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

Comments

  1. Adele M.

    Can someone PLEASE help me…I want to make an appointment to come into the SSA office, York, PA on June 5, 2018. Limited access to computer and want to talk to someone, regarding retirement.

  2. Molly K.

    My mother-in-law does not use email and can’t keep track of things very well. I can’t believe that the only way to request a copy of her SSA-1099 is to set up an account and provide a valid email. That is crap. There has to be an alternative for old people.

  3. Humbert s.

    Please send me my social security award letters for myself and my husband. We are applying for a mortgage and do not have proof of income of our social security payments.
    Please call us Patricia Sciarrone and husband Humbert Sciarrone phone # 386 957 3184.

  4. beverly C.

    Hello,

    I am trying to renew my drivers license, and they require a 1099 from social security. I have one from 2017. My question is will the 2018 1099 be mailed this coming January??? or have you already mailed to us. I thank you in advance for your help.

    • R.F.

      Hello Beverly, a form SSA-1099 is a tax form we mail 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 need a replacement form SSA-1099 for 2017, you can get a replacement quickly and easily by using your personal my Social Security account. Thanks!

  5. James V.

    How do I obtain a copy of my deceased mother’s 1099 for 2017?

    • R.F.

      We’re sorry to hear about the loss of your mother, James. You or the executor will need to go into the local field office with proof of death and proof of executorship and request a replacement Form SSA-1099.
      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.
      Please call our toll free number at 1-800-772-1213 (TTY 1-800-325-0778) if you need further assistance. Representatives are available Monday through Friday, between 7 a.m. and 7 p.m. Thanks.

  6. Maurice D.

    I’m trying to get copy of my mother’s SSA-1099 for taxes

    • R.F.

      Hello Maurice, Social Security records are confidential and we do not disclose information, unless we have proper authorization or consent. If your mother needs helps managing her Social Security benefits, you may be interested in applying to become her Representative Payee.
      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.
      In either case, you will have to submit a request for a replacement SSA-1099 directly to your local Social Security office. You will be required to provide proper identification and supporting documents.
      We hope you understand our role in protecting everyone’s personal information. Thanks!

  7. Betty E.

    I need a replacement of my 2018 Social Security Award Letter

  8. Lynnsay T.

    I need a corrected SSA-1099 form for my deceased spouse. He was given disability benefits which came after he died, and the total amount was reclaimed. The form says he got the money.
    I can’t go on line. The field office sent a request. My only option is to call the 1-800 number because his account has been shut down. I have called six times over 3 months and have been promised a corrected form, promised a call from a supervisor. No corrected form. No call. Each time I call it takes 25 – 80 minutes.

  9. Bobbie H.

    How can I change the tax withdrawal amount from my monthly social security payment?

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