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. Trevor T.

    Can you please mail me a copy of the 2019 SSA Letter

    • Vonda

      Hi Trevor, 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.

  2. bob

    My dad died in 2020, and I reported the death to Soc Sec. We now need to prepare a tax return and need a copy of his 1099. I don’t know whether it was mailed out, but his former home was sold. What do I need to do to obtain his 1099 for 2020? thank you.

    • Vonda

      We are very sorry for your loss, Bob. 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.

  3. Charles E.

    I have a question about SSA-1099s. The January direct deposit for Social Security is December’s payment. So is a January 2021 direct deposit included on the 2020 SSA-1099 since it was actually payment for December 2020?

    • Vonda

      Hi Charles, thanks for using the blog. When the January 3 check delivery date falls on a non-banking day and the first previous banking day is in the previous year, we deliver the January benefit check in December. However, for taxation of benefits purposes, the check for January 3 that we issued in late December is treated as if we issued it in the year associated with the intended January 3 delivery date. We hope this helps!

      • Charles E.

        OK I think I got it — for someone who was getting Social Security starting prior to May 1997 the deposit date is the third of the month. The January payment got pushed back to the end of December. But this deposit (which is actually for December 2020) since it would normally be in January will be reported in the SSA-1099 for 2021 that gets sent out in early 2022.

  4. Christopher T.

    Hi my wife and I are green card holders but plan to repatriate to the UK. Would we be be able to claim our retirement benefits in the UK?

    • Vonda

      Hi Christopher, thanks for using our blog. If you do move, you are required to report your change of address to Social Security, even if we are sending your payments to a bank or other financial institution. Our publication, “Your Payments While You Are Outside the United States”, explains how being outside the United States may affect your Social Security payments. If you aren’t a U.S. citizen, you must meet one of the conditions for payment described in this publication.

      You may use our Payments Abroad Screening Tool to see if your benefits will continue indefinitely, stop after six consecutive months or if certain country specific restrictions apply. We hope you find this helpful!

  5. Thomas R.

    I handle all my mother’s finances because she is in an assisted living facility and she has dementia. She did not get a Social Security statement this year for some reason.
    (She has all of her SS benefits directly deposited into her checking account.) She does not have an online my Social Security account, and according to the rules, I am not allowed to set one up for her. I tried calling SS about this but their phone wait time was an hour and forty five minutes.

    So at this point, I don’t know what to do. What do elderly people do, who either don’t have access to a computer or don’t know how to use one.

    • Vonda

      Hi Thomas, thanks 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 she does not have a representative payee and 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.

      If your mother is capable, please check out our Frequently Asked Questions web page for the options on how to obtain a replacement 1099. Your mother 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, she would indicate that she’s requesting a replacement SSA-1099.

      To apply to be your mother’s representative payee, 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 hope this information helps.

  6. Barbara H.

    My name is Barbara Houston I’m the business office manager at Medicalodges, Nevada. I do all our resident’s property tax credits whom our facility is Rep Payee for. We haven’t received their SSA-1099 yet. Could you please tell me when they will be mailed out? Thank you very much.

    • Sue

      Hi, Barbara, and thanks for using our blog. We mailed the SSA-1099s in January to our beneficiaries and their representative payees. Please check out our Frequently Asked Questions webpage on how to obtain replacement SSA-1099s for your clients. You also may be able to request replacement tax forms by using our automated telephone service at 1-800-772-1213 – it’s available 24/7. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.

  7. Arthur L.

    I need to receive my SSI statement for 2020. I have my ‘SSA statement but I want to file my income taxes and have been waiting for more than two weeks after I have received my SSA statement.

    • Sue

      Hi, Arthur, and thanks for using our blog. Please check out our Frequently Asked Questions webpage on how to obtain a replacement SSA-1099. You also may be able to request a replacement tax form by using our automated telephone service at 1-800-772-1213 – it’s available 24/7. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.

  8. Joanna R.

    I have been trying to get into my social security account to request a copy of my 2020 SSA-1099. Been trying for days and always closed down. I can not do nothing with my account. How are we suppose to be able to use our account when it’s always down????

    • Sue

      Hi, Joanna. We’re sorry you’re having difficulties with your my Social Security account. Please check out our Frequently Asked Questions webpage on how to obtain a replacement SSA-1099. You also may be able to request a replacement tax form by using our automated telephone service at 1-800-772-1213 – it’s available 24/7. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.

  9. Daniel A.

    Trying to get a copy of my 1099 for 2019. It is not available on replacement document.

    • Sue

      Hi, Daniel, and thanks for using our blog. We’re sorry for any inconvenience. To request a replacement SSA-1099 for 2019, please call your local Social Security office. You’ll find the phone number by using our Office Locator. We hope this helps.

  10. Kenneth R.

    I’m trying to get my Real ID tomorrow (Monday), and I’m trying to get a copy of my SSA-1099. I read that –If I have an account here (I do), there should be a Replacement Document tab where I can locate a replacement SSA-1099 on my Home screen. There is not a Replacement Document tab. What should I do?

    • Vonda

      Hi Kenneth, 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.

      • James L.

        when will i recieve my requested password number?

        • Vonda

          Hi James, thanks for using our blog. If you’re asking about a temporary password, after you provide the “forgot password” information, you will receive a letter with your temporary password in about 5-10 business days.

          For assistance with your account, you may call us at 1-800-772-1213 (TTY 1-800-325-0778) 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.

        • Zuleyka c.

          I need a 1099

Comments are closed.