Taxes

Get Your Social Security Benefit Statement (SSA-1099)

March 14, 2019 • By

Last Updated: March 14, 2019

Now that it’s tax season, you might be gathering all of your forms and documentation from the previous year. Sometimes getting all that material together — receipts for donations, business expenses, and travel — can be overwhelming. And losing one vital piece can take up time that you might not be able to spare.

The Social Security 1099 (SSA-1099) or Benefit Statement is a tax form Social Security mails each year in January. It shows the total amount of benefits you received from Social Security in the previous year, so you know how much Social Security income to report to the IRS on your tax return. Luckily, Social Security has you covered. If you live in the United States and you need a copy of your SSA-1099 or 1042S tax form, simply go online and get an instant, printable copy of your form with a my Social Security account.

A Social Security1042S (SSA-1042S) is for a noncitizen who lives outside the United States and received or repaid Social Security benefits last year.

If you have a question, want help finding the information you need, or just can’t figure out how to do something online, another way to get in touch with us is by calling our toll-free number at 1-800-772-1213. We provide an automated service option to handle some business, but you can also speak to a Social Security representative between 7 a.m. and 7 p.m. local time, Monday through Friday. If you are deaf or hard of hearing, call our toll-free TTY number, 1-800-325-0778, between 7 a.m. and 7 p.m. local time, Monday through Friday.

Tax season can be a stressful time for some, but we’ve tried to make it easier for you. Remember to share this information with friends and family. If you need a copy of your SSA-1099 or 1042S, go online and get a replacement form with a my Social Security account.

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About the Author

Darlynda Bogle, Assistant Deputy Commissioner

Comments

  1. Maria D.

    Please help I need a replacement ssa 1099 for yr 2020. I have requested a replacement 3 times , but nothing. The social security employee told me that since all of my money benefits is use to pay for medicare I will not receive a 1099 for tax yr 2020. Is this true? I need the form in order to do my taxes and not pay penalties. Please advice.
    Thanks
    Maria D. Rivas

  2. Don H.

    I am the executor of my wife’s parents estates. They both passed away in 2020. I have not recieved 1099’s for either of their accounts. I tried their last address (assisted living facility) and it’s not there. Can’t legally get it online. Local SS office forwards my call to national SS office. National office puts me on hold for 10 minutes then drops the call. What do I do to get to get these documents.

    • Vonda

      Hi Don, thanks for using our blog. We are very sorry for your loss. The SSA-1099 is mailed in January 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 call the local field 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.

  3. Jeff

    I am trustee for my uncle’s estate. His 1099 was not forwarded with other mail. I spoke to my local office and sent them trust document over 2 weeks ago. Tried contacting them again today and no one seems able to assist.
    Can I get this online? He did not have an online account. Thanks

  4. Margaret B.

    I need a 1099 form to do my taxes.

    • Vonda

      Hi Margaret, thanks for using our blog. 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.

  5. Gail K.

    Still waiting for my 1099 form filled out all necessary information,told I would receive by today 2/23/2021 did not come.

  6. JEAN C.

    THANKS !
    I need your help for this year, My room mate had
    just past away, He was my helper, So sad!

  7. Calvin P.

    how do I obtain a SSA-1099 for my deceased uncle. I am the administrator for his estate and have not received this form.

    • Vonda

      Hi Calvin. Thanks for using our blog to ask your question. The SSA-1099 is mailed in January 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 call the local field 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. Thomas E.

    Am trying to get wife’s1099 info for taxes she passed away in Dec 2020 have not been sucessfull.

    • Sue

      We are very sorry for your loss, Thomas. The SSA-1099 was mailed in January to the last address in our records and is intended for the spouse or executor of the deceased’s estate. If you did not receive the tax form of if you do not have access to the mail at that address, the executor should call the local field office. Please look for the general inquiry telephone number using the Social Security Office Locator. The number may appear under Show Additional Office Information. Our call volume and wait times are greater than normal, so please be patient. We hope this information helps.

      • BR

        My mother died in April I notified Social Security when she passed. I called the SS office in December and they said they would mail the 1099 to her last address. In January I called and they told me when she died, they won’t mail out the 1099 as she has passed, in February they told me they mailed it but if it has a forwarding address to my house on the west coast they won’t forward the 1099, then I called back and was on hold for an hour and the agent disconnected me and never called back, then I called again this week and they told me I have to show proof I am her son and the person told me to send a letter to the local office with a copy of an obituary in the paper showing I am her son.

        I want to get her final 1099 so I can file her final tax statement and pay any taxes due and keep getting the runaround. What proof is an obituary? SS is not clear what they need and every time I call I get a different answer.

        • Vonda

          We are very sorry for your loss and for your experience working with Social Security. Please continue to work with 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. We hope this information helps.

  9. Theresa c.

    My mother passed away in March. I received a 1099 for the money social security owed her in my name as the executor of her estate. That money was not mine alone as it is part of the estate. Do I have to claim it with my taxes or does it go on her final tax return?

    • Vonda

      Hi Theresa, thanks for using our blog. For income tax related questions, we suggest individuals contact the IRS directly. Their toll-free number is 1-800-829-1040. We hope this helps!

      • Theresa c.

        Vonda why was the 1099 issued to me instead of the estate

        • Vonda

          Hi Theresa, 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.

Comments are closed.