Get Your Social Security Benefit Statement (SSA-1099)
Reading Time: 2 MinutesLast Updated: November 3, 2023
Tax season is approaching, and Social Security has made replacing your annual Benefit Statement even easier. The Benefit Statement is also known as the SSA-1099 or the SSA-1042S. Now you can get a copy of your 1099 anytime and anywhere you want using our online services.
A Social Security 1099 is a tax form Social Security mails 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 the IRS on your tax return.
If you live in the United States and you need a replacement form SSA-1099 or SSA-1042S, simply go online and request an instant, printable replacement form through your personal my Social Security account.
A replacement SSA-1099 or SSA-1042S is available for the previous tax year after February 1.
If you already have a my Social Security account, you can log in to your online account to view and print your SSA-1099 or SSA-1042S. If you don’t have access to a printer, you can save the document on your computer or laptop or even email it. If you don’t have a my Social Security account, creating one is very easy to do and usually takes less than 10 minutes.
If you receive benefits or have Medicare, your my Social Security account is also the best way to:
- Get your benefit verification letter;
- Check your benefit and payment information;
- Change your address and phone number;
- Change your direct deposit information;
- Request a replacement Medicare card; or
- Report your wages if you work and receive Social Security disability insurance or Supplemental Security Income (SSI) benefits.
If you’re a noncitizen who lives outside of the United States and you received or repaid Social Security benefits last year, we will send you form SSA-1042S in the mail. The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI).
With a personal my Social Security account, you can do much of your business with us online, on your time, like get a copy of your SSA-1099 form. Visit our website to find out more.
Did you find this Information helpful?
About the Author
Jim Borland, Acting Deputy Commissioner for Communications
Jim Borland, Acting Deputy Commissioner for Communications
Comments
Comments are closed.
John M.
Can I change my tax withholding for SS online? Where and how do I proceed?
Elizabeth H.
Trying to get a SS 1099 year end statement for 2018, for my dad who died on Jan 25, 2019. I believe his 1099 for 2018 did not go out — or at least we never received it.
Very difficult to get a human on the line — finally did. Got an appointment to process my father’s application to adjust my mom’s SS ti reflect Dad’s higher SS payment.
Did not know that I did not receive a 1099 at that point. I have again tried to call to get an appointment to get a duplicate 1099 — but i have been told I can not get an appointment — that I must just walk in. My dad’s account online — is deactivated. I must file his taxes for 2018 and he was definitely alive Jan 1 – Dec 31 , 2019 — so taxes must be filed. Why can not I get an appointment to get the paperwork that my dad’s estate should have gotten in the first place.
Is there a way — i can make an appointment?
THank you.
LORRAINE A.
UNABLE TO SET UP AN ACCOUNT
PASSWORD IS ALWAYS REJECTED
AM GETTING A DUPLICATE SSA 1099
MAILED TO ME LATER THIS MONTH
LATER THIS MONTH
I ONLY WANTED TO VIEW IT ON LINE BUT
UNABLE TO DO SO.
MUST WAIT 1 HOUR TO SPEAK TO A
AGENT
evelyn c.
What can I do if I can’t sign in to my Social Security.com?
Robert L.
I was not able to access my SSA-1099 online for 2018.
Colleen K.
I need a new copy of the FORM SSA-1099-Social Security Benefit Statement for 2018
V.V.
Thanks for using our blog, Colleen. You can request a replacement 2018 SSA-1099 or SSA-1042S after February 1 using your my Social Security account. If you do not already have an account, you can create one. Once you are logged in to your account, select the “Replacement Documents” tab.
If you are unable to create a my Social Security account or do not want to request it online, you may call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m. or you can contact your local Social Security office.
Susan J.
Would you send my Letter of Eligibility for Social Security benefits to my e-mail address please. I am attempting to make a purchase and that is needed as proof of income and I cannot remember my password.
Susan Bury
*** – ** – ***
susan.buryan@gmail.com
(480) 363-6337
Thank you
V.V.
Hi Susan, thank you for your question. You can get a benefit verification letter online instantly by using your personal my Social Security account. This letter is sometimes called a budget letter, a benefits letter, a proof of income letter or a proof of award letter. To set up your account, visit the my Social Security web page and select, “Sign In or Create an Account.” You will need to provide some personal information to verify your identity, choose a username and password and follow the rest of the steps to finish creating your account.
Once you create your account, scroll down to the Benefits and Payments section and choose “get benefit verification letter” where you can instantly view, print, or save your official letter. If you are unable to create an account or encounter a problem, you may call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m. At the voice prompt, say “helpdesk” or you can contact your local Social Security office.
Chuck M.
My Social Security is taxable, how do I have Federal taxes taken out of monthly payment.
V.V.
Thank you for your question, Chuck. To sign up for Voluntary Tax Withholding, you can download form W-4Vor call the IRS toll-free at 1-800-829-3676 and ask for Form W-4V. When you complete the form, you can choose to have 7, 10, 12, or 22 percent of your monthly benefit withheld for taxes.
See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits for more information.
Chuck M.
Thank you for your help.CharlesC
george f.
i would like to access my social security account that i registered for in jan of last year 2018
V.V.
Hi George, thanks for using our blog. Sorry to hear you are having difficulties accessing your my Social Security account. For assistance with your account, you may:
•Call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m. At the voice prompt, say “helpdesk”; or
•Contact your local Social Security office.
Just a reminder – We do not have access to personal information in this venue. Please be cautious about posting personal information on social media channels. Thanks.
HOWARD C.
Need Benifits 1099 tax information for 2018
A.C.
Hi, Howard. Good news! You can request a replacement SSA-1099/1042S for Tax Year 2018 by visiting your personal my Social Security account. Thanks!