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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Joe M.
Same problem as so many on here: no 1099 for my deceased father despite receiving mail at the last address.
I am the executor, but am not in the country currently to go in for a replacement. My sister is there. Looking at other responses here, I see it can be given to someone “receiving benefits on the beneficiary’s record, such as a spouse, parent, or child of the deceased.” I don’t know what that means. Will my sister be able to get the 1099? What proof would she need to show?
S.S.
We are sorry to hear about your loss, Joe. 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, 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. We hope this helps.
Joe M.
It didn’t help because this is a boiler plate response, and it didn’t address the question I asked.
Ava
Good morning:
How are the retro WEP being sent out, alphabetically or just random?
Jill
My mother passed in 2024. No 1099 has been received. I have her death certificate but there is no estate nor executor. How do I proceed?
C.B.
Hi, Jill. 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.
Theron S.
I received retro wepo for 2024 on 3/12/2025 and there is no 1099 in my account online nor did i receive one in the mail. what should i do
S.S.
Hi, Theron. Thanks for using our blog. You can also request a SSA-1099 using our automated services. Our automated telephone 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″. We hope this helps!
Maria
Need to know if I will be receiving
A retroactve check.
Thomas E.
Thomas Egan will I receive a payment retroactively I was a teacher in Lynn, Massachusetts and could not get into Social Security but I do have a retirement Social Security pension on my second job
Claudia G.
Will I receive a windfall retroactive check in March of 2025?
C.B.
Hi, Claudia. Thanks for reading our blog and for your question. Only people who receive a pension based on work not covered by Social Security may see benefit increases. Most state and local public employees – about 72% – work in Social Security-covered employment where they pay Social Security taxes. Therefore, their benefits have not been reduced by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). These individuals will not receive a benefit increase due to the new law. If you had a non-covered pension from work, you may receive back benefits and an increase on your own Social Security benefit. For more information, visit our Social Security Fairness Act webpage. We hope this helps.
Brenda E.
How can I get a copy of my deceased husbands 1099 for 2024. When I call for help I get a message all lines are busy and it hangs up on me.
S.S.
We are sorry to hear about your loss, Brenda. 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, 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. We hope this helps.
Tim R.
i need to get a 1099 for my deceased spouse so i can file last year taxes.
S.S.
We are sorry to hear about your loss, Tim. 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, 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. We hope this helps.
Martha S.
I’ve tried to call 5 times now to get my deceased husband’s 1099. I received mine, but haven’t received his as of 3/17/25. Today the automated phone system says wait time is in excess of 120 minutes and to call later. I can’t file our taxes without his 1099. These staff cuts are absurd for you all and for us!
C.B.
Hi, Martha. 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.
Patsy S.
I was told that I qualified for the fairnness Act, WEP-GPO because I am a survivor of a railroad and police pe sion worker, I have not received the retro pay or letter yet, I am 80 and hope I do before I die
Adam B.
I am trying to get an SSA-1099 for my deceased mother. She died in May 2024 and the house was sold with no forwarding address.
C.B.
Hi, Adam. 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.
Susan E.
Needing assistance to obtain Randy K Smith 1099 for 2024 tax year. His daughter, Shannon Smith, is the Executrix of his estate. She has not yet obtained Randy’s 1099 as of this date. I am Randy’s wife & am uncertain if I am able to get his 1099 to prepare his 2024 taxes. Pls advise.
S.S.
Hi, Susan. The SSA-1099 is mailed to the last address in our records and is intended for the spouse or executor of the estate. An SSA-1099 can also be given to someone receiving benefits on the beneficiary’s record such as a spouse, parent, or child. 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.