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. John M.

    I am in need of copies of previous benefits received statement for 2015,2016, and 2017 that show that I already paid for a over payments that I received. Do I need to go into an office in my area to obtain copies.

    • A.C.

      Hi, John. Thanks for your question. It sounds like you are referring to the SSA-1009, tax form Social Security mails each year in January to people who receive Social Security benefits. For years prior to the last year, you can call us at 1-800-772-1213 (TTY 1-800-325-0778) between 7 a.m. to 7 p.m. to speak to one of our representatives for assistance. Or you can contact your local Social Security office. We hope this helps.

  2. Serge M.

    How I can get my social security statement for all last passed years

    • A.C.

      Hi, Serge. It sounds like you are referring to the SSA-1009, tax form Social Security mails each year in January to people who receive Social Security benefits. For years prior to the last year, you can call us at 1-800-772-1213 (TTY 1-800-325-0778) between 7:00 a.m. to 7:00 p.m. to speak to one of our representatives for assistance. Or you can contact your local Social Security office. We hope this helps.

  3. Paula W.

    I’m lost I need forms to sign up for social security I don’t know where to start I’m 63 just had back surgery hip replacement stomach surgery and still need my other hip replaced don’t have a great memory on when I worked (the years) can you send a form back to me that’s easy to follow help

  4. Candais L.

    I need to obtain a copy of the 2018 SSI award letter for my SSI income as I need it for a loan closing

    • L.A.

      Hi Candais. Good news! If you need a benefit verification letter, you can view it, print it, and save your benefit verification letter using your personal my Social Security account. We hope this helps.

  5. Dawn H.

    Could someone help me get started on a form ,I need help . Thank you dawn hope

  6. Dawn H.

    I need a form to sign up for social security to see if I can get paid I’m a care giver for my brother with dementia I take care of him 5 days a week 7 hours a day , I also take him to dialysis. I just need some help to see what I can do to get an income . Thank you dawn hope could someone help me than .

  7. Dawn H.

    I need a form to sign up for social security to see if I can get paid I’m a care giver for my brother with dementia I take care of him 5 days a week 7 hours a day , I also take him to dialysis. I just need some help to see what I can do to get an income . Thank you dawn hope

  8. Judith S.

    I need a replacement annual income letter for 2019 for the person I am a payee for. She needs this for a housing application. I seem to have misplaced it. What do I need to do to replace it?

    • L.A.

      Hi Judith. You will need to go to the local Social Security office and present proper identification to request the benefits letter. We hope this helps.

  9. Paul W.

    How can I get a copy of my 2020 form?

    • L.A.

      Hi Paul. In December 2019, Social Security Cost-Of-Living Adjustments (COLA) notices for 2020 will be available online to most beneficiaries in the Message Center of their personal my Social Security accounts. This new increase will take effect for Supplemental Security Income (SSI) payments on December 31, 2019, and for Social Security payments in January 2020. You can find out more information on the new COLA and 2019’s COLA here. We hope this helps.

  10. Reina G.

    I need the telephone number of the Victorville, CA office

Comments are closed.