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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Mrs d.
What is the best way for elderly persons without computers to obtain replacement 1099 forms? My dad did not think he needed it, and threw it away. He does not have a computer, and the phone is beyond him too.
Ray F.
Your dad will have to contact the local Social Security office. Beneficiaries residing in the United States, can get a replacement form SSA-1099 by:
Using a my Social Security account;
Calling our toll free number at 1-800-772-1213 between 7 a.m. and 7 p.m. Monday through Friday; or
Contacting their local Social Security office.
ANITA B.
SEND MY REPLACEMENT STATEMENT FORM-1099 TO ANITA B WARREN, 2004 E HAMILTON AVE, TAMPA, FL 33610,
Kimberly K.
Hi, my dad passed last May. My mom needs his 1099 for her tax filing, but we never received it. How can we get a replacement copy? Thanks!
Ray F.
We’re sorry to hear about the loss of your father Kimberly. In certain cases, we may disclose SSA-1099 information from the record of a deceased person, only to a survivor of the deceased and only if we are able to establish the relationship of the survivor to the deceased based on SSA records. Your mother will need to go into the local Social Security office with proper identification and supporting documents to make a request for a replacement SSA-1099. If you need more information, call our toll free number at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday, between 7 a.m. and 7 p.m. and ask a representative for assistance. We hope this information helps.
Donny
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James G.
It appears my post has been removed, so here it goes again.
What ever you do , don’t file on -line. Here is why. It is long, but worth the read.
The Social Security Administration Would Frighten Franz Kafka and Amuse “Ernestine.”
It might seem a stretch to conflate the Social Security Administration with the writer Franz Kafka, the author of TheTrial and the Castle , and the comedienne Lily Tomlin’s portrayal of “Ernestine”, a phone company “spokes person,” but walk with me down absurdity lane.
In his two works, Kafka focuses on the absurdity of the world exacerbated by anonymous, domineering, insensitive bureaucracies pursuing governmental policies that are at best illogical and at worse, patently unfair, unforgiving, and often deadly. Lilly Tomlin’s “Ernestine”, frequently opined disdainfully about customer complaints by saying, “ we don’t care, we’re the phone company.” These two themes, faceless bureaucracies inefficiently and unfairly doing a government’s business, reinforced by a monopolistic attitude of not caring about citizen redress, applies to the Social Security (SS ) Administration. As a Kafkaesque governmental entity its leadership doesn’t care about legitimate complaints , because , to channel “Ernestine”- “we don’t care, we’re the Social Security Administration”.
A recent article in the Baltimore Sun highlighted the absence of a permanent Social Security Administrator, and that there is a 20 month backlog in reviewing disability claims. For me, this backlog has nothing to do with a lack of leadership or personnel, but is a deliberate ploy to stone wall legitimate claims so as to make the claimant go away because of sheer despondency at getting a resolution to the appeal.
I am a retired Baltimore Police Sergeant and when working I did not contribute to the SS system. But after retiring I earned enough quarters to qualify for SS benefits and consequently Medicare. I applied , on- line, for benefits on January 3rd 2010, and answered yes to the questions regarding pension benefits. In an anonymous letter dated March 15, 2016, SS stated that I allegedly owed $27,577.00 in over payments based on the Windfall Elimination Provision because of my pension, and I had 30 days to repay. I say allegedly when I refer to any of the figures quoted by SS because I have no idea of their accuracy. Included with the letter was a repayment envelope and I didn’t have to use a stamp-how considerate. Now this SS saga became Kafkaesque, instead of just consummate incompetency.
SS has a multitiered appeal protocol. I filed on March 29, 2016 and stated SS was at fault for the alleged overpayment. Naively, I thought requesting an informal meeting, per a SS’s appeal protocol, would resolve the issue. Approximately eight months later, in a letter dated November 15, 2016, SS admitted fault in processing my application without taking into account my pension. However, I would be getting a letter explaining my “new overpayment”- a decision that I could again appeal. These SS letters are sent regular snail mail with SS assuming you get them without proof of delivery. Nice gambit, particularly when you are given a 30/60 day window to appeal.
A letter dated January 24, 2017 claimed I allegedly owed $23,841.00. No mention of my informal meeting request or that the alleged overpayment added to my gross income for tax purposes. SS used $3,736.00 of my benefits to recover part of the alleged overpayment, and if I didn’t remit the $23k plus in 30 days, my entire SS benefit would be used to recover the money.But, I could appeal for a hearing before an Administrative Law Judge (ALD) to contest.
This depressing Kafkaesque joke became more surreal. On February 2nd, I submitted an appeal for an ALD hearing with supportive documentation to my assigned SS office. On Saturday , February 4th, I received a letter from SS ,dated February 3, 2017, and with this letter the hammer fell . My benefit was terminated effective the March 2017 payment, including my Medicare premium, until November 2020. Consequently,I will have to pay out of pocket for my Medicare health coverage and I recently received the first premium bill with billing date if 1/27/2017. Meaning, that SS /Medicare processed a premium bill 3 days after the date of the last SS letter I received stating I could appeal. So much for this scam of an appeal system. The insane thing is that there are two more appeal steps I am entitled to, but I know what they are worth. Your appeal is denied even before your appeal steps are exhausted, and you are punished accordingly based on an anonymous whim. – Kafka smiles in his grave.
Compared to what many Americans experience at the anonymous “hands” of the Social Security Administration, my SS absurdity pales, but it exemplifies what the Administration thinks of the American public, “we don’t care, we are the Social Security Administration.”
Edward S.
MY WIFE RECENTLY APPLIED FOR SOCIAL SECURITY AND WOULD LIKE TAXES DEDUCTED FROM HER DISTRIBUTION. HOW DOES SHE MAKE THIS CHANGE?
PLEASE ADVISE
THANK YOU
Ray F.
Thank you for your question Edward. Please visit our Benefits Planner: Withholding Income Tax From Your Social Security Benefits web page for complete information on this subject.
Joan P.
I never got my 1099 for taxes in the mail or my new cost of living increase. I have tried to create an account twice and it says it doesn’t exist. Can you please send me one of each? my address is current on your file.
Ray F.
We apologize for the inconveniences Joan. If you are having difficulties with your personal my Social Security account, please call 1-800-772-1213 for assistance. After you hear “Briefly tell me why you are calling,” say “Help Desk” for help with a my Social Security account. At the same time, you can also request a copy of your SSA-1099 form and a copy of your benefit verification letter for 2017. Or you can contact your local Social Security office directly. Thank you.
Jackson
i have 7 cxc 0’level passes including math and english, i don’t have a certificate for I.T, but i have had jobs which consisted of data entry and was also a data operator for customs and excise, my question is what qualifies for the IT personnel job?
http://www.blueprintonsite.com/koperasi-pinjaman-uang-di-bandung-tercepat/
tony
The SSA disability calculation and the disability calculator are incorrect and costing taxpayers billions.
The Disability Freeze eliminates the years of disability where your PIA is the same as your retirement at age 62.
Your calculator only is set for you to stop working at age 62. This messes up the calculation.
The disability benefits is more than doubled the retirement benefits at age 62.
Using the calculator, enter all the earning up to 2016. The calculator will give you an amount.
If you give it the same earning amount, but end it a year early in 2015, the amount would increase for disability.
If you stop work in 2015, but you were not disabled until 2016, then your benefits amount would decrease instead of increase.
The year of no earning would be added since you are not disabled and under the Disability Freeze. The amount of disability benefits would decrease instead of increase.
I get the free disability money. Under the law, the SSA cannot recalculate my benefits and give me less.
tony
It is actually 2014 and 2015 and not 2015 and 2016.
I take off the 2015 earning and place it before the other earnings leaving 2015 blank.
The no earning for 2015 should decrease the disability benefits if you are not disabled, but it increases it.
tony
The calculator subtracts a year from your AMIE, even though, it was not a period of disability and increasing your benefits.
tony
If they use the IT program calculator, then the beneficiaries might get over paid. They have to do it manually.
The PIA is the year after the waiting period. If it took them two years to get approved. You would use the PIA for 2015 instead of 2017. Using the PIA for 2017 would increase their benefits and overpay them.
tony
I have a degree in accounting and this is a very easy basic accounting mistake to spot.
tony
The first bend point for 2015 is $826 and the first bend point for 2017 is $885. This is a different of $59. 90% of $59 is $53 at the first bend. 32% of $59 is $19 at the second bend. They could be overpaid by up to $34 at the first two bend.
Barbara J.
Already left a comment kid. Grow up when it comes to Government Medicare Laws. I am an Independent Woman in Killeen,Texas with her own Retirement, Survivors, and Disability. Do not live in Temple no more, live right here in Killeen, second time around at 1136 Royal Crest Killeen, Texas. Be cool and Have a nice day! My friends Robert Lopez and Tonja Dulin will help you if you have any questions about I,My dad Edward Harper, and my daughter Destiny Elizabeth Harper, that currently goes to school in San Antonio, where her Auntie Debi babysits her. Though I as her mother is the one with the Federal Social Security Money. Be cool now! Barbi Jean Harper age 41 or Ms. Barbara Jean Harper
Celine E.
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