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

Comments

  1. Corrine K.

    I need to stop the disability benefits being paid to my husband who is deceased. I have called two months running and just had another check hit the bank today.

  2. Paulette L.

    2018 Social Security income tax form needed to fill out taxes is missing. House burned in November and mail may have been returned? It took a long time for the post office repairs. Thanks.

  3. Floria J.

    Can I file my social security?

  4. FRAN

    I NEED INFORMATION ON HOW TO LOCATE PAST DISABILITY RECORDS FOR MY PENSION. FOR CREDITS. I WORKED AT A PLACE OF EMPLOYMENT FOR 10 1/2 YEARS UNDER THE GOLDEN 80 RULE.
    FROM 1/8/188 TO 5/1998 IM 58 I WAS ABLE AT 55 TO RECEIVE BENEFITS BUT THEIR SAYING THEY NEED MY DISABILITY FOR CERTAIN MONTHS FOR CREDITS .BUT AT THE TIME I TOOK OFFI HAD FMLA. SSA ONLY KEEP RECORDS I WAS TOLD FOR 7 YEARS . PLEASE FEED BACK. MY DOCTOR HAS PASSED ON . I WAS GETTING A DISABILITY CHECK BUT THEY DON’T GO BACK THAT FAR IF YOU DON’T RECEIVE BEFITS ANYMORE. I NEED YOUR HELP ITS LIKE MY LIFE HAS BEEN TROWED AWAY. HOW DO YOU GET INFORMATION TO RECEIVE YOUR CREDITS TO GET YOUR PENSION. ITS THE BAKER PENSION FUND FOR BAKERS AND TOBACCO UNION FOR WONDER BREAD . THANK YOU

  5. Mary C.

    How do I set up taxes to be taken from my checks?

    • A.C.

      Hi, Mary. Thanks for your question. In order to have taxes withheld from your Social Security benefit, you must start by printing, completing and submitting an IRS Voluntary Withholding Request Form (Form W-4V). On this form, you can choose to have 7, 10, 12, or 22 percent of your monthly benefit withheld. 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.

  6. Glenn B.

    1099s should be available for the last 7 years at least

  7. Thalia V.

    Can you please mail my 2018 1099 form please.

  8. David A.

    what about getting SSA1099 when it is impossible to apply for a my social security account, also do I need a 1099 for filing taxes when I am receiving social security disability benefits. I really need an appointment as I have a whole host of questions.

  9. LYNN S.

    can my 2018 tax info be e mailed to me

  10. Rhonda J.

    Anytime I try to get into my account, I’m unable to sign in. Either it says I can’t sign in at that time, and this has happened at various times of day, or that my info doesn’t exist. I know I created an account back when I first applied for Social Security retirement benefits. This is very stressful when you are trying to get business taken care of.

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