Taxes

Get Your Social Security Benefit Statement (SSA-1099)

February 22, 2019 • By

Last Updated: February 22, 2019

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

Comments

  1. Randy West

    I need the SSA-1099 for my father, who passed away in April of 2020. I am the executor of his will and need to complete his taxes in order to close the estate. How can I find out how to do this, or how to get hold of the SSA-1099 that should have been mailed?

    • Vonda

      Hi Randy, thank you for using our blog. 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. 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.

  2. Dorothy E Hill

    I Dorothy E Hill needs a form ssa-1099 Social SecurityBenefitStatement for 2020 so we can do our taxes.My husband has received his, but I have not.My address is:

    Dorothy E Hill
    717 Blackburn Blvd.
    North Port,Fla.34287

    • Vonda

      Hi Dorothy, 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.

  3. Victor Harner

    My wife 1099 for ssdi is incorrect for 2020. We received her first 1099 in the later part of 2019. It included a December payment for teh back benefit and the fee for teh attorney. We submitted that with our 2019 taxes. However, we received the 1099 for 2020 and its has the amount from 2019 listed on this years form as well. It says it was paid this year – that is incorrect. We have already paid taxes on this amount. How do we get a corrected form??

  4. Kim Biegler

    I am needing my parent’s Social Security 1099 for 2020. I think it was just regular retirement benefits. I need to file their final tax return, as they both passed away in 2020. I had their mail forwarded to me (in another state) and have gotten most everything else. I don’t think they had a login to access it online. I am the PR for my mother’s estate, but since my father died a few months before her there is no probate filed on him. Though I am the executor of his will. Please advise, thanks.

    • Vonda

      We are very sorry for your loss, Kim. 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. 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.

  5. Charles R Haynes

    I need my social security 1099 to do my taxes,why haven’t wisconsin received their yet?

    • Vonda

      Hi Charles. 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.

  6. Gene Mesher

    Hi. I’m a US citizen living abroad. I received a lump sum payment for Social Security for all of 2020 sent out on 12/20/20. Will I receive a SSA-1099 for 2020 or will this payment be included in my 2021 SSA-1099? I haven’t yet received an SSA-1099 and so far no SSA-1099 replacement for 2020 is available on my my Social Security account. Thank you for your help…

    • Vonda

      For your security, Gene, 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 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 recommend that individuals living outside the United States contact the nearest Federal Benefit Unit in the area for any assistance related to Social Security programs and benefits. Also, our Office of International Operations home page provides more information to assist our customers living abroad.

  7. Patricia A Baran

    I tried to log on to get a copy of my 2020 SSA-1099 form only to be stop to check info and I did not know how to do that or to get back to where I was. I never received this form and I am having my taxes done next week. Could a copy be emailed to me?

    • Vonda

      Hi Patricia, thanks for using our blog. You 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.

  8. Linda Christensen

    I called your office today, the lady advised me I need to call RR Retirement because I receive my SSA-1099 through them! Of course as you would guess it is difficult to get my questioned answered! I do have my RRB-1099 and we have the RRB-1099-R as well but they do not have MY Social Security information as part of them!

    How do I attain it, I have always had a form until now!

    Linda Christensen
    9136385740

    • Vonda

      Hi Linda, thanks for using our blog. You would need to contact the Railroad Retirement Board if you receive benefits from them.

  9. Ronald Fred Zier

    I need my social security 1099 to do my taxes. I have talked to others with the same problem. Why haven’t they been sent out in the state if Washington?

  10. Carol Guastello

    I need a new ssa-1099 form to file taxes for my father Carmelo Guastello. He cannot find his statement and is assisted living at 9601 N Tullis Dr. Kansas City Mo 64157. He is 97 and I would hope you can forward the ssa-1099 to me as I do his taxes. Frank Guastello
    9416 NE 92nd St
    K C Mo. 64157

Comments are closed.