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. Paul E.

    I need a letter of Social Security Income. Thank you.

    • Luis A.

      Hi Paul. If you need a benefit verification letter, you can view, print, and save your benefit verification letter using your personal my Social Security account. We hope this helps.

  2. Tammy J.

    Good afternoon,
    I need to file my taxes for 2018. The form that I have is SSA-1099 Social security benefit statement. I need advise on how to file my taxes online. Also I am on disability. My email address tjcox229@outlook.com and my home address is 17051 Pryor lane, Montpelier, VA 23192. Also I received statements in 2015 stating that both of my children’s benefits were being stopped, because the SSA said I did not have the correct home address on the form that they sent to me at my home address. My daughter hadn’t graduated from high school when I received the statement and my son was in Middle school. A few months after I started receiving benefits for my children. This year before my son graduated from high school I received a letter in February when he was 17 years old. Each month when funds from the SSA are deposited into my bank account, I receive a notice that his benefits are pending. Please advise me about receiving his benefits again so I can set up a bank account for him and his benefits can be deposited back into his account? Thank you for attention to this subject.

    Tammy J. Cox

    • Luis A.

      Hi Tammy. 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 at http://www.irs.gov/. We hope this helps. Please contact your local Social Security office regarding your children benefits. We hope this helps.

  3. Bobby A.

    I have a question I need a Social Security award letter so I can re finance my house. How do I go about getting that information?

    • Luis A.

      Hi Bobby. Good news! If you need a benefit verification letter, you can view, print, and save your benefit verification letter using your personal my Social Security account online. You can also go to your local Social Security office to get a copy of the benefits verification letter. We hope this helps.

  4. Debra W.

    Trying to access my social security.com not certain what user name I used. I put in email and social security number and they don’t recognize me

  5. Sheree E.

    Need SSA 1099 for 2019. Cannot sign in. *** – ** – ***

    • Luis A.

      Hi Sheree. We are sorry to hear that you are having difficulty accessing your personal my Social Security account. If you are still unable to access your account or encounter another 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. We hope this helps.

  6. Thomas P.

    You were supposed to call me back and never did. I cannot get the on line system to work so I can set up an online account.

    • Luis A.

      Hi Thomas. We are sorry to hear that you are having difficulty accessing your personal my Social Security account. If you are still unable to access your account or encounter another 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. We hope this helps.

  7. Barbara

    YOur system locked me out after one try and I used my correct user name and password. I would like my SS statements mailed to me and to be able to log in electronically. Your system is exceedingly difficult to use.

    • Luis A.

      Hi Barbara. We are sorry to hear that you are having difficulty accessing your personal my Social Security account. If you are still unable to access your account or encounter another 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. We hope this helps.

  8. Andras S.

    I need a replacement of 1099R for tax year 2018, residing in Hungary

    • Jenna Y.

      Hi, Andras. If you need a benefit verification letter, you can view, print, and save your benefit verification letter by setting up a personal my Social Security account online. Thanks!

  9. Francis U.

    I’ll be turning 66 next year. Does the government take taxes from your benefits? And if they do not, do I have to pay taxes on my SS income?
    Kindly answer me via email.

    • Luis A.

      Hi Francis. Some people have to pay federal income taxes on their Social Security benefits. This usually happens only if they have other substantial income (such as wages, self-employment, interest, dividends and other taxable income) that must be reported on your tax return, in addition to their Social Security benefits. For further income tax questions, you will need to contact the Internal Revenue Service (IRS). Their toll-free number is 1-800-829-1040. We hope this helps.

  10. America E.

    My deceased husband was a Naturalized American Citizen. He passed away Janurary 10th, 2018. Our daughter is eligible for his Social Security benefits as she is a minor. She is also eligible for American Citizenship but I need a Social Security Benefits Verification letter to present to the United States Embassy in Buenos Aires.

    My husband was Luis Jose Rodriguez and his Social Secuirty Number was *** – ** – ***.

    How can I receive this letter?

    • Ann C.

      Hi, America. We are sorry to hear about your loss. Since you are living outside of the U.S. you can contact your local Federal Benefits Unit for any assistance related to Social Security benefits. Also, our Office of International Operations home page provides more information to assist our customers living abroad. We hope this helps.

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