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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Maria A.
I need a copy of the Social Security Benefit Award Letter so I can mail it with my Medicare Part B Reimbursing Form
I was on the phone waiting for an hour. Please HELP!!!
V.V.
Hi Maria, thank you for your question. You can get a benefit verification letter online instantly by using your personal my Social Security account. This letter is sometimes called a budget letter, a benefits letter, a proof of income letter or a proof of award letter. To set up your account, visit the my Social Security web page and select, “Sign In or Create an Account.” You will need to provide some personal information to verify your identity, choose a username and password and follow the rest of the steps to finish creating your account.
Once you create your account, scroll down to the Benefits and Payments section and choose “get benefit verification letter” where you can instantly view, print, or save your official letter.
If you are unable to create an account or encounter a problem, 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 you can contact your local Social Security office.
john r.
how do I get a appointment at ssa office in Orlando,fl?
V.V.
Hello John. We currently do not have an online appointment scheduler. However you do not need an appointment to file for benefits or appeal a disability decision. You can file for the following benefits online:
•Retirement;
•Medicare; and
•Disability.
If you do not want to apply for benefits online, or you need to speak to us for any other reason, you can schedule, reschedule or cancel an appointment by:
•Calling us at 1-800-772-1213 (TTY 1-800-325-0778) between 7 a.m. to 7 p.m., Monday through Friday; or
•Contacting your local Social Security office. Thanks!
Michael L.
I can not sign on, I’m told to correct my information. What am I missing?
K.O.
Hello Michael. Sorry to hear that you are having difficulty signing on to my Social Security account. If you are still having trouble, please call our dedicated my Social Security – Hotline. To reach this hotline, call 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 “help desk” or contact your local Social Security office. Thanks!
Barbara B.
I am trying to print benefit letter, need it for income verification but it keeps telling me my user name and or password are incorrect. So it locked me out, so very frustrating, I called but there is an hour wait. I need this piece of paper but how do I get it????????????????
Mary S.
I need a blank copy of Form SSA-1099 for 2017. I need to see the back of the form to read the information to see if any of my client’s social security benefits may be taxable. I cannot seem to access this form on the website, and the call wait is very long. Please email me a copy of the back of the Form SSA-1099 for 2017.
Thank you
V.V.
Hi Mary, thanks for using the blog to ask your question. Our Benefits Planner: Income Taxes and Your Social Security Benefit web page provides details on when a beneficiary may have to pay federal income taxes on their Social Security benefits.
Katherine W.
Thank you so much for your help.
Katherine W.
How do I go about collecting my aunt’s death benefits?
V.V.
Hi Katherine, we are very sorry for your loss. If your aunt worked long enough into Social Security, there may be certain family members eligible for survivor benefits on her record such as a spouse, divorced spouse, child and parents. If there are no eligible survivors, any unused money goes to the Social Security trust funds.
If there is an underpayment payable on your aunt’s record, we may pay it to a family member or legal representative of the estate. For more information on the order of preference and to file a claim for the amounts due in the case of a deceased beneficiary, please visit our webpage titled: Claim For Amounts Due In The Case Of Deceased Beneficiary. Please take or send the completed form to your local Social Security office. If you have any questions, call us toll-free at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m.
LIz
I need to get copies older than 2017 (2015 and 2016), but the “contact us” link does not work, and there is no way to send a message in the message center. I do not want to sit on hold for another hour. please advise how to request the older 1099 forms.
thanks
V.V.
Hi there. If you are unable to request it online, 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. or you can contact your local Social Security office.
Raymond R.
Send award letter
V.V.
Hi Raymond. You can get a benefit verification letter online instantly by using your personal my Social Security account. This letter is sometimes called a budget letter, a benefits letter, a proof of income letter or a proof of award letter. To set up your account, visit the my Social Security web page and select, “Sign In or Create an Account.” You will need to provide some personal information to verify your identity, choose a username and password and follow the rest of the steps to finish creating your account. Once you create your account, scroll down to the Benefits and Payments section and choose “get benefit verification letter” where you can instantly view, print, or save your official letter.
If you are unable to create an account or encounter a problem, 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 you can contact your local Social Security office.
BARBARA S.
HOW DO I GET COPY OF MY SS INCOME
K.O.
Hello Barbara. For proof of your Social Security benefits, Supplemental Security (SSI) Income or Medicare, you can request for a Benefit Verification letter online using your personal my Social Security account. Hope this helps. Thanks!