Online Services, Taxes

Get Your Social Security Benefit Statement (SSA-1099)

January 30, 2025 • By

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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.

To learn more about this topic, visit:

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  1. Mike D.

    Hello

    Box 3 includes amounts paid in 2024 for 2023 & 2022. My profile does not list any 1099’s for 2022 or 2023. I also have an amount in Box 4, but it does not explain what year the repayments cover. I either need new 1099s or I need to know what year the repayments cover or I need to know the box 5 amounts for the years 2022, 2023 & 2024 separately.

    Reply
  2. Mel T.

    I have not received my 97.5 yr old mother’s 1099 for 2024. I cannot establish an online account for her since it is impersonating my mother. I was on hold twice for over 3 hours.

    Reply
  3. James H.

    I asked a question on February 19. There are replies to questions BEFORE February 19 and replies to questions AFTER February 19, with a lot of questions (including mine) languishing in the middle.
    Again: If I have chosen on my profile preferences “Do not send a paper copy” does that include the 2024 SSA-1099; meaning that I should NOT receive an 2024 SSA- 1099 in the USPS mail?
    Someone named Russ asked almost the exact same question on February 22 and was not answered either.
    Please reply.

    Reply
  4. Tim A.

    I am trying to get a 1099 for 2024 for my mother, who passed away. She designated me as her representative to SS, and I am also the executor and successor trustee. There is no information online about how I can get a 1099 for her account, which probably was sent but thrown away by the USPS. Thanks to the comment of someone else I can see above, it looks like I don’t need to wait the usual hour or three on the phone line to ask–I probably have to go to a local office. It would be helpful if there was information on line about this.

    Reply
  5. Arlene B.

    I have been calling SS all of 2024 up to today. Holding on the phones ne 6-7 hours then no one be comes on the phone. I need my 1099 for 2023 and 2024 to be able to do my taxes. What is the problem why am I calling over a year ? I need to show what I received 2023 and 2024. And how much I paid for plan B as well as the deductible for plan B for 2023 and 2024.

    Reply
  6. JOEL K.

    My aunt passed away in March 2024 and as her executor, I am trying to file her tax return. No SSA-1099 ever arrived, so I am trying get a replacement. After 1 hr. 45 min on hold, I was told they cannot do this for me and that I have to go to a local SSA office to make the request. It is apparently by appointment only.

    Reply
    • Love

      @chelsiepowell . Thanks 1,000

      Reply
  7. GT

    I never received 1099 for 2024; your website offers downloads only for years prior to 2024; and your phone process is experiencing “technical difficulties.” How do I get copy 1099 for 2024?

    Reply
    • Arlene B.

      I never received my SS 1099 for 2023 and 2024. I am left waiting on the phone 6-7 and no one answers. I have been calling all of 2024 and continue up to today.

      Reply

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