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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Paul G.
need docs for 2017 & 2019
*** – ** – ***
7218 Single Wheel Path
Columbia, Md 21046-2505
V.V.
Hi Paul, thank you for using our blog. You can request a replacement 2018 SSA-1099 by 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.
For a replacement SSA-1099 for 2017 or earlier, please contact 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.
Gary J.
I cannot log onto my social security account?
Elizabeth
I need to replace my 1099 for 2018. I need step by step instructions please.
Thank you ,
Elizabeth Martin
V.V.
Thank you for using our blog, Elizabeth. 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.
Anita D.
I have been trying to get through the mail, just a letter stating that I am on SSI benefits, so I can get a free fishing license. Thank you!. Anita Dunn, 2552 Buffalo Street, White Bear Lake, Minnesota, 55110.
A.C.
Hi, Anita. 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. Just a reminder – please be cautious about posting personal information on social media. We hope this helps.
Forrest M.
1099 benefit statement for 1999
A.C.
Hi, Forrest. 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. Thanks!
CRAIG M.
I need to get a 1099 for my mother who passed away in sept. 29 2018. her name Phyllis Smart ss # 518289536
Kent O.
I need 2018 tax form for my Brother, Kirk Osterloh, who is recently deceased.
V.V.
We’re sorry to hear about your loss, Kent. The benefit statement is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you do not have access to the mail at that address, the executor will need to go into the local field 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), Monday through Friday, between 7 a.m. and 7 p.m., and ask a representative for assistance.
Ilene F.
I need the following forms for my husband and myself: 2019 Form SSA-4926 SM NY Benefits Amount Statement for 2019. I can only access 2018 information. Please email or mail as soon as possible to my home address. Thank you
5185724475 (cell)
Ilene Fessette
V.V.
Hi Ilene. Good news! Most beneficiaries can check out their COLA notice in the Message Center of their my Social Security account. If unable to create an account or you or your husband encounter a problem, 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. If neither of you received the COLA notice, you may want to ensure that your address is correct with Social Security.
mel c.
this year I had to pay nearly $3,000 in federal taxes, after no change in my status from the previous year. I want to try to increase my deductions from Soc. Sec. for this next year in order to avoid having to pay back another large sum. Am I able to do that online?
V.V.
Hi Mel, thank you for your question. Yes, you can change your withholding percentage. You will need to complete another Form W-4V. You can download the form or call the IRS toll-free at 1-800-829-3676 and ask for Form W-4V. When you complete the form, you can choose to have 7, 10, 12, or 22 percent of your monthly benefit withheld for taxes. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits for more information.
Robert M.
I have applied for an account before and can only leave certain questions and specific answers. When I applied those specific answers I am blocked from my account. Get this fixed! I am a taxpayer and a person who pays for people who don’t work!
L.A.
Hi Robert. We are sorry you are having difficulty with your personal my Social Security account. We have established a dedicated my Social Security Hotline. To reach this hotline, please call 1-800-772-1213. After you hear “Briefly tell me why you are calling,” say “Help Desk” for help with a my Social Security account. Sometimes, it might be best to visit your local Social Security office for further assistance. We hope this helps!