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

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Comments

  1. Chester R.

    I was trying to recall my password and used up 3 attempts and was blocked from online transactions. Please allow my access so that I can reset my password.

    • A.C.

      Hi, Chester. We are sorry to hear you have had difficulty accessing your personal my Social Security account. If you are still unable to access your 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.

  2. otis h.

    1040forms for years 2016-2017-2018

    • A.C.

      Hi, Otis. If you are referring to tax returns, you will need to contact the Internal Revenue Service. If you need copies of your SSA-1099, the tax form Social Security mails each year in January to people who receive Social Security benefits, for years prior to the last year, you can call us at 1-800-772-1213 (TTY 1-800-325-0778) between 7 a.m. to 7 p.m. to speak to one of our representatives for assistance. Or you can contact your local Social Security office. Generally, you will have a shorter wait time if you call later in the day. We hope this helps.

  3. Jo A.

    Can I get a form ssa for my spouse as well as myself using my account?

    • V.V.

      Hi Jo Ann, thanks for your question. You can only create a my Social Security account using your own personal information and it’s for your own exclusive use. If your spouse needs a form, your spouse can also create their own my Social Security account.

      If you are unable to create a my Social Security account or need assistance with your account, 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.

  4. Jeremias B.

    hOW DO I GET FEDERAL TAX WITHHELD FROM MY SOCIAL SECURITY BENEFIT?

    • V.V.

      Hi Jeremias, thanks for your question. To have federal taxes withheld from your Social Security benefits, you need to complete form W-4V. 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. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits for more information.

  5. Constance D.

    I need a copy of my 2013 tax return for the IRS

    • V.V.

      Hi Constance, thank you for using our blog. If you’re referring to a W-2, go to our Frequently Asked Questions web page for information on how to obtain a copy of your W-2. If you’re referring to an actual tax return, you would need to contact the Internal Revenue Service (IRS) at http://www.irs.gov or by calling their toll-free number at 1-800-829-1040.

  6. cindy s.

    I want taxes taken out of my ssi payments.
    How do I do that?

    • V.V.

      Hi Cindy, thank you for your question. If you’re receiving Social Security benefits, you can sign up to have federal taxes withheld each month by completing Form W-4V. 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. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits for more information.

  7. Cathy

    I have a power of attorney for my mother, who has mild dementia. I cannot find a 2018 social security benefits tax document for her. What should I do?

  8. Gail K.

    PLEASE, PLEASE, PLEASE All I want is a replacement document so that I can file my tax returns. I have a “my social security” account. I cannot find the instructions or place to obtain an online copy of ssa form. HELP!

  9. Thelma H.

    Need a replacement 1099

  10. Gordon A.

    I am requesting my year end summary of 2018 payments. for Gordon A. Smith *** – ** – ***
    address: 900 Discovery Blvd. apt. 5108
    Cedar Park, Texas 78613

Comments are closed.