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. abrahamson n.

    Hi sir and Macon lady
    Let have TALK PRESIDENT DONALD trump
    Be back ground REAL estate from new york
    He follow his father name Fred trump
    He wants to run PRESIDENT less money
    It commonsense how 300 MILLION PEOPLE AMERICAN VOTE or ELECTION DONALD TRUMP PRESIDENT
    It makes DONALD trump is mafia steal money from us to run well PRESIDENT
    Bad luck did wrongful mafia kill him
    Ssa-1099 and 1042s TAX from 300 MILLION PEOPLE AMERICAN got pay back
    Why why why
    Please give a good reason
    Because 300 MILLION PEOPLE want VOTE or ELECTION DONALD TRUMP run PRESIDENT
    Money pay back total $500,000,000,000,000,000,000,000 trillion dollar
    Why it is so much money
    You know the deal steal money is name of game let go player your games
    Thank you so much
    All of you have a nice
    You deposit my check account or saving account that is best of best
    Safty is first

  2. TIBOR H.

    need a simple to understand :
    On the Subject of Minimum 40 Q what are the requirements for calculation
    What is the minimum number of hours I need to work to make it a qualifying Quarter?
    What is the minimum number in dollars/pay I need to make to make it a qualifying Quarter? for the 40Q
    Also If I am not able to work since I am a care giver to some one after surgery or a disability what documentation is needed to make that time used to be a qualifying quarter?

    • L.A.

      Hi Tibor. Generally, you will need to have 40 Social Security credits or 10 years of work paying Social Security taxes, to qualify for any type of Social Security benefit. This year, 2019, you would need to earn $1,360 to receive a Social Security credit. Every year you can earn up to four (4) Social Security credits. In addition, to qualify for disability benefits, you generally need to have worked for five out of the last 10 years before you became disabled. The rules are different for younger workers who become disabled or die. For a complete explanation of credits needed for the different types of benefits, as well as to how to apply for the benefits, can be found here.

  3. Michael J.

    This option is no longer available under “replacement documents” … so how do we get the 1099-SSA copy now?

  4. John m.

    Can I get a copy of my award letter online?

    • K.O.

      Hello John. You can! To 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.

  5. Gerald T.

    I need my 2019 social security award statement for my bank. I have misplaced the one that was sent to me in January . (DOB 01.10.1940)

    • K.O.

      Hello Gerald. 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.

  6. John L.

    Hi could I pleas get a copy of my award letter I need to show a copy to the Public Housing Authority in AransasPass texas 78336 for section 8 housing if you could please em aas il me a copy it would be greatly appreciated thank you jlg

  7. Barbara T.

    Can I request a budget sheet on line.? Thanks

  8. claudia g.

    I need a copy of my form SSA-4926-SM {1-2019 }

  9. Vera E.

    I need help to change my Social Security Status due to the death of my husband. I would like to transition to my Social Security. I would like to do this by visiting an office and working with a “consultant” in person. Help me find a local office.

    • A.C.

      Hi, Vera. We are sorry to hear about your loss. You can schedule an appointment with your local office by calling us at 1-800-772-1213 between 7:00 a.m. to 7:00 p.m., Monday through Friday and a representative will assist you. We hope this helps.

  10. Sherry H.

    I would like an appointment on September 4, 2019 at the Social Security office in Florence, South Carolina

    • A.C.

      Hi, Sherry. You can schedule an appointment with your local office by calling us at 1-800-772-1213 between 7:00 a.m. to 7:00 p.m., Monday through Friday and a representative will assist you. Generally, you’ll have a shorter wait time if you call later in the day. Thanks!

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