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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Darline
Doesn’t tell me how to get a SSA-1099 for my husband that passed away on February 7, 2018.
Elizabeth H.
My dad passed at the end of January (25), and so the 1099 form was not mailed for my dad or mom. I was able to get a duplicate form for my mom – online with her. For my dad — I could not since his account was not active. I called to schedule an appointment to get a duplicate 1099 — but was told i could not request an appointment. The sad part is that I have already been to the SS office in Fairfax to update my mom’s record.
Now i must go again. All I needed is duplicate record of the 1099 form to be sent to the address of record. A doubt the IRS — would accept an excuse that the deceased tax return was not filed.
In addition — why was the form not mailed as my dad was alive the full year from 1/1/2018 – 12/31/2018.
Very upsetting and inefficient.
Elizabeth F.
How do I get replacements for senior relatives that have lost or never received their 1099s. They are married.
Neither is computer literate, one is in a nursing home and the other in assisted living. I live 250 miles away, but their granddaughter lives near by.
Any advise would be helpfull
Timothy r.
Need a SSA1099 statement
V.V.
Hi Timothy, thank you for using our blog. 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.
Kathleen C.
I’m requesting an award letter my name is Kathleen Colangelo is my social security number my address is bx NY 10458.
V.V.
Hi Kathleen, thank you for using our blog. 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.
marsha n.
I need a reward letter
V.V.
Hi Marsha, thank you for using our blog. 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.
Mrs. L.
Are my benefits up tp date? There WERE AT LEAST TWO TIMES AND MAYBE THREE THAT WE DIDN’T GET A COST OF LIVING BENEFIT
V.V.
Hi Libby. For some beneficiaries, their Social Security increase may be partially or completely offset by increases in Medicare premiums. The Social Security Act contains a “hold harmless” provision that protects most beneficiaries. The amount of the benefit will stay the same even though the Medicare Part B premium increases. For information about Medicare premiums in 2019, visit http://www.medicare.gov
Mrs. L.
Could you please send me a copy of my 1099 Statement for 2018? My husband received his and mine is usually with his, but this year it was not. Our former address was 1833 Windsong Circle, Keller, Texas, 76248. Our new address is Watercrest at Alliance Town Center, 3401 Amador Drive, #5306, Fort Worth, Texas 76177. Thank you, Mrs. Libby Dixon.
V.V.
Thank you for your question, Libby. 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.
HOI T.
Hi, my name is Hoi T. Kim who has ss# *** – ** – ***.
I didn’t get 2018 form SSA-1099 yet.
Please send me asap for my tax return.
mailing address:
18 Elm Ave, Kenfield, CA 94904.
My phone number is 510-909-7003.
Thank you.
V.V.
Hi Hoi, thank you for using our blog. 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.
Candace A.
I need a S.S. Benefit Letter for my Medical Marijuana license. Thank you,
Candace A. Smith
V.V.
Hi Candace, 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.