No Need to Visit a Field Office: Replace Your SSA-1099 Benefit Statement Online
Reading Time: 2 MinutesLast Updated: November 3, 2023
We’re with you through life’s journey, putting you in control of your finances and future. Social Security has made requesting or replacing your annual Benefit Statement even easier. The Benefit Statement is also known as the SSA-1099 or the SSA-1042S. Now you have the ability to download it anytime and anywhere you want using our online services. There’s no need to visit a field office.
An SSA-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 IRS on your tax return.
If you currently 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 with a personal my Social Security account.
A replacement SSA-1099 or SSA-1042S is typically available for the previous tax year after February 1.
If you already have a personal my Social Security account, you should access your online account and go to “Replacements Documents” 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 and email it. If you don’t have a personal my Social Security account, creating a secure account is very easy to do and usually takes less than 15 minutes.
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 instead. The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI).
Securing today and tomorrow isn’t always easy, but Social Security continues to improve our customer service with easy to use online features. Visit our website for more information.
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Tags: my Social Security, my Social Security account, Social Security taxes, SSI, supplemental security income
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Jim Borland, Acting Deputy Commissioner for Communications
Jim Borland, Acting Deputy Commissioner for Communications
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Lori
My husband’s mother just died, and he can’t find her last year’s SSA – 1099. She never created an online SSA account.
He called, and he was told he had to visit a SSA field office. But those offices are closed due to Covid 19, plus he lives in a different state than his mother.
He’s just trying to file her last year’s tax return, is there no other way to get the missing SSA 1099 other than visiting a field office in person?
Vonda V.
We’re sorry to hear about your loss. The benefit statement is mailed 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 go into the local field office with proof of death and proof of executorship. An SSA-1099 can also be given to someone receiving benefits on the deceased beneficiary’s record such as a spouse, parent, or child of the deceased. Unfortunately, you may need to wait for the offices to reopen. We apologize for the inconvenience.
Walter C.
I have misplaced my statement of what my benefits will be for 2020 , and what my wife’s benefits will be.
Vonda V.
Hi Walter, 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 helps!
Brittany
Need to take off my as payee. Sincerely, adult
Pamela W.
I am desperately trying to replace my SS card and can’t find what address to send the form too. Please advise. This delay could cost me from receiving HUD voucher because I can not get a copy of my card soon enough to them. This has been a nightmare. My 2020 statement does not have my SS# on it this year or it would have worked. Do I send the form to my office here in Oregon or where? And why is Oregon not able to do this online?
Vonda V.
Hi Pamela, thanks for using our blog. First, realize you may not need a replacement card. You will rarely need to show it. Knowing your Social Security number is what is important. However, if you must get a replacement card, you may be able to apply online. Check out our Frequently Asked Questions web page for details on how to apply for a replacement Social Security card. If you cannot request a replacement card online, call your local office and request that we mail you an SSN printout instead of a replacement Social Security card. We are unable to process replacement Social Security card requests by phone at this time.
Surrhonda J.
Hi my name is surrhonda johnson wesley. I need a rewards letter to be sent to my address 1420 mulberry street 50309 my email address us sinnerjay2221@gmail.com
Vonda V.
Hi Surrhonda, 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 helps!
David H.
Listen:
SSA in Waco, TX has its doors locked up tighter than a drum. I need the SSA-4926-SM letter that you mailed out in January 2020. I need this document for a home closing. I tried getting it online and the information for a New Account screwed up on me, as usual for government.
My phone number is 254-749-5580. I need to contact someone tomorrow. I can NOT wait 5-10 buisness days to get a temporary Password. Please help me get this done.
Kathleen H.
I need a SSA-1099 for my deceased Mother for 2019. She died Sept. 16, 2019. Her payments were sent to her nursing home. I cannot sign on to My Social Security. Her name was Anne A. Murtagh social security number *** – ** – ***.
My mailing address is Kathleen Hannon, Esq., 6 Standish DRive, Scarsdale, NY 10583. Phone 914-472-2380.
Please help
Vonda V.
We’re sorry to hear about your loss, Kathleen. The benefit statement is mailed 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 go into the local field office with proof of death and proof of executorship. An SSA-1099 can also be given to someone receiving benefits on the deceased beneficiary’s record such as a spouse, parent, or child of the deceased. Unfortunately, you may need to wait for the offices to reopen. We apologize for the inconvenience.
Daneta D.
Need a awards letter on Daneta Driver. The social security number is *** – ** – ***
Vonda V.
Hi Daneta, thank you for using our blog. Please check out our Frequently Asked Questions web page for details on how to get a benefit verification letter. We hope this helps!
Maureen O.
I need a duplicate SSA-1099 statement for my taxes.
Vonda V.
Hi Maureen, thank you 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.
Carolyn j.
I need a copy of my 2018 form ssa 1099 for refinance a home
Vonda V.
Hi Carolyn, thanks for using our blog. Check out our Frequently Asked Questions web page on how to obtain a replacement 1099 for 2019. 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.
If it is a 2018 SSA-1099 that you need, call us at 1-800-772-1213 for assistance 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.