How do i get my ssa 1099

Looking for your tax forms, like your W-2 or 1099-MISC? Most tax forms should be in your mailbox or on their way - but if you don’t have them in hand just yet, there are steps that you can take to make sure that you have what you need when it’s time to file.

If you’re looking for your annual Benefit Statement from the Social Security Administration (SSA), you’re in luck: things just got a little easier. Your form SSA-1099, Social Security Benefit Statement, or form SSA-1042S, Social Security Benefit Statement (Nonresident Aliens), should land in your mailbox by the end of January. But if you haven’t received your form yet and you live in the United States, you can print a replacement form online. 

Simply click over to my Social Security on the SSA website. If you don’t already have an account, click the button to start. If you already have an account, simply log in to your account to view and print the form.

SSA

To create an account, you’ll need to have the following information handy:

• A valid email address;
• Your Social Security number; and
• A U.S. mailing address.

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You’ll enter this information on the next few screens which look like this:

SSA

Once you’ve created the account, you can request the request form. Just note that you can’t request a replacement form SSA-1099 or SSA-1042S for 2019 until after February 1, 2020.

You must be at least 18 years of age to create an account and you can only create an account for yourself. You cannot create an account for another person even if you have that person's written permission - that includes lawyers, accountants and representative payees. The penalties for violating that rule can be steep and include civil and criminal penalties (or both).

One more thing: These forms are for your “regular” Social Security benefits. Forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI) benefits.

Tax season is approaching and replacing your annual Benefit Statement has never been easier. The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is a tax form we mail each year in January to people who receive Social Security benefits. It shows the total amount of benefits you received from us in the previous year so you know how much Social Security income to report to the Internal Revenue Service on your tax return.

If you live in the United States and you need a replacement form SSA-1099 or SSA-1042S, simply go online and get an instant, printable replacement form using your personal my Social Security account at www.ssa.gov/myaccount. A replacement SSA-1099 or SSA-1042S is available for the previous tax year after February 1.

If you don’t have access to a printer, you can save the document to your computer or email it to yourself. If you don’t have a my Social Security account, creating one is very easy to do and usually takes less than 10 minutes. With a personal my Social Security account, you can do much of your business with us online. If you receive benefits or have Medicare, your personal my Social Security account is also the best way to:

• Request a replacement Social Security number card (in most states and the District of Columbia).
• Get your benefit verification letter.
• Check your benefit and payment information.
• Change your address and phone number.
• Change your direct deposit information.
• Request a replacement Medicare card.
• Report your wages if you work and receive Social Security disability insurance or Supplemental Security Income benefits.

If you’re a non-citizen who lives outside of the United States and you received or repaid Social Security benefits last year, we will send you form SSA-1042S in the mail. The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income benefits.

Visit www.ssa.gov to find more about our online services.

The Planning Center, is a fee-only financial planning and wealth management firm. Email us at [email protected].

By now, you should have received your 1099 forms from Social Security and other entities to help you prepare your income tax filing.  The Social Security 1099 form (SSA-1099) is especially important if you’re currently receiving Social Security retirement or disability benefits.  This document details the total retirement or disability benefits you received in the previous tax year, which needs to be properly reported on your income tax return. If you’ve misplaced it or if it never made it to your mailbox, you can easily access your SSA-1099 form online.

DO NOT contact us to request a copy of your Form SSA-1099. Use the instructions provided below to get a copy or contact Social Security at 800-772-1213.

Here’s how to access your Form SSA-1099: 

• Simply login to your My Social Security Account at www.socialsecurity.gov and click on “Replacement Documents” on the far-right side of the screen (see image to the right for a reference of what this looks like).

• This will take you to a page where you can access a copy of the form. You can then print it and/or save to your computer as a PDF.

We also have a video tutorial on this. It shows you how to access your Form SSA-1099, as well as request a new Medicare card or Social Security card. VIDEO (click link to right or view below): How to Get a Replacement Medicare Card Online