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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Helen K.
Tried to create an account three times. Tells me an acct is already setup but access is not available. What do I do. Need benefits statement for 2018.
V.V.
Hi Helen, 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.
Thank y.
I need the total incomes of mine and my husbands Social Security incomes from the previous year!
Julieann Pearsoll
Dean Pearsoll.
Christine S.
Can you help me get a replacement 1099 for my dear deceased mother? She passed 9/13/19 and the 1099 was lost by the assisted living…..My brother and I are both executors and she did not have enough assets in her name to necessitate probate….How do I go about this for our tax attorney?
Jane M.
I am trying to get a 1099 2018 replacement form for my deceased mother. I cannot set up an on-line account for
another person. How can I get this form?
Rebecca S.
I did NOT receive my W-2 statement for 2018. I have repeatedly emailed SSA.gov and still have NOT received it. I NEED it to do my taxes. PLEASE.
bking66@embarqmail.com
Franncis C.
I requested a password reset and I entered the temp password and now my account is locked out. This is the third time I asked for a PWD reset and still does not work. Are the directions correct or am I missing something.
A.C.
Hi, Francis. We are sorry to hear you had difficulty accessing your personal my Social Security account. If you are still unable to access your 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. We hope this is resolved soon.
James G.
Where do I go on-line to change my withholding amount?
A.C.
Hi, James. In order to make changes to taxes withheld from your Social Security benefit, you must start by printing, completing and submitting an IRS Voluntary Withholding Request Form (Form W-4V). The Form W-4V (to withhold federal taxes from your Social Security benefits) can be returned to your local Social Security office by mail or in person. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits web page for more information. We hope this helps.
john u.
Please supply tax info for 2018 income tax filing
Patricia A.
I need to get a statement of benefits to be paid in 2019
Where can I get this?
A.C.
Hi, Patricia. You can request a replacement SSA-1099/1042S for Tax Year 2018 by visiting your personal my Social Security account. You can also contact or visit your local Social Security office. They can assist with a replacement 1099. We hope this helps.
Chester B.
We are unable to set up an account to request a 1099 – tried yesterday and again today. Chester Beck has not received his 1099.
Lisa Wildman (niece & Caregiver) for Chester Beck
303-601-7955
lisawildman7@gmail.com
A.C.
Hi, Lisa. We are sorry to hear your uncle had difficulty setting up his personal my Social Security account. If he is still unable to create an account or encounter a problem with his personal my Social Security account, he 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. HIs local office can also assist with a replacement SSA-1099. Just a reminder – please be cautious about posting personal information on social media. We hope this is resolved soon.