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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Margaret G.
We need to get my deceased Mother’s Social Security information for tax purposes. We have not seen it come to the house.
John P Gallagher is her husband (widower) – her name was Evelyn F Gallagher – SS# *** – ** – ***.
Is there a way for you to resend the information to our home address which is the address on file for her?
72 Central Street
Stoneham, MA 02180
Thanks so much for your help!
Kathryn W.
I seem to be locked out of my account. How do i re-set so that I can log into my account?
L.A.
Hi, Kathryn. We are sorry to hear you are having difficulty accessing your personal my Social Security account. If you are still unable to access your account or encounter a problem with your 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 helps.
C
Why why why is this information still available when I apparently cannot access and print my own replacement 1099 form for 2018?? All attempts via myaccount failed to locate the tax form.
Monica C.
Hello,
I am the executrix of my dad’s estate. His name was Raymond E. Ceraso and he died on July 27, 2017. I have been trying to obtain a copy of his last social security benefit statement for 2017 as I am required to file his last tax return. I haven’t been able to secure a copy. It may have gotten lost in the shuffle when his house was cleaned out and sold. Can you let me know how I can obtain another one? I have reached out to social security but haven’t received an answer.
Thank you kindly for your time,
Monica Ceraso
412-390-7866
monpgh@gmail.com
mlc85@pitt.edu
A.C.
Hi, Monica. We are sorry to hear about your loss. To obtain a replacement SSA-1099, the executor will need to go into the local Social Security 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) and ask a representative for assistance. Just a reminder – please be cautious about posting personal information on social media. We hope this helps.
Donna R.
I’m having difficulty retrieving a 2018 Benefit Statement. Please advise. I need it for my tax return. I keep getting an “unable to verify” message.
A.C.
Hi, Donna. If you still need your SSA-1099 and 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. Your local office can also assist with a replacement SSA-1099. We hope this helps.
Linda G.
which is the award letter, i need replacement
A.C.
Hi, Linda. Good news! You can get a benefit verification letter online instantly by using your personal my Social Security account. 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 7:00 a.m. to 7:00 p.m. At the voice prompt, say “helpdesk” or you can contact your local Social Security office. We hope this helps.
Enrique R.
How can I change the holding amount I have in my monthly SS payment?
A.C.
Hi, Enrique. Thanks for your question. In order to have taxes withheld or to make changes with your withholding 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.
Laurie E.
This is great as long as you’ve either led a simple, rather stable life! Otherwise, you are likely to be blocked from getting your own 1099 since you need the memory of an elephant to recall every street you’ve ever lived on, what company held the loan for a car a decade ago that you no longer have! As a disabled woman, I guess I now have to go in person to the office and waste a day for the 1099 I was never sent!
V.V.
Hi Laurie. Sorry to hear you are having difficulties creating a 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.
Heather J.
How am I to get a replacement 1099 for a parent who is mentally incapacitated?
L.A.
Hi Heather. The SSA-1099 is mailed to the last address in our records and is intended for the beneficiary or the Representative Payee of the beneficiary. If the SSA-1099 cannot be located, and you’re the approved Representative Payee for your parent, you will need to go into the local Social Security office. We hope you can resolve this matter quickly.
Peggy A.
Need 1099 for 2018
V.V.
Hi Peggy, thanks for using our blog. You can request a replacement 2018 SSA-1099 or SSA-1042S 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.