As tax season approaches, ensuring you have all necessary documents is essential for accurate filing. If you receive Social Security benefits, one of the key forms you’ll need is the Social Security Benefit Statement, also known as SSA-1099 (or SSA-1042S for noncitizens). This document details the total amount of benefits received in the previous year, which must be reported on your tax return.
Each January, the Social Security Administration (SSA) mails these forms to beneficiaries. However, if you misplaced your SSA-1099, didn’t receive it, or need an older copy, there are simple ways to obtain a replacement.
If your SSA-1099/SSA-1042S did not arrive or was lost, you can easily get a replacement online by logging in to your “my Social Security” account, which can be accessed via the SSA website. Once there, sign in to your personal account. If you don’t have an account, you can create one.
Then select the “Replace Your Tax Form SSA-1099/SSA-1042S” option and find the “Choose a Year” dropdown menu and select the relevant tax year.
Finally, download or print the form. A replacement for the most recent tax year will be available starting February 1. You can print the form instantly or save it to your computer.
Key information to remember
For those who do not have internet access or cannot create an account, the SSA offers an automated phone service to request a replacement. To access, contact Call 1-800-772-1213 (available 24/7).
When prompted with “How can I help you today?” simply say “1099” to initiate your request. The replacement form will be mailed to the address on record.
If you live outside the U.S., noncitizens who received or repaid Social Security benefits last year can also access their SSA-1042S through an SSA account created with an ID.me credential. If you’re unable to set up an account, you may contact your nearest Federal Benefits Unit for assistance.
Additionally, Supplemental Security Income (SSI) recipients will not receive an SSA-1099 because SSI payments are not taxable. If a beneficiary passed away before receiving their SSA-1099, the form will be sent to the last known address on record for tax filing purposes.
For further details, consult IRS Publication 915 or visit the Social Security Administration‘s website. Ensuring you have the correct tax documents now can help you avoid delays and complications when filing your return.