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

Comments

  1. Mrs. Knox

    My spouse’s initial 2020 SSA-1099 included the $ paid directly to his attorney. Spouse just received a new 2020 SSA-1099 which no longer lists the $ paid to his attorney. Why? Do we need to do something?

    • Vonda

      Hi Mrs. Knox, thanks for using our blog. Please call your local Social Security office. 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. Melinda Morrell

    My mother received monthly Social Security benefits. She passed away in 2020. Will we still receive her 2020 SSA-1099 in the mail? I’m the executor of her estate and will be filing this final tax return on her behalf. So, knowing whether I can expect her final SSA-1099 in the mail or that I need to take other steps to obtain it would be helpful! Many thanks for any assistance.

    • Vonda

      Hi Melinda, thanks for using our blog to ask your question. 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. Susan

    How do I get a corrected SSA-1099?
    I received the 1099 for my husband who died in October 2020. The amount on the document equals what he would have received if he had been paid for the entire year, rather than the amount he was actually paid. (His October payment was “reclaimed” and no further payments were received for the year.)

    • Vonda

      Hi Susan, thanks for using our blog. We are very sorry for your loss. Please 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.

  4. Sheila Manzanares

    When were the SSA-1099 benefits form mailed?

  5. Harold S Jones

    Is there a place online where I can immediately download or print a copy of my 2020 SS 1099 for preparing taxes?
    I understand SSA is supposed to mail it sometime this month (January), but COVID-19 has adversely impacted the timing of routine services causing delays.

    • Sue

      Hi, Harold. We mail Social Security 1099s each January to people who receive benefits. The form tells you how much Social Security income to report to the IRS on your tax return. A replacement SSA-1099 for 2020 will be available after February 1, 2021. At that time, you can instantly download a printable copy of the tax form by logging into or creating a free my Social Security account. Check out our Frequently Asked Questions web page for additional information.

  6. Jessica Bristow

    What do I do to get my 2nd stimulus check? I was told I have to claim it with my taxes! What steps are needed. I go for my appointment tomorrow to file my 2020 taxes?

    • Vonda

      Hi Jessica, thanks for using our blog. The Internal Revenue Service (IRS), not Social Security, issues the Economic Income Payments. Social Security cannot answer EIP questions about your specific situation. Check out our Social Security and Coronavirus web page for more details. We hope this helps.

  7. Michael Briley

    Will our 2020 SS 1099 arrive before the end of January.

    • Sue

      Hi, Michael. Thanks for using our blog to ask your question. We mail a Social Security 1099 each January to people who receive benefits. It tells you how much Social Security income to report to the IRS on your tax return. A replacement SSA-1099 for 2020 will be available after February 1, 2021. At that time, you can instantly download a printable copy of the tax form by logging into or creating a free my Social Security account. Check out our Frequently Asked Questions web page for additional information. We hope this information is helpful.

  8. Catherine Hicks

    Am I able to get my 2021 1099 online

  9. 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?

    • 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!

  10. 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?

    • 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!

Comments are closed.