Online Services, Taxes

Get Your Social Security Benefit Statement

January 30, 2020 • By

Last Updated: January 30, 2020

" "Tax season is approaching, and we have made replacing your annual Benefit Statement even easier.  The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is a tax form we mail each year in January to people who receive Social Security benefits.  It shows the total amount of benefits you received from us 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 get an instant, printable replacement form using 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 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 to your computer or email it to yourself.  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’re a non-citizen 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) benefits.

With a personal my Social Security account, you can do much of your business with us online.  If you receive benefits or have Medicare, your personal my Social Security account is also the best way to:

  • Request a replacement Social Security number card (in most states and the District of Columbia).
  • 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.
  • Report your wages if you work and receive Social Security disability insurance or SSI benefits.

Visit our website to find more about our online services.

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About the Author

Mike Korbey, Deputy Commissioner for Communications

Mike Korbey, Deputy Commissioner for Communications

Mike Korbey, Deputy Commissioner for Communications

Comments

  1. Katherine Braun-Anderson

    Where exactly on the My Social Security site can one see and print the SSA-1099 form? I have looked many times and have never seen it.

    Also, where can I find out how much SS gives me each month. It is less than the Medicare Part B monthly premium (as I worked outside the US most of my life) and is deducted for my monthly Medicare Part B premium. I then pay the difference at the end of the year. The notification letter always says that I received no social security. My husband and I used to receive the notification letter with this info provided, but no longer.

    • Vonda

      Hi Katherine. 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 . We hope this helps!

    • Anthony M Cantone

      need to print 1099 for income taxes.where is the form?

      • Sue

        Hi, Anthony, and thanks for using our blog and your my Social Security account. Please check out our Frequently Asked Questions webpage for instructions on where to find your replacement SSA-1099 in your 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 – it’s available 24/7. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.

  2. Shirley Worden

    i have not received my ss benefits statement for 2020 how do i get a copy? assuming the first one is lost

    • Vonda

      Hi Shirley. 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.

    • DorisCahoon Cahoon

      have not received my 2020 ssa 1099 social security benefit statement

      • Vonda

        Hi Doris. 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. Sam

    I receive monthly payments on 3rd of every month. Payment for Jan 2021, was deposited on Dec 31, 2020 as Jan 1-3, 2021 were holidays.
    So, total 13 payments in 2020 for me including Dec 31, 2020 payment for Jan 2021.

    Not sure if its lost in the mail, but I do not have Form SSA-1042S for 2020 that is sent in the mail. Non citizens living outside US cannot have my social security account to get replacement SSA-1042S.

    I wish to know, if SSA includes (Jan 2021) payment made on Dec 31, 2020 in SSA-1042S for 2020. If so, I can add all 13 payments to calculate the total benefit for 2020. Please confirm.

    • Vonda

      Hi Sam, 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!

  4. Robert LeBrecht

    I need to submit a new w4v for me and my wife. Your ‘office locations’ page is no longer on your web site. Where is the closest office near 80012 where I can turn it in as soon as possible?

    • Vonda

      Hi Robert, thanks for using our blog. Please mail the completed, signed form to your local Social Security office. Use our Social Security Office Locator to obtain their mailing address. We hope this helps!

  5. gary blackwell

    I did not receive my 2020 1099 form.

    • Vonda

      Hi Gary. 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. Patrick J.Cammisuli

    I need a replacement 1099 for 2020 ASAP.I TRIED your create an
    account (easy as 1,2,3)No it is not!every user name and password
    said it was wrong/ how could it be I just created it? stumped!!!
    HELP

    • Vonda

      Hi Patrick. 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.

  7. Jan Brooks-Loyd

    I have attempted to set up a My Social Security account but the site does not recognize me after entering my email, ss#, et al
    How can I execute this?

    • Vonda

      Hi Jan, thanks for using our blog. Sorry to hear you are having difficulties creating a my Social Security account. 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.

Comments are closed.