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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myron p.
I havent got my 1099 yet just wondering if it will be mailed soon,my wife got hers on Jan.27
S.D.
Hi, Myron. Thanks for using our blog to ask your question. We mailed SSA-1099s in January. Please check out our Frequently Asked Questions webpage on how to obtain a copy of your 1099 through your online my Social Security account. You also may be able to request a replacement tax form by using our automated telephone service at 1-800-772-1213 that’s available 24/7. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.
Eldon H.
How do I get a copy of My SSA New Benefits Amount Statement (Form SSA-4926) for 2021
S.D.
Hi, Eldon. Thanks for reading our blog and for your question. We mailed the 2021 COLA notices in December to retirement, survivors, and disability beneficiaries, SSI recipients, and representative payees. You can securely view and save the Social Security COLA notice online via the Message Center in your my Social Security account. If you don’t have an account, create one today. We hope this helps!
Cynthia
Like many here, I have received an incorrect 1099 in the mail. In my case my Net benefits shown are MUCH lower than what I actually received.
I believe I just figured out what may have happened.
I received SS Benefits for a FULL year, but my husband only received benefits for 4 months, as he collected LATER in the year than I did.
Since married couples are somehow linked together in the system by default in case of future needs
. ( surviver, divorce etc) something has gone awry here.
My benefits only reflect 4 MONTHS payment. JUST LIKE MY HUSBAND whose 1099 is correct for him!
I will add that I checked my account online and it was CORRECT THERE.
Problem is WHAT INFO WENT TO THE IRS?
Hope I was clear, if anyone else has this situation see if that helps getting it resolved.
Any OFFICIAL reading this please advise SSA that this may be a cause for a bug in this system and alert representatives. PLEASE.
V.V.
Hi Cynthia, thanks for using our blog. You need to call 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.
Nadine L.
My former employer, from whom I receive monthly benefits is requesting a copy of “Your New Benefit amount form for 2021”. I have never received this.
HELP
V.V.
Hi Nadine, thanks for reading our blog and for your question. We mailed the COLA notices throughout the month of December to retirement, survivors, and disability beneficiaries, SSI recipients, and representative payees. You can also securely view and save the Social Security COLA notice online via the Message Center inside your my Social Security account . If you don’t have an account, create one today. We hope this helps!
Pat
My husband passed in 2020 and I have not received his SSA-1099 yet. Can you tell me when/if the documents were sent?
V.V.
Hi, Pat. Thanks for using our blog to ask your question. The SSA-1099 is mailed in January 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 call the local field office after February 1, 2021. 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.
Deborah S.
I need a 1099 for my husband who is deceased. How do I go about that?
V.V.
Hi, Deborah. Thanks for using our blog to ask your question. The SSA-1099 is mailed in January 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 call the local field office after February 1, 2021. 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.
Janet D.
My son recently applied for SSDI (after receiving SSI for the last 5 years). He is in the ticket to work program.He’s been approved for SSDI. I have 3 questions that I can’t find the answers for…
1) Do I still report his monthly earnings to SS?
2) What is the dollar limit per month that he can earn, before being penalized.
3. Is there a cap on the amount of money he keeps in his bank account?
V.V.
Hi Janet, thank you for your question. Social Security has special rules that make it possible for people with disabilities receiving Social Security Disability (SSDI) or Supplemental Security Income (SSI) to work and still receive monthly payments. These are called work incentives.
For SSDI beneficiaries, there is a Trial Work Period (TWP) and then an Extended Period of Eligibility (EPE). The TWP allows you to test your ability to work for at least 9 months. During this period, you will receive your full disability benefit regardless of how much you earn as long as your work activity is reported and you continue to have a disabling impairment. In 2021, any month in which earnings exceed $940 is considered a month of the 9-month trial work period.
Once you’ve completed your TWP, you get a 36-month safety net called the EPE. During the EPE, you get benefits for all months your earnings or work activities are below the Substantial Gainful Activity (SGA) level as long as you continue to have a disabling impairment. Social Security will suspend cash benefits for months earnings are over SGA and start benefits again if earnings fall below the SGA level. In 2021, you are earning SGA if your earnings, after any allowable deductions, are more than $1,310 in a month.
Check out Social Security’s Red Book for descriptions of the many work incentives.
If your son is only receiving SSDI, it does not matter how much money your son has in his bank account. However, if he’s Supplemental Security Income (SSI) benefits, the amount of resources can affect his benefits. This is because the amount of an SSI benefit is based, in part, on the income and resources available to the individual receiving SSI benefits and the income and resources of his or her spouse.
If you are the representative payee for your son, you can conduct business for him in your my Social Security account. The Representative Payee Portal is a central portal where you can conduct your own Social Security business or manage direct deposit, wage reporting, and annual reporting for those that you are payee for.
Leah A.
My husband died in April 2020. He received SS payments for the first few months of the year. Will I receive a SSA 1099 in his name for the payments he received prior to his death? To date I have not received anything.
V.V.
Hi, Leah. Thanks for using our blog to ask your question. We are very sorry for your loss. The SSA-1099 is mailed in January 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 call the local field office after February 1, 2021. 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.
KINGSTON
I received my SSA-1099, the box 3 amount showed larger than the box 5 amount , which box 3 or box 5 for file my income tax? Please advise, thanks.
V.V.
Hi Kingston, thank you for using our blog. Check out our Income Taxes and Your Social Security Benefits for details related to taxation of benefits. We hope this helps!
Ray C.
I would love to get my 1099 but your site connection is down and has been so for several days now. Please fix it
V.V.
Hi Ray. 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.
jimmy s.
i never received my 1099 for 2020