Tax Insights

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Get your Social Security Form SSA-1099 online

SSA-1099, Social Security, benefits, retirement, taxSometimes a taxpayer’s Social Security tax form goes missing. You don’t need to visit a Social Security office to get a copy of your Form SSA-1099 or SSA-1042S to do your tax return. The Social Security Administration has made your statement available online.

As reported by SocialSecurity.gov, 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.

A replacement SSA-1099 or SSA-1042S is typically available for the previous tax year after February 1 per the Social Security Administration.

You can go online and print a replacement form using your “my Social Security” account at www.ssa.gov/myaccount.

If you have a “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 “my Social Security” account, creating a secure account is very easy to do and usually takes less than 15 minutes.

Per the Social Security website, if you’re a noncitizen who lives outside of the United States and you received or repaid Social Security benefits last year, SSA 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).

Visit www.ssa.gov for more info.

Melinda Nelson, CPA