Online Services, Taxes

Get Your Social Security Benefit Statement

January 30, 2020 • By

" "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

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  1. Tom Fehrmann

    I prepare the tax returns for my mother in law. She normally receives her SS checks on or about the 1st-3rd of each month. Since that was a holiday weekend, she receive the payment on December 31, 2020. Will this January payment that was paid on December 31 be included in the 1099 for 2020 or 2021?

    Reply
    • Vonda

      Hi Tom, 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!

      Reply
  2. Kristi Turner

    I have just applied, January, for benefits & saw that there was an option to have taxes withheld but can’t find where I need to enter/select this option. Where do I do this? I have not received a check yet is there a different process?

    Reply
    • Vonda

      Thank you for your question, Kristi. You can download the form or call the IRS toll-free at 1-800-829-3676 and ask for Form W-4V. When you complete the form, you can choose to have 7, 10, 12, or 22 percent of your monthly benefit withheld for taxes. Mail the completed, signed form to your local Social Security office. Use our Social Security Office Locator to obtain their mailing address.

      Check out our Withholding Income Tax From Your Social Security Benefits web page for more information. We hope this is helpful!

      Reply
  3. Catherine Hicks

    Am I able to get my 2021 1099 online

    Reply

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