband has not received his W2 nor is it posted on his account. When will they be available so we may file our joint return.
Mary
Barbara C.
lost my social security w2 staatement
Nancy L.
I did not get a 1040 form to be able to get my refund. Please send one.
Sharon R.
All I need is a fax number for the Peoria Illinois Office.
I cannot afford to be on hold for 45 minutes. I am working and too much to do. All I need to do is send them a fax!
V.V.
Hi Sharon, thanks for using our blog to ask your question. Please use our Office Locator to locate your local office address, including their office hours, a map and directions.
Carmella L.
My mother passed away August 25, 2018. I am trying to secure a benefit statement SSA 1099 for 2018 tax year. Can you help me with this?
V.V.
We’re sorry to hear about your loss, Carmella. The benefit statement is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you do not have access to the mail at that address, the executor will need to go into the local field 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), Monday through Friday, between 7 a.m. and 7 p.m., and ask a representative for assistance.
Don M.
There needs to be clear information on how an executor, representative with Power of attorney or other qualified person may get access to information or replacement documents if the beneficiary is not capable of doing it themselves. I need a copy of my 90 year old mothers 1099 for tax purposes but am not allowed to open an account for her, or for my recently deceased father, so I can get the information I need for taxes.
V.V.
Hi Don. We are very sorry for your loss. Because of privacy and security concerns, you will not be able to conduct Social Security business on behalf of your mother unless you are her representative payee. Having a power of attorney, being an authorized representative, or having a joint bank account with your mother does not authorize you to access information on her Social Security record. If your mother does not have a representative payee and she is not capable of managing and directing her Social Security benefits, someone should consider applying to be her payee. To learn more about becoming a representative payee, you can read our publication, “A Guide for Representative Payees” or visit our Representative Payee webpage. You can also call us at 1-800-772-1213 (TTY 1-800-325-0778) to request an appointment.
If your mother is capable of managing her benefits, she may call us to request a replacement 1099.
If you are also trying to obtain an SSA-1099 for your deceased father, it is typically mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you do not have access to the mail at that address, the executor will need to go into the local field 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.
john p.
I’ve been locked out of my account log in.
My problem is I have ALS and can no longer talk.
My wife called and you wouldn’t talk to her because she is not me. I’m trying to get a replacement 1099 how can I do this
V.V.
Hi John. We are sorry that you are having trouble with your 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.
Unfortunately, because of privacy and security concerns, your wife will not be able to conduct Social Security business on your behalf unless she is your representative payee. Having a power of attorney, being an authorized representative, or having a joint bank account with your wife does not authorize her to access information on your Social Security record. If you would like your wife to apply to be your representative payee, she can apply at her local Social Security office. She can also call us at 1-800-772-1213 (TTY 1-800-325-0778) to request an appointment.
Jane D.
Yesterday I tried (but twice, not three times) to log in and get a replacement for the tax form I need to send to the IRA for my Social Security. I used the correct password but was locked out. I shall try again today and hope for better luck.
V.V.
Hi Jane. We are sorry that you are having trouble accessing your 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”. You can also request a replacement SSA-1099 while on the phone with them. We hope this information helps.
ELIZABETH H.
Hello SSA –
I am preparing my father’s tax return and cannot find his SSA 1099. He died January 10, 2019, which has been reported to you already.
I do not find a number to call to request a duplicate 1099. Can you please provide?
Thank you!
V.V.
We’re sorry to hear about your loss, Elizabeth. The benefit statement is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you do not have access to the mail at that address, the executor will need to go into the local field 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), Monday through Friday, between 7 a.m. and 7 p.m., and ask a representative for assistance.