Get Your Social Security Benefit Statement
Reading Time: 2 MinutesLast Updated: November 3, 2023
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 personal 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 personal 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.
Did you find this Information helpful?
Tags: my Social Security, my Social Security account
See CommentsAbout the Author
Mike Korbey, Deputy Commissioner for Communications
Mike Korbey, Deputy Commissioner for Communications
Comments
Comments are closed.
Jennifer N.
My apartment needs an updated SS Award letter.
Please send me one.
Vonda V.
Hi Jennifer, thanks for using our blog. Check out our Frequently Asked Questions web page for details on how to get a benefit verification letter. You also may be able to request a benefit verification letter 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 benefit verification letter. We hope this helps.
bobby w.
need a printout of my social security benefits can you mail a copy of my benefits to my email address so that i can print it out. thank you
Vonda V.
Hi Bobby, thank you for using our blog. Check out our Frequently Asked Questions web page for details on how to get a benefit verification letter. We hope this helps!
Shirley H.
i dont have my log in information can i reset it i dont remember creating account
sshirl500@yahoo.com
Vonda V.
Hi Shirley, thanks for your question. Check out our Frequently Asked Questions web page for details on how to reset or change your username and password. We hope this helps.
Yvette J.
When will my person get her stimulus. I received mine the first batch.
D
Arnetta D.
I have a payee rep she got here first batch when I receive my stimulus
Vonda V.
Hi Arnetta, thank you for using our blog. The Internal Revenue Service, which is part of the Department of Treasury, will be making Economic Income Payments to eligible people. To help you quickly and easily determine whether you need to take any action to receive your Economic Impact Payment, check out the step-by-step instructions on the Social Security and Coronavirus web page: https://www.ssa.gov/coronavirus/#anchorA. On that page, you will also find details about how the IRS will send economic impact payments to individuals that have a representative payee.
MM
Hello,
I have Power of Attorney for my 94 year old mother. We need a copy of her 1099 for taxes. It says I can’t set up an account for her. This must be a common problem. Can you advise ?
Thanks,
M
Vonda V.
Hi MM. 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 your mother does not have a representative payee and she 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. Please call your local Social Security office if you have additional questions or need to apply to be her payee. 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.
If your mother is capable of managing her benefits, and she is unable to obtain the information online, she 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.
Alice K.
Hi there. I just received my first check. Where do I look to determine whether taxes were taken out of this? If they were not taken out, can a person request a certain amount, or is this determined by SS?
Vonda V.
Thank you for your question, Alice. You can choose to have federal taxes withheld from your Social Security benefits. If you are already receiving benefits, you’ll need a Form W-4V from the Internal Revenue Service (IRS). 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. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits for more information.
Cynthia u.
I need to open an account but it says cannot identity my information. Everything is correct. My second try
Jeannette R.
Jeannette R. Simon-Harris on May 12, 2020 at 6:33 pm said:
I need a copy of my award letter.
DOB:01/09/1978
SS#: *** – ** – ***
Jeannette R.
I need a copy of my award letter.
Vonda V.
Hi Jeannette, thanks for using our blog. Check out our Frequently Asked Questions web page for details on how to get a benefit verification letter. We hope this is helpful.