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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Sylvie C.
I am my mother’s POA and she has moved to an assisted living facility. How do I update her address and creat an account on mysocialsecurity. I assume her SSA-1099 form was returned in January since she moved November 2019.
V.V.
Hi Sylvie, thank you for using our blog. Because of privacy and security concerns, you will not be able to conduct Social Security business on behalf of your mother unless you are her representative payee. Having a power of attorney, being an authorized representative, or having a joint bank account with your mother does not authorize you to access information on her Social Security record. If your mother does not have a representative payee and she is not capable of managing and directing her Social Security benefits, someone should consider applying to be her payee. To learn more about becoming a representative payee, you can read our publication, “A Guide for Representative Payees” or visit our Representative Payee webpage. You can call us at 1-800-772-1213 (TTY 1-800-325-0778) to make an appointment 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.
If your mother is capable of managing her benefits, she may be able to request the needed information online. See our Change of Address web page for details.
Frances H.
Need a letter stating 2020 benefits for application for senior housing in Malden Ma. 02148. My socail security # XXXXXXXXX. Name Frances H OBrien orginal request was placed on Apr 23, 2020 BNC#:20BC668A94489 however the information was for December, 2019. Could you send it by email fhobrien67@gmail.com
V.V.
Hi Frances, thank you for using our blog. Check out our Frequently Asked Questions web page for details on how to get a benefit verification letter.
If you can’t or don’t want to use your online account, or you need a letter for someone other than yourself, you can call us at 1-800-772-1213 (TTY 1-800-325-0778) 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.
Jack C.
I need a 2019 SSA-1099/SSA-1042S for my cousin who died in Feb. 2020 to send to his tax preparer. I have a my social security account but it says I can’t use it to get a form for him. So, how do I go about getting the form?
V.V.
We’re sorry to hear about your loss, Jack. 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. Unfortunately, you may need to wait for the offices to reopen. We apologize for the inconvenience.
Larry D.
I have entered the correct information to get the copy of my SSA 1099 which I must have to file my 2019 taxes.
Please let me know what information you question so I may file. This is the only form I need to make this happen.
Please advise as soon as possible.
V.V.
Hi Larry. Check out our Frequently Asked Questions web page on how to obtain a replacement 1099. You also may 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.
Cindy H.
Where should an estate administrator send a request for a 2018 SSA-1099 for a decedent?
V.V.
Hi Cindy, that you for your question. 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. Unfortunately, you may need to wait for the offices to reopen. We apologize for the inconvenience.
William D.
Hello can you please email me the tax form 1099 ssa ASAP please
V.V.
Hi William, thanks for using our blog. Check out our Frequently Asked Questions web page on how to obtain a replacement 1099. You also may 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.
Ronaldo P.
I hve tried to enter my account, which shows with my e-mail address and my stored password, but it informs me that the information doesn`t exist.
I then tried to create a new account, and it kept telling me that I had to enter the social security number without hyphens, when there were no hyphens.
Finally, I tried calling and all I got was loud noises as if I was connecting with an active dial-up internet connection.
I need my SSA-1099 pronto. How can I get it?
Thank you,
Ron Pinto
Rose D.
I am refinacing my home mortgage and need a copy of my award letter for 2020
V.V.
Hi Rose, thank you for using our blog. Check out our Frequently Asked Questions web page for details on how to obtain a benefit verification letter. We hope this helps.
Rose D.
rosedahlin@gmail.com I need my 2020 award letter
Rose D.
I am refinacing my home mortgage and need a copy of my award letter for 2020
Andrew
I need you guys to give Irs my new SSA-1099 that was mialed out to me on April 16,2020 or the one from April 21,2020 when it changed to my name with no payee.Thats probable why I have not got a economical payment.So Ill do it if y dont.