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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Henry G.
If you aren’t mailing the 1099 form out anymore & one can get it in the govt. web page , that’s a grate advance for millions of retirees.
I’m presently living abroad, in my case in particular how can I get it from now on, I can not open an acct in the SSA web page due being out of the States, the system automatically rejects you for been abroad.
Any legal explanation, please.
Thank you
john
Need some help On reporting a death of a veteran who was retired and living in Korea and was receiving SS benefits. Can that be reported to the Office In Manila and what paper work is required so that his spouse can file for benefits and what forms need to be submitted. Thank you
R.F.
Thank you for contacting us John. You cannot report a death or apply for survivors’ benefits online. We ask that customers living abroad contact their nearest U.S. Embassy for assistance. This link includes the email address and telephone number of the U.S. Embassy in Manila. Also, our Office of International Operations home page provides more information to assist our customers living abroad.
tony
Here is another example of the SSA giving away free SSDI money. Social Security Disability Insurance program was passed in 1949. The SSA never updated their insured status to meet the law. The fully insured status was elapsed for every year after 1951. People disabled shortly after 1951 and we’re over 31 didn’t need all 40 credits to be fully insured. That period has long gone and the SSA is still treating new applicants over the age of 31 as fully insured that do not have 40 credits.
The Disability Insurance program has four rules. Under Rule 1, the first part is that they must be fully insured. Fully insured is 40 credits.
https://www.ssa.gov/OP_Home/cfr20/404/404-0130.htm
Rule 2 for people under 31 is the same. They must be fully insured. Fully insured is 40 credits now.
This is how the SSA should determine if they are fully insured under the law.
“(b) How many QCs you need to be fully insured. (1) You need at least 6 QCs but not more than 40 QCs to be fully insured. A person who died before 1951 with at least 6 QCs is fully insured.” https://www.ssa.gov/OP_Home/cfr20/404/404-0110.htm
(c) How a period of disability affects the number of QCs you need. In determining the number of elapsed years under paragraph (b) of this section, we do not count as an elapsed year any year which is wholly or partly in a period of disability we established for you. For example, if we established a period of disability for you from December 5, 1975 through January 31, 1977, the three years, 1975, 1976 and 1977, would not be counted as elapsed years.” https://www.ssa.gov/OP_Home/cfr20/404/404-0110.htm
A period of Disability would not be counted as a elapsed year under paragraph (b)
tony
SSDI wouldn’t go broke if the SSA follow the law and kicked all those people off SSDI.
Then the SSA can recover any overpayments.
tony
The years started to elapsed after 1951. All of those years have elapsed before 1977 and no one has been under a period of disability before 1977 to extend it.
For State and Local Governments pension plans, you must be fully vested before you can collect disability off the pension plan. Fully vested mean you have fully vest in the retirement in order to collect the disability benefits.
tony
Here are more examples of the SSA giving away free money. When they turn 62, their fully insured ends. They need to be switch over to early retirement and you need to pay them less. Their early retirement at age 62 is a lot less than their disability payments. Why is the SSA waiting for their full retirement age and paying them more Social Security retirement benefits.
They could apply for early retirement at age 62 or collect nothing if they want to wait until 65. Their fully insured ends at age 62, so they are not eligible for Medicare either. They need to apply for Medicaid if they are poor and have limited resources.
The SSA needs to kick both SSDI and SSI beneficiaries onto early retirement at age 62 and not just SSI beneficiaries.
“How we determine fully insured status for a period of disability or disability insurance benefits.” https://www.ssa.gov/OP_Home/cfr20/404/404-0132.htm
“(a) If you are a woman, or a man born after January 1, 1913, the period of elapsed years in § 404.110(b) used in determining the number of quarters of coverage (QCs) you need to be fully insured ends as of the earlier of—
(1) The year you become age 62; or
(2) The year in which—
(i) Your period of disability begins;
(ii) Your waiting period begins (see § 404.315(d)); or
(iii) You become entitled to disability insurance benefits (if you do not have to serve a waiting period).” https://www.ssa.gov/OP_Home/cfr20/404/404-0132.htm
tony
Social Security Act §223(c)(1)(A)
Definitions Of Insured Status And Waiting Period
(c) For purposes of this section—
(1) An individual shall be insured for disability insurance benefits in any month if—
(A) he would have been a fully insured individual (as defined in section 214) had he attained age 62 and filed application for benefits under section 202(a) on the first day of such month, and
https://www.ssa.gov/OP_Home/ssact/title02/0223.htm
They have to first meet the 40 credits requirement under Section (A) and not just have the credits needed for Section B.
tony
The SSA can probably save over a billion dollars if it followed the law and kick all those people without 40 credits off the Social Security Disability Insurance roll.
tony
The Child Labor Law doesn’t prohibit a child from working. If you are working, then you have to pay FICA taxes. FICA taxes aren’t exempt for children. They can earn 40 credits, 6 credits earned in the 3-year period ending when your disability starts for people under 24 years old in subparagraph (B)
R. J.
I wanted to ask a question regarding what amount of dividends my granddaughter can receive without filing a return.
R.F.
For tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040. We hope this helps.
amjcer
The way to discover pretty much everything there is to know related to car repair in 4 simple and easy steps.
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Takaphan j.
Send my ssn benefit at my adrass new Thailand 47230! Please
R.F.
Hi. We do not have access to personal information, we do not do direct messaging in this venue. Remember, never post personal information on social media. For assistance related to your Social Security benefits, and to report your new change of address, please contact your local U.S. embassy or consulate. Also, our Office of International Operations home page provides more information to assist our customers living abroad. Please see our publication “Social Security — Your Payments While You Are Outside the United States”. Thanks!
Neena W.
Thank you … for the updated information …
Gratefully appreciated …
Hospitals &.
There is considerable concern that the President is discriminating against people on the basis of foreign nationality in order to commit crimes against the victims of Obama/Hillary administration authentication fraud regarding identification documents that leaves many native born, naturalized and immigrant people stateless. At least he’s not a vegetarian like Hitler and there is no mistaking Trump for a civilian leader concerned about the animal cruelty of kosher butchers. It looks like the President repealed his quip in an executive order regarding protecting SSA applicant gun purchasing rights, under my snoopy Nader “government in the corporate interest is a fascist” smelling nose. We don’t want local offices to be the next site for rampage shootings. We in fact, as social insurers of the victims and in inappropriate citation of Obergefell v. Hodges (2015) hope the Warfarin manufacturer will pay $1 million + the inheritance of the perpetrator Omar Mateen for victim compensation of 200 victims of the Pulse Nightclub shooting http://www.title24uscode.org/salman.htm
The President seems to be under the same influence that Obama was under when he took office in a bloodbath of foreign civilians killed by the US military – the ATTB in the Republican death row stronghold in Cincinnati from whence he hired a bunch of low-brow Marines, to make up for his failure to pass the PFT, and consequential inability to perform higher level intellectual and accounting functions, due to the other stupid and violent things and ways of thinking that recruits learn in basic training. The risk of use of interstate commercial facility in the commission of murder for hire is redressed by relocating ATTB to a legal marijuana state and changing the name of the agency to ATM.
The President is in error to enforce enforcement, enforcement needs to be abolished under the Slavery Convention of 1926, otherwise is to incite ethnic violence in contravention to Art. 20 of the International Covenant on Civil and Political Rights. Furthermore, immigration law is malum prohibitum and enforcement thereof is particularly malum in se, true crime. What the President wants to do is sell undocumented pedestrians the $10 fingerprinting promised in the US Constitution, and give all sorts of officials the authority to sell people identification and immigration documents at regular prices. This is explained in Section 18 Regular Priced Travel and Identification Documents
a. A refugee is someone who is unable or unwilling to return to their country of origin owing to a well-founded fear of being persecuted for reasons of race, religion, nationality, membership of a particular social group, or political opinion. A stateless person is someone who is not considered as a national by any state under the operation of its law. The term stateless person describes the rapidly growing population of United States citizens born and naturalized in the United States and nationals at some stage in the naturalization process, who have been denied identification documents due to impossible bureaucratic red tape to elicit extortionate fees to replace documents lost, stolen or mutilated. The epidemiological paradox is that Hispanics, with a large undocumented population, live longer and are healthier although poorer, than other people in the United States.
b. More than 4 million social security cards have been issued to newborns during Republican administrations and less than 4 million births have been recorded during Democratic administration since 1989. Everyone born in the United States of foreign parents is entitled to be naturalized a US citizenship at birth under the Convention on the Reduction of Statelessness (1961) and the equal protection section one of the Fourteenth Amendment to the United States Constitution.
c. Common Article 26 of the Conventions Relating to the Status of Refugees and Stateless People of 1951 and 1954. Common Article 28 requires States to issue to refugees and stateless persons lawfully staying in their territory travel documents for the purpose of travel outside their territory, unless compelling reasons of national security or public order otherwise require. Common Article 29 ensures 1. States shall not impose upon refugees or stateless persons duties, charges or taxes, of any description whatsoever, other or higher than those which are or may be levied on their nationals in similar situations. 2. Nothing in the above paragraph shall prevent the application to stateless persons of the laws and regulations concerning charges in respect of the issue to aliens of administrative documents including identity papers.
d. Citizens born and naturalized in the United States have a right to purchase United States passports at normal price. The United States is liable to refund individuals for thousands of dollars of bribes they were forced to make since 2010 for fake ‘original’ naturalization papers, artificially needed for foreign born and naturalized citizens to purchase a passport, as the result of the unconstestable battery of false authentication features, in violation of 18USC§1028. The disclaimer on the free copies of naturalization papers provided by US Citizenship and Immigration Service (USCIS) should be removed. Stateless citizens must be sold identification and travel documents at normal price under Common Article 29 of the Conventions Relating to the Status of Refugees and Stateless Persons of 1951 and 1954 respectively.
e. Immigrant visas are issued under 8USC(12)§1153. Work visas are issued under 8USC(12)(II)(III)§1202 through a withholding of income tax on the wages of nonresident aliens under 26USC(A)(3)(A)§1441. The prices however have to be fair. The Canadian refugee agency argues for a $500 fee. The Constitution prices travel documents at $10 in Art. 1 Sec. 8 that would be fair for fingerprinting and issuing temporary travel documents to otherwise undocumented pedestrians crossing the borders on the basis of a bilateral international background check of their fingerprints.
Sanders, Tony J. Social Security Amendments of January 1, 2017 HA-1-1-17 http://www.title24uscode.org/ss2017.htm
Sani a.
I am from Ethiopia still I did not received any refund and I don’t have SSN. because of identity thefts now I need your help about my refund & ssn. to my past and future benefits.
R.F.
For tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040. We hope this helps.
Please read “Social Security Number and Card for Non-Citizens”, to learn more on the process and what documents you will need to get a Social Security card. We hope this helps.
DAVID L.
If you worked, you were required to have obtained a SS#. Until you get one, there is no place for the SSA or IRS to credit you for your income and tax withholdings.You might actually owe taxes, and not even be eligible for a refund. If you do not get a SS# because you are afraid of “identity theft”, you should not be eligible to get a job anywhere in the US because your employers are required for you to fill out an I-9 form, and a W-4 withholding form before you are allowed to start to work. If you are an “independent contractor”, then the company you are going to provide services to is required to get your SS# from you so they can issue you a 1099-MISC at the end of the year. They should never pay you until you provide them documentation of your SS#.
Mary
If I got a 1099 how much do I have to pay the Irs percentage wise?
Susan o.
Why are we not allowed to file tax returns??? Both hubby and I are on Social Security and we receive small pension checks.We pay taxes on everything,why can’t we get a refund??? Thank you
Cathy
I absolutely agree with you
R.F.
Our Benefits Planner: Income Taxes And Your Social Security Benefits, provides information on this subject. For general income tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040. Thanks!
DAVID L.
If you did not have any taxes withheld from your pension or SS checks, and did not pay any estimated taxes, there are no taxes for you to have refunded. There are “refundable credits” for certain people who do not have any withheld, but these are people who have “earned income” or are eligible for “child tax credits” or “education tax credits”. Most people on SS or receiving pensions do not qualify for those tax credits and refunds.
R.F.
Please visit our Benefits Planner: Income Taxes And Your Social Security Benefits web page for information on this subject. For tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040. We hope this helps.
DAVID L.
You may not owe anything. Your SS benefits might not be taxable. There is a special schedule that determines the amount of SS benefits that are taxable. At the lower end of the income scale, only 50% of the SS benefits are taxable, but this income is offset by your Standard Deduction $ 6,300/person plus you Personal Exemption of
$ 4,050. Therefore, there would be no tax due for most people who have only $ 20,000 of SS benefits. Even a small amount of pension might not even result in a tax due.
R.F.
Some people who get Social Security must pay federal income taxes on their benefits. But, no one pays taxes on more than 85 percent of their Social Security benefits.
You must pay taxes on your benefits if you file a federal tax return as an “individual” and your “combined income” exceeds $25,000. If you file a joint return, you must pay taxes if you and your spouse have “combined income” of more than $32,000. If you are married and file a separate return, you probably will have to pay taxes on your benefits.
See Benefits Planner: Income Taxes and Your Social Security Benefits for more information.