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. James R.

    Having difficulty setting up My Social Security account.
    Will not take my social number *** – ** – ***.
    I receive my monthly funds under my wife’s name :
    Merrillyn Shroads *** – ** – *** BR
    I only need a copy of my Award Letter asap …
    can you send to my email?
    jimshroads@gmail.com
    Thanks

    • V.V.

      Hi James, thank you for your question. Sorry to hear you are having difficulties with your my Social Security account.

      For assistance with your account and to request an award letter, 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.

  2. Muriel C.

    Can you send me a SSA-1099? Please!

  3. fix M.

    I took away a lot very good points from this post and will definitely save it in my bookmarks.
    Thanks for the effort you took to elaborate on this subject so thoroughly. I look forward to
    future posts.
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  4. David B.

    We need a replacement benefits received tax form for my mother in law for the 2018 tax year. She passed away in February 2018. We either didn’t receive it or misplaced it.

    • V.V.

      We’re sorry to hear about your loss, David. 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.

  5. Susan L.

    I need a 1099 for my deceased mother. Apparently I can no longer access her social security account on-line. How do I go about getting her 1099 so I can file her taxes?

    • V.V.

      We’re sorry to hear about your loss, Susan. 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.

  6. Melissa J.

    My Dad Orva Joe Henry died October 20, 2018. My Mom did not get a 1099 for him for this years taxes. Can I obtain that thru my services or do I need to come in to the field office?

    • V.V.

      We’re sorry to hear about your loss, Melissa. 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.

  7. Tony A.

    My father passed way on Feb. 12th. His bank says we need to get a EIN # to unfreeze his bank account, what do I need to do.

    • V.V.

      Hi Tony, we are very sorry for your loss. Typically, the funeral director notifies us of an individual’s passing by contacting the local Social Security office. To verify this information was reported, and to inquire about his payments, call our toll free number at 1-800-772-1213. Representatives are available Monday through Friday, between 7 a.m. and 7 p.m. or you can contact your local Social Security office directly.

  8. Lucy H.

    Cannot access website.

  9. Kaplan, D.

    I AM DOROTHY KAPLAN’S DAUGHTER, KATHERINE NISHIMORI . PLEASE SEND “2018” 1099 STATEMENT FOR DOROTHY KAPLAN TO MY E-MAIL ADDRESS LISTED BELOW. knishimori@charter.net

    • V.V.

      Hi There. 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. Your mother may want to ensure that her address is correct.

      Your mother can request a replacement 2018 SSA-1099 or SSA-1042S after February 1 using her my Social Security account. If she does not already have an account, she can create one. Once logged in to her account, she selects the “Replacement Documents” tab.

      If she is unable to create a my Social Security account or does not want to request it online, she 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 contact her local Social Security office.

      Because of privacy and security concerns, you will not be able to conduct Social Security business on behalf of your mother unless you are her representative payee. Having a power of attorney, being an authorized representative, or having a joint bank account with your mother does not authorize you to access information on her Social Security record. If your mother does not have a representative payee and she is not capable of managing and directing her Social Security benefits, someone should consider applying to be her payee. To learn more about becoming a representative payee, you can read our publication, “A Guide for Representative Payees” or visit our Representative Payee webpage. You can also call us at 1-800-772-1213 (TTY 1-800-325-0778) to request an appointment.

  10. steve f.

    I haven’t received my 1099 2018.for social security
    I tried to go online but it wont let me log in .
    can I get one mailed to me?

    • V.V.

      Hi Steve, thank you for your question. Sorry to hear you are having difficulties with your my Social Security account.

      For assistance with your account and to request a replacement SSA-1099, 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.

Comments are closed.