Online Services, Taxes

Get Your Social Security Benefit Statement (SSA-1099)

January 30, 2025 • By

Reading Time: 2 Minutes

Last Updated: January 30, 2025

An older couple reviewing a social security benefit statement

Tax season is here, and we’ve made replacing your annual Benefit Statement easier. There’s no need to wait on the phone or make an appointment to visit a Social Security office.

The Social Security Benefit Statement is also known as the SSA-1099 or the SSA-1042S. It is a tax form we mail to you every January if you receive Social Security benefits. It shows the total amount of benefits you received in the previous year, so you know how much Social Security income to report to the IRS on your tax return.

Supplemental Security Income (SSI) payments aren’t taxed. If SSI is the only payment you receive from us, we won’t send you a Benefit Statement.

If you misplace your SSA-1099/SSA-1042S or you didn’t receive the form in January, you can get a replacement online by signing in to your personal my Social Security account.

Select the “Replace Your Tax Form SSA-1099/SSA-1042S” link. Go to the “Choose a year” dropdown menu. Choose from any of the past 6 years for which benefits were paid and select the “Download” link.

A replacement for the most recent tax year will be available beginning February 1.

You can instantly view and print your SSA-1099/SSA-1042S. If you don’t have access to a printer, you can save each document on your computer or laptop or email it.

You can easily create a personal my Social Security account if you don’t have one.

If you’re a noncitizen and you received or repaid Social Security benefits last year, we will mail you form SSA-1042S. If you live outside the U.S. and need a replacement form, you can create your personal my Social Security account with an ID.me credential. If you cannot create an account and you live abroad, please contact your Federal Benefits Unit to request your SSA-1042S.

If you do not have access to the internet or cannot create an account, you have the option to use our automated phone services to request a replacement SSA-1099/SSA-1042S (if you live in the U.S.) The form is available after January 31. Our automated services are available 24 hours a day, 7 days a week, by calling 1-800-772-1213. When you hear “How can I help you today?” say “1099″.

If a beneficiary died before the end of last year or before they received their SSA-1099, we will mail the form to the last address on their record. The form is used to file any final tax return, if necessary.

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  1. Veronica

    Hello, I did try but was unable to log in to my Social Security account as I didn’t have my password. I then received a message that they will mail me a code to access my account in 5 to 10 business days. I just need a copy of my tax form. I tried the phone line but it could not help me either. Is there any hope for me?

    Reply
  2. Liz H.

    I am preparing my mother’s taxes and did not receive her SSA 1099 form. She has dementia and cannot create an account or call. How can I get a replacement? Can i create a my social security account on her behalf?

    Reply
  3. Mike D.

    How do I get a copy of my mother’s SSA-1099 for 2024. She passed away in September 2024, I can not file her taxes without it. It has always been sent to the same address please resend.
    I have waited over 3 hrs on the phone for two days and no live person answers the phone. Can I email the request, I can’t go online because it will not recognize her info because she has passed. Is the 800 772-1213 really a 24 hr number?

    Reply
    • S.S.

      We are sorry to hear about your loss, Mike. 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, you will need to make an appointment with your local Social Security office to show 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. For 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.

      Reply
  4. John S.

    My father passed away in 2024. He received SS and the funeral home let Social Security know about his death. I have to file his 2024 tax return so how can I get a copy of his SSA-1099? I have a copy of his death certificate and will. His estate was not probated.

    Reply
    • C.B.

      Hi, John. We’re sorry to hear of 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. You will need to make an appointment with your local Social Security office to show 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. For more information, call our toll-free number at 1-800-772-1213 (TTY 1-800-325-0778) and ask a representative for assistance. Wait times to speak to a representative are typically shorter in the morning, later in the week, and later in the month. Thanks for using our blog.

      Reply
  5. William G.

    I need my 1099 for 2024.

    Reply
    • S.S.

      Hi, William. Thanks for using our blog. You can get a replacement SSA-1099 online by signing in to your personal my Social Security account or by using our automated telephone services.  Our automated services are available 24 hours a day, 7 days a week, by calling 1-800-772-1213. When you hear “How can I help you today?” say “1099″. We hope this helps. 

      Reply
      • Robert W.

        I cannot get into my account to get my SSA 1099. I did not receive it in the mail. I keep getting an error message that there is a problem with my account I have been on the phone for four hours trying to get a live person to respond.

        Reply
        • C.B.

          Thank you for reading our blog, Robert. We are sorry you are having difficulty accessing your account. You can call our “Help Desk” at 1-800-772-1213. After you hear “How can I help you today?” please say “Help Desk” for help to access my Social Security account. The help desk is available to callers between 8:00 a.m. and 7:00 p.m. If you are receiving Social Security benefits, please call our automated services are available 24 hours a day, 7 days a week, by calling 1-800-772-1213. When you hear “How can I help you today?” say “1099″. We hope this helps! 

          Reply
      • LINDA Z.

        The automated phone service is not available 24/7 for deceased individuals. You system will not allow you to access this document thru “MY SSA. I am holding on the phone today 2 hours and still holding!!!

        Reply

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