Taxes

Get Your Social Security Benefit Statement (SSA-1099)

March 14, 2019 • By

Reading Time: 2 Minutes

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

Darlynda Bogle, Assistant Deputy Commissioner

Comments

  1. Deborah

    lost my password how can i get into account need SSA-1099 statement for tomorrow

    • Ann C.

      Hi, Deborah. We are sorry to hear you have had difficulty accessing your personal my Social Security account. If you are still unable to access an 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. Your local office can also assist with a replacement SSA-1099. We hope this helps.

  2. Vicki M.

    I did not get the code that was sent it is not in my email

  3. Joyce L.

    We signed up for the my account but the username and the passwords are no longer being accepted. We regularly receive the emails from social security but that doesn’t help us.

    We got the 1099 and misplaced it. Now we can’t get the account on line. AND they are telling us it will take 45 minutes of our limited telephone minutes in order to get an answer. Way to go GOVERMENT–

  4. Joe O.

    I need to obtain 1099 for my deceased parent. Is there anyway to do this without visiting the local SSA office?

    • Ann C.

      Hi, Joe. We are sorry to hear about 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. If you did not receive the benefit statement, the executor will need to go into the local Social Security office with 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. If you need 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.

  5. Florence M.

    I did not receive my form ssa-1099 Benefit statement for 2019. Please send immediately.

    • Ann C.

      Hi, Florence. 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 2019 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.

  6. Matthew

    Can I access my wife’s Social Security information from my online account or does she have to setup her own online account?

    • Ann C.

      Hi, Matthew. Thanks for your question. Unfortunately, you can only create a my Social Security account using your own personal information and for your own exclusive use. You cannot create or use an account on behalf of another person, even if you have that person’s written permission. Your wife will have to set up her own personal my Social Security account. We hope this helps.

  7. Timothy J.

    I need my SSA-1099 or 1042S I believe it was mailed to my old address and I am having a terrible time getting into my account.

    • Ann C.

      Hi, Timothy. 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 2019 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.

  8. Jake E.

    can I please have a
    copy of my 1099 thank you
    jake edmonds

    • Ann C.

      Hi, Jake. Good news! You can request a replacement SSA-1099/1042S for Tax Year 2019 by visiting your personal my Social Security account. We hope this helps.

  9. Marilee B.

    I am trying to prepare my mother’s MO-PTC tax form. She passed away in Feb 2019 and I have not received her SSA-1099 form, which I need to complete her tax forms. I have filled out form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer….is that correct? I am her daughter. How do I get a copy of her 1099 form?

    • Ann C.

      Hi, Marilee. We are sorry to hear about 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. If you did not receive the benefit statement, the executor will need to go into the local Social Security office with 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. If you need 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.

  10. Peter K.

    I like to check my next SS Payment Date.
    How can I get an Email for it.

    • Ann C.

      Hi, Peter. For your security, we do not have access to private information in this venue. We ask that members in our Blog community work with our offices with specific questions. You can call us at 1-800-772-1213, Monday through Friday, between 7:00 a.m. and 7:00 p.m., for assistance. Generally, you will have a shorter wait if you call later in the day. You can also contact your local Social Security office. We hope this helps.

Comments are closed.