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.
Did you find this Information helpful?
Tags: my Social Security, my Social Security account, Social Security taxes, SSI, supplemental security income
See CommentsAbout the Author
Jim Borland, Acting Deputy Commissioner for Communications
Jim Borland, Acting Deputy Commissioner for Communications
Comments
Comments are closed.
Art R.
your account set up is not so user friendly!
Oliver
ou have the ability to download it anytime and anywhere you want using our online services. There’s no need to visit a field office. As we also provide online service for
canon printer shows offline
Edley m.
I did not receive my form to file my taxes
V.V.
Thank you for your question, Edley. Social Security sends the SSA-1099 each year in January to people who receive Social Security benefits using the address they have on file with Social Security.
You can request a replacement 2018 SSA-1099 or SSA-1042S after February 1 using your my Social Security account. If you do not already have an account, you can create one. Once you are logged in to your account, select the “Replacement Documents” tab.
If you are unable to create a my Social Security account or do not want 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.
Richard v.
How do I make an appointment at my local office?
V.V.
Hello Richard. 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!
Anisia P.
How soon can I expect to receive my ssa1099/ 1042 in the mail for tax filing
Anisia Perry
WA. 98499
V.V.
Thank you for your question, Anisia. Social Security sends the SSA-1099 each year in January to people who receive Social Security benefits using the address they have on file with Social Security.
You can request a replacement 2018 SSA-1099 or SSA-1042S after February 1 using your my Social Security account. If you do not already have an account, you can create one. Once you are logged in to your account, select the “Replacement Documents” tab.
If you are unable to create a my Social Security account or do not want 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.
patsy c.
I cannot log into my SSA account. Forget pass word.
A.C.
Hi, Patsy. We are sorry to hear you were having difficulty accessing your personal my Social Security account. We offer a few different ways to reset your password. For more information, check out our Frequently Asked Questions. We hope this helps.
LEROY J.
I NEED A REPLACEMENT SSA-1099 FORM, MY WIFE RECEIVED HERS IN JANUARY AND I STILL HAVEN’T REECIVED MINE.
V.V.
Thank you for using our blog, Leroy. Social Security sends the SSA-1099 each year in January to people who receive Social Security benefits using the address that’s on file with Social Security.
You can request a replacement 2018 SSA-1099 or SSA-1042S after February 1 using your my Social Security account. If you do not already have an account, you can create one. Once you are logged in to your account, select the “Replacement Documents” tab.
If you are unable to create a my Social Security account or do not want 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.
Keith A.
I didnt recieve my 1099 statement for 2018
V.V.
Thank you for your question, Keith. Social Security sends the SSA-1099 each year in January to people who receive Social Security benefits using the address they have on file with Social Security.
You can request a replacement 2018 SSA-1099 or SSA-1042S after February 1 using your my Social Security account. If you do not already have an account, you can create one. Once you are logged in to your account, select the “Replacement Documents” tab.
If you are unable to create a my Social Security account or do not want 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.
Michael w.
Need a 1099ssa for my husband and I we moved
V.V.
Thank you for using our blog. Social Security sends the SSA-1099 each year in January to people who receive Social Security benefits using the address on file with Social Security. Check out our Frequently Asked Questions web page on how to change your address.
You can request a replacement 2018 SSA-1099 or SSA-1042S after February 1 using your my Social Security account. If you do not already have an account, you can create one. Once you are logged in to your account, select the “Replacement Documents” tab.
If you are unable to create a my Social Security account or do not want 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.
Linda B.
This doesn’t explain how to receive a tax form for a deceased person. You cannot set up a MySocialSecurity account with a deceased SSN. I’ve tried calling Social Security office and they just tell me they get too many calls so they can’t take mine. I am my mother’s executor. How can I get a copy of her SS tax form for 2018?
V.V.
We’re sorry to hear about your loss, Linda. The benefit statement is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you do not have access to the mail at that address, the executor will need to go into the local field office with proof of death and proof of executorship. An SSA-1099 can also be given to someone receiving benefits on the deceased beneficiary’s record such as a spouse, parent, or child of the deceased. 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.