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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michael l.
I have NOT received a tax statement for2018
V.V.
Thank you for using our blog, Michael. 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.
Ruth S.
I want to know if my husband’s 1099 was based on 5 months or more, I don’t believe the amounts for his 1099 is correct husband Donald L. Smith SS#*** – ** – *** he passed away June 8, 2018. If it was for 5 months he paid $160.80 for his medicare B premiums that’s why I am questioning it.
A.C.
Hi, Ruth. We are sorry to hear about your loss. For your security, we do not have access to private information in this venue. We ask that members in our Blog community work with our offices with specific questions. You can call us at 1-800-772-1213, Monday through Friday, between 7:00 a.m. and 7:00 p.m., for assistance. Generally, you will have a shorter wait if you call later in the day. You can also contact your local Social Security office. We hope this helps.
LYDIA B.
LOST MY BENEFIT LETTER DATED NOVEMBER 2018 – NEED A COPY TO APPLY FOR MY IRMAA BENEFITS
A.C.
Hi, Lydia. Thanks for your comment. If you need a benefit verification letter, you can view, print, and save your benefit verification letter using my Social Security online. To get your verification letter, visit your personal my Social Security account. For questions regarding your benefit verification letter, we ask that members in our Blog community contact our offices. You can call our toll-free number at 1-800-772-1213 for assistance. Representatives are available between 7:00 a.m. and 7:00 p.m., Monday through Friday. You will generally have a shorter wait time if you call later in the day. We hope this helps.
Charles D.
My mother has dementia and is living in a care facility and can no longer read or write. I have POA over all her affairs. I did not receive a 2018 1099 for her and would like to request another one be sent. Please advise the procedure for doing this. Thank you.
A.C.
Hi, Charles. We are sorry to hear about your mother’s condition. You can call us at 1-800-772-1213, Monday through Friday, between 7:00 a.m. and 7:00 p.m., for assistance. Generally, you will have a shorter wait if you call later in the day. You can also contact your local Social Security office. They can assist with a replacement SSA-1099. We hope this helps.
FrankKoss
I am a rep payee for a person who gets both SSDI and SSI. We either did not get, or can not find, the statement from Social Security needed to file 2018 taxes. Given the statement above “The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI).” , how do we go about getting the information needed to file the taxes?
A.C.
Hi, Frank. You can call us at 1-800-772-1213, Monday through Friday, between 7:00 a.m. and 7:00 p.m., for assistance. Generally, you will have a shorter wait if you call later in the day. You can also contact your local Social Security office. We hope this helps.
Donald R.
I am overdrawn in my bank.So I can’t join for $5.
Alfred R.
As a Benefit Trustee for my 9 year old son, how can I receive a benefit letter for him online? I’m only able to access my information on my social security.
A.C.
Hi, Alfred. Thanks for your question. Thanks for your question. Unfortunately, you can only create a my Social Security account using your own personal information and for your own exclusive use. You are not able to see your son’s information on your own account. When your son is at least 18 years of age, he can create his own account. You can call us at 1-800-772-1213, Monday through Friday, between 7:00 a.m. and 7:00 p.m., for assistance. Generally, you will have a shorter wait if you call later in the day. You can also contact your local Social Security office. We hope this helps.
David D.
I need a copy of my Award Letter
Beonica B.
i have a reset code for my account , but it won’t work.
A.C.
Hi, Beonica. We are sorry to hear you are having difficulty accessing your personal my Social Security account. If you are still unable to access an account or encounter a problem with your personal my Social Security account, you may:
•Call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7:00 a.m. to 7:00 p.m. At the voice prompt, say “helpdesk”; or
•Contact your local Social Security office. Thanks!
Rev. E.
This is one of the worst and most difficult websites I’ve ever visited. I’ve created and account and it keeps asking for a code. All I want is to replace my 1099. That seems to be impossible since it keeps sending me back to an account I can’t check into because I don’t have the correct code. Per usual everything the USGove creates is useless. Maybe in the future you could get ordinary people like me to test the websites before you publish them. Then you’d know what does and does not work.
A.C.
Hi. We are sorry for your frustration. We take our responsibility to protect your personal information very seriously. We use multifactor authentication (MFA) as additional security to further safeguard your personal information. To learn more, visit our Social Security Matters blog. If you wish to submit feedback related to your experience, visit our Contact Social Security page. Once there, select the “Email Us” link. This will take you to the “Email a Question to our Support Team” form, where you can complete and submit a compliment, complaint, or suggestion. We hope this helps.