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
Comments
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cheryl
I am on disability and my total benefits show one number and below it states with an asterisk *INCLUDES: $$$ paid in 2019 for 2018. Does anyone know how I’m supposed to report my 2019 earnings? Should that additional money from 2018 be included or do I have to amend my 2018 taxes. However, box 5 has the total amount that I need to report on my 2019 tax returns! I’m so confused. Someone help please!
DSW
Hi! How can I request a copy of my 2018 SSA-1099?
My-Social Security Account say contact us…when calling SS Office I’m getting a recorded message the office is closed and redirected to online services.
I am in desperate need of a simple ccopy to file my taxes with my husband! Thank you kindly!
V.V.
Hi DSW, thank you for your question. Check out our Frequently Asked Questions web page on how to obtain a replacement 1099. You may also be able to request a replacement SSA-1099 by using our automated telephone service at 1-800-772-1213. You can conduct the automated services 24 hours a day. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.
Rocky B.
When will ssi get stimulus checks
V.V.
Hi Rocky, thank you for your question. Treasury, not Social Security, will be making automatic Economic Income Payments to eligible people. Unfortunately, we do not have information about the exact schedule for these payments. Treasury anticipates these payments to go out to Social Security retirement, survivors, and disability insurance beneficiaries starting around the end of April and to Supplemental Security Income (SSI) recipients starting in early May. Continue to check the irs.gov/coronavirus page for updates.
Carrie E.
Can I get help with repairs on mobile home since I receive SSI, I have so many repairs I need done. I have a whole in floor, no ac unit working, can’t get homeowner insurance because its not on foundation, I’ve fall off my steps outside twice. My home is falling apart, and I’m barely making ends meet now. Any ideas or suggestions to help? Thank you for your help.
Richard J.
I have requested 3 times that a temporary password be mailed to me so that I can complete a 1099 request for 2019 which my husband did not receive…how many times do I need to request this ??
V.V.
Hi Richard, thank you for using our blog. We are sorry to hear about the difficulties you are experiencing and understand your frustration. Please check out our Frequently Asked Questions web page for details on how to retrieve or change your username or password. We hope this helps!
DEANNA A.
MY HUSBAND HAS BEEN TRYING TO GET A CORRECTED 1099 FROM SSA AS THE ONE HE RECEIVED WE BELIEVE IS INCORRECT. HE IS ON DISABILITY AND HAS A WORK COMP CLAIM. THE 1099 STATES HE RECEIVED 23 THOUSAND PLUS IN WORK COMP BENEFITS LAST YEAR AND HE HASNT BEEN PAID BY WORK COMP IN OVER A YEAR. I FEEL IT WOULD HINDER US IN THE FUTURE IF WE AGREE TO THIS 1099. PLEASE ADVISE US IN THIS DILEMMA
V.V.
Hi Deanna and Robert, thank you for using our blog. For your security, we do not have access to private information in this venue. We ask that members in our Blog community work with our offices with specific questions. You can call us at 1-800-772-1213 for assistance or you can contact your local Social Security office. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.
KW M.
My wife received a lump sump on a disability claim and her ssdi amount/mo was reduced to accommodate that claim. On her SSA1099 for 2019 of the $25000, $11000 was added for WC offset. Please explain what this 11,000 is and also, is this a 1 time event or will this be a yearly addition
V.V.
Hi KW, thank you for using our blog. For your security, we do not have access to private information in this venue. We ask that members in our Blog community work with our offices with specific questions. You can call us at 1-800-772-1213 for assistance or you can contact your local Social Security office. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.
Antonio
How can SSDI recipients retired abroad and who file their tax returns (albeit owing no taxes and expecting zero refund) do now so that Treasury can send them their stimulus payment via direct deposit to their US Bank where they normally get their monthly SSDI payments?
Antonio
I am a Disabled American retired abroad. I get my monthly SSDI Benefits from the Treasury Department (310) via direct deposit in my US Bank account (so Treasury already has my US Bank info).
I get my annual SSA-1099 form, but it does not say anything about Direct Deposit or my US Bank info. It only shows my US mailing address.
I am a zero filer. I owe no taxes. I had already E-filed, via TurboTax, my 2019 Tax return because I have a small additional investment income. My tax return shows my address overseas not my US mailing address. It was accepted by the IRS.
In the IRS ‘Get My Payment’ site, I entered my foreign address (format is very different from a US address) exactly as I entered it in TurboTax on my Tax return (with a six-digit zip code). The site gave an error message “The information you provided does not match our records”. For 3 days, I tried different formats for my foreign address, and I kept getting locked out for 24 hours after 3 attempts.
So, how can SSDI recipients retired abroad and file their tax returns (albeit owing no taxes and expecting zero refund) do now so that Treasury can send them their stimulus payment via direct deposit to their US Bank where they normally get their monthly SSDI payments?
Thank you,
Antonio
V.V.
Hi Antonio, thank you for your question. Social Security retirement, survivors, or disability beneficiaries and Supplemental Security Income (SSI) recipients who do not have qualifying children under age 17 do not need to take any action with the IRS. You will automatically receive your $1,200 economic impact payment directly from the IRS. You should receive the automatic payments by direct deposit, Direct Express debit card, or by paper check, just as you would normally receive your Social Security benefits. Treasury expects automatic payments for Social Security beneficiaries no later than the end of April and automatic payments for SSI recipients no later than early May. We hope this helps.
Pamela G.
I would like to become my son’s legal Representative over medical decisions and so on. I could not find the document needed to fill out. I am already his represented payee. Thank you
V.V.
Hi Pamela, thank you for using our blog. Although Social Security has the representative payee program, it does not handle legal guardianship or power of attorney appointments. You may want to contact legal aid for assistance. We hope this helps.