Online Services, SSI, Taxes

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

February 2, 2017 • By

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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

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Comments

  1. nancy g.

    I am seeking a statement showing my benefits for 2018

  2. tom

    what does ‘previous tax year’ mean? The immediately previous year? Any previous year?
    You mislead unintentionally.
    I needed the form for 2016 as a lump sum adjustment was paid in 2017 for 2016.
    Previous year misled me to believe I could access what I needed.
    I cannot.
    Additionally, someone should let customers know their password expires. That was another long wait on the phone for help which could have been avoided.
    You want to get paid? Make it easier for us who PAY to access our information so we can fill out our IRS forms.

  3. Cathy S.

    I was blocked from preventing an acct. which I need to access my ssa-1099. (I moved at the end of 2017, plus my mother has been critically ill for the past several months. My 1099 form seems to have gotten lost in the shuffle). In attempting to open an account, I was asked “security” questions regarding 10 year old phone phone #s which I could not remember, and car or mortgage payments differing by just a few dollars which I also do not remember (I pay those bills electronically so it takes care of itself, so to speak). There has to be a better way to do this!!!!!

    • R.F.

      If you are unable to create an account or encounter a problem with your my Social Security account, you may:
      •Call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m. At the voice prompt, say “helpdesk”; or
      •Contact your local Social Security office.
      if unable to use your account, you can still get a replacement Form SSA-1099 by calling us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m. Or contacting your local Social Security office. Thanks.

  4. Jimmie A.

    I need a copy of my Form SSA-1099

  5. Linda

    I need a copy of my Retirement statement for 2017 from SERS in Harrisburg, PA. How can I get it through my e-mail address?

  6. Tawanna D.

    Why is the wait long for cases to be reviewed dont you have a policy that time is of essence to review and change any amounts that are not accirate in timely manners. Thanks for listening. Tawanna Parlor here still today sich has the now and future. Ists not pretty but insurance and bills must be paid has well has taxes.

  7. Ernie T.

    I did not receiv my ssa 1099 for year 2017, so I need replacement . HoHow can I get replacement?

  8. Ernie T.

    I did not receiv my ssa 1099 for year 2017, so I need replacement .

  9. Carolyn M.

    I cannot access my account to get a copy of my 1099 for filing taxes. I keep being rejected as unknown when I enter forgot user name and when i input forgot password. I’ve tried three times and get the same response eac h time. HELP

  10. RAYMOND K.

    FINE

Comments are closed.