Get Your Social Security Benefit Statement (SSA-1099)
Reading Time: 2 MinutesLast Updated: January 30, 2025
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:
- Income Taxes and Your Social Security Benefit.
- Withholding Income Tax From Your Social Security Benefits.
- IRS Publication 915 (2024), Social Security and Equivalent Railroad Retirement Benefits.
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KC
If your spouse passed away, you may not have received their SSA-1099. Too bad, as there isn’t any help for you.
Ccalling is worthless (2.5 + hour hold or have them “call you back”, which they NEVER do). No alternative (email, chat) for this simple request.
This is government at its absolute worst. SS is fundamentally broken. Time to replace this system like replacing the broken USPS, etc.
Wendi A.
I can’t access my deceased spouse’s tax statement and did not receive it by mail. No one answers the phone! Can you help?
Beverly R.
I cannot log in to my account, it keeps saying that my email is not found. If that is true how did I receive an email from you the end of December?
T.Y.
Hi, Beverly. We are sorry that you are having difficulty accessing your online account. We offer different ways to reset your password. You can call our “Help Desk” at 1-800-772-1213. After you hear “How can I help you today?” please say “Help Desk” for help to access my Social Security account. The help desk is available to callers between 8:00 a.m. and 7:00 p.m. We hope this helps.
C.B.
Hi, Wendi. We’re sorry to hear of 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. You will need to make an appointment with your local Social Security office to show 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. For more information, call our toll-free number at 1-800-772-1213 (TTY 1-800-325-0778) and ask a representative for assistance. Wait times to speak to a representative are typically shorter in the morning, later in the week, and later in the month. Thanks for using our blog.
Gregory L.
Searching for the statist for my ssa claim.
C.B.
Hi, Gregory. Thanks for reading our blog. If you applied for benefits, you can check the status of your application with your personal my Social Security account. Or you can check the status by using our automated phone services 24 hours a day. If you still have questions and need to speak with a representative, you can call us at 1-800-772-1213, Monday through Friday, 8:00 a.m. to 7:00 p.m. Wait times to speak to a representative are typically shorter in the morning, later in the week, and later in the month. We hope this information is helpful.
rico g.
Hello, I asked for a return phone call yesterday, still don’t have it. Last Saturday, 2/22/2025 I received an email from ssa.gov saying that they have a new streamlined statement for viewing and to sign in to my account to view. I am not sure if this is a scam or not. Is there a new statement or not. Please advise by email or a call to 619 299-8855 Thank you.
Christopher T.
How can I access / retrieve my annual SSA statements beyond the past six years?
C.B.
Hi, Christopher. Thanks for using our blog. You can call and speak with a representative at 1-800-772-1213, Monday through Friday, 8:00 a.m. to 7:00 p.m. Wait times to speak to a representative are typically shorter in the morning, later in the week, and later in the month. We hope this helps.
Mike H.
I have a ssa account however I can’t access it. I received a new pw in the mail from ssa and still can’t log in.
My problem is that I need my 1099 from 2024 now to file my taxes. I called SSA and was on hold for more than 2 hours and hung up. How can I request a paper copy of my 1099 for 2024? Is there a form I can mail to SSA to get my 1099 paper copy?
C.B.
Hi, Mike. Thanks for reading our blog. We’re sorry to hear about your unpleasant experience. Please use our automated services which 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″. You do not need to hold for a representative. We hope this helps!
Jenny D.
Please send replacement 1099 for deceased person Charlotte E. Dolak. I’ve sent two email requests with no response and cannot get through on the phone.
C.B.
Hi, Jenny. We’re sorry to hear of 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. You will need to make an appointment with your local Social Security office to show 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. For more information, call our toll-free number at 1-800-772-1213 (TTY 1-800-325-0778) and ask a representative for assistance. Wait times to speak to a representative are typically shorter in the morning, later in the week, and later in the month. Thanks for using our blog.
Marlene
When will you mail out 1099 forms for 2025?
I just went to my local SSA office and they gave me one for 2024. Are they mailed for the
tear before or the current year?
T.Y.
Hi, Marlene. Thanks for reading our blog and for your questions. SSA-1099 forms are mailed by January 31 each year. If for any reason you do not receive your SSA-1099 in the mail by then, starting on February 1 each year, you can request a replacement SSA-1099 or 1042S using your personal my Social Security account. If you still need assistance, please call 1-800-772-1213, Monday through Friday, 8:00 a.m. to 7:00 p.m. For more information, check out our Frequently Asked Questions. We hope this helps.
Judi M.
My husband, deceased mother, and I did not receive our SSA forms for 2024. NONE of us. I was able to access my SS account online and my husband did the same. However, my mother has passed and never had an online account. What do I do?
C.B.
Hi, Judi. We’re sorry to hear of 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. You will need to make an appointment with your local Social Security office to show 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. For more information, call our toll-free number at 1-800-772-1213 (TTY 1-800-325-0778) and ask a representative for assistance. Wait times to speak to a representative are typically shorter in the morning, later in the week, and later in the month. Thanks for using our blog.
JE
I need to request a copy of my 2023 1099. The directions states I can request a replacement online. Once logged in, select the “Replacement Documents” tab. There is no replacent documents tab. I called their number and have been on hold for over 3 hours so far. I’m still waiting. I need this document ASAP and your site doesn’t seem to be working. Is there anyone answering these calls?