Taxes

Get a Replacement Social Security Tax Form Online With Ease

February 1, 2018 • By

Reading Time: 1 Minute

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.

Did you find this Information helpful?

Yes
No
Thanks for your feedback!

Tags: ,

See Comments

About the Author

Jim Borland, Acting Deputy Commissioner for Communications

Jim Borland, Acting Deputy Commissioner for Communications

Comments

  1. Jessica L.

    Hello my name isJessica Lewis, my wife receives ssi disability benefits and we were wondering how she can go about claiming me on her taxes so we can receive the stimulus payments due to me for myself and our daughter…

    • Ann C.

      Hi, Jessica. For any income tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040 or you can visit their website here. We hope this helps.

  2. Betty S.

    I was trying to get a 1099 for 2020. which was 1277.00 You ask me for my last payment received I gave you Jan 2021 instead of Dec 2020 which was 1253,00/ would you please make available a 2020 1099 I could copy. My phone number is 334-596-2498. My name is Betty S, Ferguson. My SS is XXXXXXXXX. This in reference to the 1099-R-OP1 that I copied an hour ago from you.
    Thank you

    • Vonda

      Hi Betty, thanks for using our blog. Please call your local Social Security office. Look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal.

      Just a reminder – We do not have access to personal information in this venue. Please be cautious about posting personal information on social media channels. Thanks.

  3. Emily C.

    Can I request State/City withholding taxes? If so, how?

    • Sue

      Hi, Emily, and thanks for your question. While we offer voluntary tax withholding for federal taxes, this option is not available for city and state taxes. If you’re interested in federal tax withholding, check out our Benefits Planner: Withholding Income Tax From Your Social Security Benefits. We hope this helps.

    • Sue

      Hi, Emily. Thanks for your question. While we offer voluntary tax withholding for federal taxes, this option is not available for city and state taxes. If you’re interested in federal tax withholding, check out our Withholding Income Tax From Your Social Security Benefits webpage. We hope this helps.

  4. Marla H.

    Can I submit a W-4V on line?

  5. Dawn D.

    I lost my Social Security Benefit Statement for the year 2020 for my taxes…I must have accidentally misplaced in the house and haven’t found it 2 days…I need another another social security tax form with my taxes shown, so that I can go to the Tax Place to get it done…

    Thank you.
    Dawn C. Doran

    • Vonda

      Hi Dawn. Check out our Frequently Asked Questions web page on how to obtain a replacement 1099. You also may be able to request a replacement SSA-1099 by using our automated telephone service at 1-800-772-1213. You can conduct the automated services 24 hours a day. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.

  6. Neddi M.

    Neddi Mercedes Sanchez. I need a tax form from 2016.please can same one help me please. 15335 79street Howard beach queen ny 11414.please help me .

  7. Simon O.

    I need to make an amendment for my 2018 SS Returns. How can I find it in order to print it for this 2018 amendment? Thank you.

    • Vonda

      Hi Simon, thanks for using our blog. If you’re asking about a replacement SSA-1099 for 2018, you will need to call us at 1-800-772-1213 for assistance or you can call your local Social Security office. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.

  8. Illona T.

    Will my social security amount change if I move to another state?

    • Sue

      Hi, Illona. Thanks for reading our blog and for your question. If you receive a federal administered benefit such as Social Security retirement, spouse’s, disability, or survivors benefits, your benefit amount will not change if you move to another state. However, if you receive Supplemental Security Income (SSI), your benefit amount might change as some states supplement the federal benefit rate with an additional amount. If you receive Social Security, be sure to change your address using your my Social Security account. If you cannot change your address online, call 1-800-772-1213 or your local office. You’ll find the phone number with the Office Locator. We hope this is helpful.

  9. Irene S.

    I would like to increase the tax I pay monthly on my Social Security check. How do I do that>>>

    • Vonda

      Thank you for your question, Irene. To change withholding, 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. Mail the completed, signed form to your local Social Security office. Use our Social Security Office Locator to obtain their mailing address.

      Check out our Withholding Income Tax From Your Social Security Benefits web page for more information. We hope this is helpful!

  10. barbara h.

    I will be 75 in Dec 2020 and would like to sell a rental property. Will this effect my SS
    thanks

    • Vonda V.

      Hi Barbara, thank you for your question. Sale of property does not affect or reduce Social Security retirement and disability benefits. However, if you’re receiving Supplemental Security Income (SSI), the additional income could affect your SSI benefits and must be reported.

      In addition, to determine if you’ll pay higher Medicare premiums, Social Security uses the most recent federal tax return the IRS provides to us. If you must pay higher premiums, we use a sliding scale to make the adjustments, based on your modified adjusted gross income (MAGI). Your MAGI is your total adjusted gross income and tax-exempt interest income.

    • Neddi M.

      Neddi Mercedes Sanchez. I need a tax form from 2016.please can same one help me please. 15335 79street Howard beach queen ny 11414.please help me .

      • Vonda

        Hi Neddi, thanks for using our blog. For a 2016 SSA-1099, you will need to call your local Social Security office. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.

Comments are closed.