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.
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About the Author
Jim Borland, Acting Deputy Commissioner for Communications
Jim Borland, Acting Deputy Commissioner for Communications
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Peter E.
I need a replacement SSA-1099 for someone who died in 2018. I am their executor and am preparing their final tax return, but haven’t received their 1099. What do I do?
V.V.
Thank you for your question, Peter. The benefit statement is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you do not have access to the mail at that address, the executor will need to go into the local field office with 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. If you need more information, call our toll free number at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday, between 7 a.m. and 7 p.m., and ask a representative for assistance.
ellen c.
copy of 2018 benefit statement
V.V.
Hi Ellen, thank you for using our blog. 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.
Bethany
Frustrated…trying to get a 1099 for my deceased Mother for 2018. Please make this easier than spending the day on the phone
V.V.
We’re sorry to hear about your loss, Bethany. The benefit statement is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you do not have access to the mail at that address, the executor will need to go into the local field office with 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.
LeShawn
I am trying to find the federal Id number where will I findit
V.V.
Hi LeShawn, please contact the IRS for questions regarding a federal ID number. You can contact the Internal Revenue Service (IRS) at http://www.irs.gov or by calling their toll-free number at 1-800-829-1040.
Rebecca T.
I need to receive my mother’s SSA-1099 (Marion Barbara Toska). She passed away 30 JUL 2018 and I am completing her taxes for that year. I can provide you all of her relevant information, if needed.
V.V.
We’re sorry to hear about your loss, Rebecca. The benefit statement is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you do not have access to the mail at that address, the executor will need to go into the local field office with 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. If you need more information, call our toll free number at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday, between 7 a.m. and 7 p.m., and ask a representative for assistance.
AC
IS THE MEDICARE IRMAA REPORTED INCLUDING IN MY 1099-SSA BOX 3 UNDER “THE MEDICARE PART B PREMIUMS DEDUCTED FROM YOUR BENEFITS”?
V.V.
Thanks for using our blog to ask your question, AC. Box 3 of the SSA-1099 shows the total amount withheld from benefits to pay your Medicare premiums.
Thomas m.
Can’t u mail s replacement 1099 to me in the mail. Problem logging in
Never received my 1099 lost in mail we moved. New mailing address 1220 lighthouse pointe Rd. Lincolnton , ga 30817. Name Thomas m moreno
V.V.
Hi Thomas, 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.
DOUGLAS E.
i NEED 2018 1099 FOR SOCIAL SECURITY.
ALSO THE “OUT OF POCKET” EXPENSE FOR END OF 2018.
REMEDIOS T.
REMEDIOS T. PERGIS
remiecpa@live.com
Celestine V.
Unable to see or print my SSA – 1099/1042s form. I did not receive one in the mail. I called in to request one. Why am I having this problem?
V.V.
Hi Celestine. It could be that your address is not correct in our records.
For assistance with your account and to inquire about your address, 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.