Online Services, SSI, Taxes

No Need to Visit a Field Office: Replace Your SSA-1099 Benefit Statement Online

February 2, 2017 • By

Reading Time: 2 Minutes

Last Updated: November 3, 2023

man on laptop 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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About the Author

Jim Borland, Acting Deputy Commissioner for Communications

Jim Borland, Acting Deputy Commissioner for Communications

Comments

  1. John

    Why is the Tax Form SSA-1099/SSA-1042S not available online?
    It seems that you can get REPLACEMENT forms online, but not the current year.
    I read that it is mailed out at the end of January, but I would have liked to do my taxes early in January, and need the form.

  2. thomas j.

    waited on the phone 30 minutes then got hung up on. I can’t remember My Account sign in or password. so i’m locked out for online statements and info. please help

    • Susan

      Hi, Thomas. Thank you for reading our blog and for your question. Please take a look at our Frequently Asked Question with instructions on how to retrieve or change your username or password for your my Social Security account. If these don’t help, you can call our my Social Security Help Desk at 1-800-772-1213 Monday through Friday, 8:00 am – 7:00 pm. At the voice prompt, say “helpdesk”. Our call volume and wait times are longer than normal, so please be patient. Thanks!

  3. Jonathan E.

    I am trying to obtain a replacement 2017 1099 form for my mother in law, who passed away in 2018. My wife has sent you two letters in the last two months and we have not received any response. We urgently need this form because we have a December 30 deadline with the California Franchise tax board to submit this information.

    • Vonda

      Hi Jonathan, thanks for using our blog. You can contact 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.

  4. R H.

    How can a personal representative of a deceased person obtain that person’s lost SSA-1099 so an estate tax return can be prepared? Thank you.

    • Vonda

      We are very sorry for your loss. Please contact 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.

  5. Jordan D.

    You do realize that this is both partially incomplete and partially false, right?

    You also realize that we are unable to obtain past years’ information and that forms to do so are hidden from view, correct?

    Is there a public reason that the site is dishonest, other than herding people like cattle to the online site (which doesn’t work half the time for clients applying for a new account), and not wanting to provide easy access to previous information, reducing your workload and limiting the budget?

  6. Dyanne b.

    I need to change my address but the website won’t let me ,I have not received my 2019 benefit statement because I believe ssa has the wrong address,I need the 1099 to submit my tax return ,due in two days what do you suggest?

    • Vonda V.

      Hi Dyanne, thanks for using our blog. Check out our Frequently Asked Questions web page for details on how to change your address. We hope this helps!

  7. Philip A.

    I need a replacement 1099 for my deceased father (Harold W. Gilbert). How can I obtain one?

  8. Roger R.

    please help me get my wifes ssa-1099 for the year 2017. her name is Marjorie Rengifo Arevalo. social security number is XXXXXXXXX. we requested a replacement almost three months ago, but it has not arrived yet.
    our address is 902 North 1250 East tooele Utah 84074

    • Vonda V.

      Hi Roger, thanks for using our blog. To request an SSA-1099 for 2017, your wife will need to 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.

  9. Laston G.

    Did that twice, trying to get a copy of my 1099 in “Replacement Documents”, not there only replace cards

    • Vonda V.

      Hi Laston, thanks for using our blog. Sorry to hear about the difficulties you are experiencing with your my Social Security account. You 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.

  10. Geri M.

    Need copy of original award letter. Geraldine Mantooth

    • Geri M.

      Need copy original award letter

      • Debra J.

        My name is Debra Jordan. I need a copy of my award letter. What ever I need to do please let me know.

        • Vonda

          Hi Debra, thanks for using our blog. Check out our Frequently Asked Questions web page for details on how to get a benefit verification letter. This letter is sometimes called a budget letter, a benefits letter, a proof of income letter or a proof of award 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 proof of income letter. We hope this helps.

          • Ileana v.

            I need a replacement social security card

          • Vonda

            Hi Ileana, thank you for your question. 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. Check out our Social Security and Coronavirus web page for details on getting help with your Social Security number. We hope this helps!

      • frederick g.

        i need a replacement copy of my 2020 awards letter

        • Vonda

          Hi Frederick, thanks for using our blog. Check out our Frequently Asked Questions web page for details on how to get a benefit verification letter. This letter is sometimes called a budget letter, a benefits letter, a proof of income letter or a proof of award 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 proof of income letter. We hope this helps.

    • Dale

      I need a 2020 Award Letter I am in the middle of buying a home.
      Thank You Dale Marie Byrd

      • Vonda

        Hi Dale, thanks for using our blog. Check out our Frequently Asked Questions web page for details on how to get a benefit verification letter. This letter is sometimes called a budget letter, a benefits letter, a proof of income letter or a proof of award 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 proof of income letter. We hope this helps.

    • Daniel L.

      I need my spouses 1099 for completing our 2020 taxes

      • Vonda

        Hi Daniel, thanks for using our blog. Social Security mails the SSA-1099 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.

        Check out our Frequently Asked Questions web page for options on receiving an instant replacement SSA-1099 beginning February 1st. We hope this helps!

    • Mary M.

      I need a award letter for 2020

      • Vonda

        Hi Mary, thanks for using our blog. If you’re asking about the SSA-1099 for 2020, Social Security mails them 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.

        Check out our Frequently Asked Questions web page for options on receiving an instant replacement SSA-1099 beginning February 1st. We hope this helps!

Comments are closed.