The SSA-1099, or Social Security Benefit Statement, is a tax document mailed by the Social Security Administration (SSA) each January to U.S. citizens and residents who received Social Security benefits in the previous year.
The SSA-1099 is a document that displays the total amount of Social Security benefits received in the previous year. This information is crucial for individuals to accurately report their Social Security income to the Internal Revenue Service (IRS) when filing their tax returns.
How do I get my 1099 for my Social Security?
If you didn’t receive or misplaced your SSA-1099, replacements are available online through a My Social Security account. You can sign in, go to Replacement Documents, and access a printable copy.
The SSA-1042S, a tax form for non-U.S. citizen beneficiaries residing outside the United States, is also available online through My Social Security.
If you don’t have an account, replacements can be requested by calling 800-772-1213 or visiting a local SSA office. For those abroad, contact the nearest Federal Benefits Unit.
Social Security recommends scheduling appointments to avoid long waits. Replacement copies for both forms are accessible from February 1 each year.
Notably, these forms are unnecessary for those receiving only Supplemental Security Income (SSI), which is not taxable.
To start a My Social Security account, a valid U.S. mailing address is required. Nonresidents can create and use an account abroad but need to maintain a U.S. address.
The SSA-1099 shows the total Social Security benefits received in the previous year, aiding in reporting to the IRS. For nonresident aliens, the SSA-1042S serves the same purpose. Both forms are unavailable for SSI recipients.
To obtain replacement forms in the U.S., individuals can use My Social Security, call 1-800-772-1213, or visit a local office. Those outside the U.S. should contact the nearest Federal Benefits Unit.