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. Mary F.

    I need a copy of my SSA-4926-SM for 2019. I received one at the beginning of the year, but unable to find it. I need it to apply for additional benefits.

    • V.V.

      Hi Mary. Most beneficiaries can check out their COLA notice in the Message Center of their my Social Security account.

      You can also get a benefit verification letter online instantly by using your my Social Security account. This letter is sometimes called a budget letter, a benefits letter, a proof of income letter or a proof of award letter. To set up your account, visit the my Social Security web page and select, “Sign In or Create an Account.” You will need to provide some personal information to verify your identity, choose a username and password and follow the rest of the steps to finish creating your account. Once you create your account, scroll down to the Benefits and Payments section and choose “get benefit verification letter” where you can instantly view, print, or save your official letter.

      If you are unable to create an account or encounter a problem, 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. At the voice prompt, say “helpdesk” or you can contact your local Social Security office.

  2. Denis R.

    I would like to increase the voluntary income tax withholding on my Social Security income.

    • A.C.

      Hi, Denis. In order to have taxes withheld from or make a withholding change to 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.

  3. Carolyn L.

    We are trying to get a copy of my Mother’s SS W-2
    She passed away Dec. 2018 and we can not find a w-2 for her. I am the executor and we have sent her info in to SS with a letter of testamentary. I can’t log in on line since I am not my mother. Any suggestions ? thank you

  4. Juanita P.

    I would like to get the address of, where to send a W-4V form, once it is filled out?

    I have the form, but there is no address listed as to where I should send it to. Pleased Help!

    Also, how do I estimate taxes for 2019?

  5. Sk I.

    How long will it take to get a ss card replacement if I submit the online application?

    • V.V.

      Hi there. Generally, you get your card within 10 business days from the date the application is processed. When you apply for a replacement card online, Social Security provides email notifications regarding the latest status of your application.

  6. Marie L.

    Sorry Marie Lanteigne again, I should have said I am Canadian with a Canadian mailing address, I did not receive my SSA-1042S I had a change of address after the mailing because I never received the original. How can I get a replacement, I cannot file my income tax and have tried calling through many times with a busy signal is there also a new phone number

  7. Marie L.

    My name is Marie Lanteigne, I did not receive my SSA-1042S there was an address change but it must have happened after the mailing. How do I get a replacement

    • V.V.

      Hi Marie, thank you for your question. If you need a replacement copy of your SSA-1042S, you can instantly download a printable copy of the tax form by logging in to or creating a free my Social Security account.

      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.

      If you are living outside the United States, please contact the nearest Federal Benefit Unit or U.S. embassy in the area.

  8. rose M.

    I need a copy of my 1099 for 2018. unable to get through online…locked out of account..

    • V.V.

      Hi Rose, thank you for your question. Sorry to hear you are having difficulties with your my Social Security account.

      For assistance with your account and to request a replacement SSA-1099, 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. At the voice prompt, say “helpdesk”; or
      •Contact your local Social Security office.

  9. Margaret J.

    I need to have taxes taken from my social security check

    • A.C.

      Hi, Margaret. 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. Thanks!

  10. Roderick D.

    I need a replacement w2 for 2018. My phone number is 251-597-8080. The last 4 numbers of my social are 1246. Please help me with this.

    • A.C.

      Hi, Roderick. 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 2018 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.

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