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. Ann

    I’m so frustrated, I’ve been on the website, I’ve called the local and global phone numbers and after answering all the prompts I’ve been disconnected,4 times. I am the executrix for my deceased aunt who died in 2020. I need a 1099 for 2020 so I can file her taxes. How do I get them? DO NOT tell me to call the local SS office

    • Sue

      We are sorry for your frustration, Ann. 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. If you don’t have access to the mail at that address, you (as the executor) will need to call the local field office again. The replacement 1099 was not available until Feb. 1. You will find your office phone number with the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call volume and wait times are greater than normal, so we ask for your patience.

  2. Jean A.

    On my 1099 for 2020 the amount shown for benefits received and deposited are several thousand less than what I actually got. How do I get a corrected form? Thank you.

    • Vonda

      Hi Jean, thanks for using our blog. 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.

  3. Linda S.

    I have not received my mother’s SSA-1099 for 2020. She passed away in January of 2020 but I still need to file her taxes. She did not have a My Social Security Account and I can’t make one for her. How do I go about getting a copy of her SSA-1099 for 2020? Thank you!

    • Vonda

      We are very sorry for your loss, Betty. 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 after February 1, 2021. 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.

  4. Frances P.

    My 1099 has reported that I have received $6000 more than I actually received this year.
    How do I get this corrected…Was I suppose to receive this amount?

  5. Frances P.

    My 1099 has reported that I have received $6000 more than I actually received this year.
    How do I get this corrected…Was I suppose to receive this amount?

    • Vonda

      Hi Frances, thanks for using our blog to ask your question. 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. We hope this information helps.

  6. Michelle W.

    We just received my mothers SSA 1099 for 2020. It is way off. She passed in April. She only received 2 months of SS AS THEY TOOK BACK HER March payment and as of to date we still have not received her March payment even after submitting everything SS HAS REQUESTED. THIS IS RIDICULOUS for a government entity to have such gross negligence in resolving this issue and NOW to send us a completely incorrect 1099 by saying she received a few thousand more then she did. I mean when her estate files her taxes it will most certainly benefit the estate but wrong is wrong. How do we request an update correct version. This is extremely concerning something like this would be so incorrect.

    • Vonda

      Hi Michelle, thanks for using our blog. 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.

  7. Judy K.

    We received the 2020 SSA-1099-sm for my mother in law who has passed away. The SSA-1099-sm is wrong (too big) by one month because it doesn’t reflect the December 9, 2020 reversal of a December 1, 2020 bank deposit.

    Her 2020 SSA-1099-sm should reflect only eleven months of social security benefits received but it incorrectly shows twelve months of benefits. In order to correctly file the decedents final 1040 individual income tax return, we’d like to request a corrected 1099. How do we do so? Who should we contact?

    • Vonda

      Hi Judy. Please 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. Marianne M.

    When will I receive my SSA 1099 statement for 2020? Had to cancel my appt with H & R Block. Need refund to pay school tax and water and sewer bills.

    • Vonda

      Hi Marianne, thanks for using our blog. Social Security mails the SSA-1099 each year in January to people who receive Social Security benefits. 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 IRS on your tax return.

      Check out our Frequently Asked Questions web page for options on receiving an instant replacement SSA-1099 beginning February 1st, 2021. We hope this helps!

  9. Linda L.

    My Social Security benefits all go to pay part of my medicare coverage. Will I get a tax form1099R for my Social Security benefits?
    Are payments out of pocket for medicare coverage tax deductable?

  10. sherry w.

    i just received my ssa-1099 for 2020 in the mail. i receive ssi disablity and the amount in box 5 wrong by over 22k. i dont have taxes taken out it is reporting i paid and i dont have medicare and northing is taken out of my check but again they are reposrting i do.

    help……i get nowhere on the phone and i want to file my taxes

    who do i call or contact to get it corrected

    • Vonda

      Hi Sherry, thank you for using our blog. 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.

      • Ladonna S.

        stacyladonna1981@gmail.com help me get my SSI 1099 forum. I can not get into my account on me .my phone was hacked my phone and I don’t have the password for it and it says it will take 7-10 days to get a new password.

        • Vonda

          Hi Ladonna. You 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.

      • Doris M.

        Hi Vonda, I have called my local office and all they did was ready back my 1099 numbers to me. I tried calling the mail number and was told that some 1099’s were incorrect, but not told when i could expect to receive a corrected 1099 for SS. It’s 1/3 of what I collected last year.

        • Vonda

          Hi Doris, thanks for reading our blog. If you participated in voluntary tax withholding in 2020, you will automatically receive a corrected SSA-1099 in the mail. You do not need to take any action to receive it. We appreciate your patience.

      • Michael

        hello i need get my w2 ssa 1099 print websit for 2020? i need help it im deaf

        • Vonda

          Hi, Michael. Thanks for using our blog to ask your question. We mailed SSA-1099s in January. Please check out our Frequently Asked Questions webpage on how to obtain a copy of your 1099 through your online my Social Security account. You also may be able to request a replacement tax form by using our automated telephone service at 1-800-772-1213 that’s available 24/7. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.

    • Crystal M.

      Can someone help me to get SSA 1099 PLEASE…

      • Crystal M.

        I habe appt with H&B on February 3 at 10am please help me out.

      • Sandra T.

        sandratowens43@gmail

        • Sandra T.

          I need a form 1099 2020 benefits statement

          • Vonda

            Hi Sandra. 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.

      • Vonda

        Hi Crystal. 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.

      • Joseph D.

        I need my SS 1099 year end form

        • Sue

          Hi, Joseph. Thanks for using our blog and for your question. Check out our Frequently Asked Question on how to obtain a copy of your SSA-1099. You also may be able to request the replacement tax form using our automated telephone service at 1-800-772-1213, available 24 hours a day. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.

Comments are closed.