How to Obtain Your Social Security Benefit Statement (SSA-1099)

Tax season has arrived, and we’ve simplified the process of replacing your Social Security Benefit Statement. You no longer need to wait on hold or schedule an office visit. The entire process can be done from the comfort of your home.

Understanding the Social Security Benefit Statement (SSA-1099/SSA-1042S)

The Social Security Benefit Statement, also known as SSA-1099 or SSA-1042S, is a crucial tax document sent to those who receive Social Security benefits.

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It is mailed out every January and summarizes the total benefits you received during the previous year. This form is essential when reporting your Social Security income to the IRS for your tax return.

Key Points:

• The SSA-1099 form displays the amount of benefits you received.
• If you only receive Supplemental Security Income (SSI), you will not receive this form, as SSI payments are not taxed.

How to Replace Your SSA-1099 or SSA-1042S Form

Replacing your SSA-1099 or SSA-1042S is a straightforward process. Simply follow these steps:

1. Click on the “Replace Your Tax Form SSA-1099/SSA-1042S” link on the Social Security website.
2. Use the “Choose a year” dropdown menu to select any of the past 6 years for which you received benefits.
3. Click on the “Download” link to access your form.

A replacement for the most recent tax year will be available starting February 1.

Accessing Your SSA-1099 Form: Options for Viewing and Printing

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Once you’ve requested your SSA-1099 or SSA-1042S, you can easily view and print it. If you don’t have a printer, you can save the form to your computer or laptop or email it for future use.

If you haven’t already set up a my Social Security account, you can easily create one. This account will allow you to manage your benefits and access important documents, such as your SSA-1099 form.

Special Instructions for Noncitizens and Those Living Abroad

If you’re a noncitizen who received or repaid Social Security benefits last year, you will receive Form SSA-1042S in the mail.

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If you live outside the U.S. and need a replacement form, you can use your ID.me credentials to create a my Social Security account.

If you cannot create an account and reside abroad, contact your Federal Benefits Unit to request your SSA-1042S.

Alternative Method: Requesting a Replacement via Phone

For individuals who do not have internet access or cannot create an online account, an alternative method is available.

You can use the automated phone services to request a replacement SSA-1099/SSA-1042S form if you live in the U.S. This service is available 24/7. Simply call 1-800-772-1213 and, when prompted, say “1099”.

The replacement forms will be available for download starting January 31.

What Happens If a Beneficiary Has Passed Away?

In cases where a beneficiary passed away before the end of the previous year or before receiving their SSA-1099 form, the Social Security Administration will send the form to the last known address on the record. This form is used to file any final tax returns if required.

FAQ

When will the replacement SSA-1099 form be available for the most recent year?

The replacement form for the most recent tax year will be available starting February 1.

Can I request a replacement form if I do not have access to the internet?

Yes, you can use the automated phone services by calling 1-800-772-1213 to request a replacement form.

What if I receive SSI benefits, do I need a SSA-1099?

No, Supplemental Security Income (SSI) is not taxable, so if this is your only payment from Social Security, you will not receive a SSA-1099.