Get Your Social Security Benefit Statement (SSA-1099)
Reading Time: 2 MinutesLast Updated: January 30, 2025
Tax season is here, and we’ve made replacing your annual Benefit Statement easier. There’s no need to wait on the phone or make an appointment to visit a Social Security office.
The Social Security Benefit Statement is also known as the SSA-1099 or the SSA-1042S. It is a tax form we mail to you every January if you receive Social Security benefits. It shows the total amount of benefits you received in the previous year, so you know how much Social Security income to report to the IRS on your tax return.
Supplemental Security Income (SSI) payments aren’t taxed. If SSI is the only payment you receive from us, we won’t send you a Benefit Statement.
If you misplace your SSA-1099/SSA-1042S or you didn’t receive the form in January, you can get a replacement online by signing in to your personal my Social Security account.
Select the “Replace Your Tax Form SSA-1099/SSA-1042S” link. Go to the “Choose a year” dropdown menu. Choose from any of the past 6 years for which benefits were paid and select the “Download” link.
A replacement for the most recent tax year will be available beginning February 1.
You can instantly view and print your SSA-1099/SSA-1042S. If you don’t have access to a printer, you can save each document on your computer or laptop or email it.
You can easily create a personal my Social Security account if you don’t have one.
If you’re a noncitizen and you received or repaid Social Security benefits last year, we will mail you form SSA-1042S. If you live outside the U.S. and need a replacement form, you can create your personal my Social Security account with an ID.me credential. If you cannot create an account and you live abroad, please contact your Federal Benefits Unit to request your SSA-1042S.
If you do not have access to the internet or cannot create an account, you have the option to use our automated phone services to request a replacement SSA-1099/SSA-1042S (if you live in the U.S.) The form is available after January 31. Our automated services are available 24 hours a day, 7 days a week, by calling 1-800-772-1213. When you hear “How can I help you today?” say “1099″.
If a beneficiary died before the end of last year or before they received their SSA-1099, we will mail the form to the last address on their record. The form is used to file any final tax return, if necessary.
To learn more about this topic, visit:
- Income Taxes and Your Social Security Benefit.
- Withholding Income Tax From Your Social Security Benefits.
- IRS Publication 915 (2024), Social Security and Equivalent Railroad Retirement Benefits.
Please share this information with family, friends, and others who may need it – and post it on social media.
Did you find this Information helpful?
Tags: my Social Security account, online services
See CommentsAbout the Author
Comments
Leave a Comment
Please review our Comment Policy before leaving a comment. For your safety, please do not post Personally Identifiable Information (such as your Social Security Number, address, phone number, email address, bank account number, or birthdate) on our blog.
tony s.
need a form to file for s.s. to report a death in the family
C.B.
Hi, Tony. We are sorry to hear about your loss. Typically, funeral homes report deaths to the Social Security Administration directly. You can check with the funeral home to determine if reporting has been done. If you need to apply for benefits, go here. Thanks for using our blog.
Larry J.
I have spent over 2 hours on each of three days so far and cannot get a live person or alternative that is helpful. I just need to get an SSA-1099 for a deceased member of the family so I can file his 2024 tax return as his personal representative, as required by law. He is deceased so I cannot access his account. I just need the form. I think it is time to consider having more employees to answer the telephones. The whole thing is totally absurd and unworkable!
T.Y.
Hi, Larry. We’re sorry to hear of your loss. The SSA-1099 is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you did not receive the benefit statement, you will need to make an appointment with your local Social Security office to show proof of death and proof of executorship. An SSA-1099 can also be given to someone receiving benefits on the deceased beneficiary’s record such as a spouse, parent, or child of the deceased. For more information, call our toll-free number at 1-800-772-1213 (TTY 1-800-325-0778) and ask a representative for assistance. Wait times to speak to a representative are typically shorter in the morning, later in the week, and later in the month. We hope this helps.
DAWN K.
I didn’t receive my ssa form
Form
Disability
Iwas just wondering when I will
Be getting it in the mail
T.Y.
Hi, Dawn. Thanks for reading our blog and for your questions. SSA-1099 forms are mailed by January 31 each year. If you still have not received your SSA-1099 in the mail, you can request a replacement SSA-1099 or 1042S using your personal my Social Security account. If you still need assistance, please call 1-800-772-1213, Monday through Friday, 8:00 a.m. to 7:00 p.m. For more information, check out our Frequently Asked Questions. We hope this helps.
Paul R.
i am having the exact same problem. This web page simply says it will be sent to the last address on record. However for a deceased person the last address is not active and the mail is not forwarded.. now what. I cannot get a person to answer the phone. This is likely a common problem.. it needs a simple solution to be able to managed deceased person’s affairs..
Dan L.
I am trying to order a 1099 for my wife at her request.
T.Y.
Hi, Dan. Thanks for reading our blog and for your question. Your wife can request a replacement SSA-1099 using her personal my Social Security account. If she still needs assistance, please call 1-800-772-1213, Monday through Friday, 8:00 a.m. to 7:00 p.m. For more information, check out our Frequently Asked Questions. We hope this helps.
Bill
no statements yet as if 2-12/25
has must cut the budget?
Kathy J.
How do I get my 1099 for 2024?
C.B.
Hi, Kathy. Thanks for using our blog. You can request a replacement SSA-1099 using your personal my Social Security account. If you cannot access your online account, our automated services are available 24 hours a day, 7 days a week, by calling 1-800-772-1213. When you hear “How can I help you today?” say “1099″. We hope this helps!
arthur c.
My wife died in July. No SSA-1099s have come. I downloaded mine. Her account is closed. We did not opt out of paper 1099s. How do I get hers so I can file tax return. Thanks.
C.B.
Hi, Arthur. We’re sorry to hear of your loss. The SSA-1099 is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you did not receive the benefit statement, you will need to make an appointment with your local Social Security office to show proof of death and proof of executorship. An SSA-1099 can also be given to someone receiving benefits on the deceased beneficiary’s record such as a spouse, parent, or child of the deceased. For more information, call our toll-free number at 1-800-772-1213 (TTY 1-800-325-0778) and ask a representative for assistance. Wait times to speak to a representative are typically shorter in the morning, later in the week, and later in the month. Thanks for using our blog.
Ronald R.
I have not received my SSA-1099 would like to receive so I can have my taxes done. Thank You
C.B.
Hi, Ronald. Thanks for using our blog. You can request a replacement SSA-1099 using your personal my Social Security account. If you cannot access your online account, our automated services are available 24 hours a day, 7 days a week, by calling 1-800-772-1213. When you hear “How can I help you today?” say “1099″. We hope this helps!
Lori H.
There is no option under my online account to choose “Replace your tax form 1099.” Why is this?
C.B.
Hi, Lori. Thanks for reading our blog. We can’t determine why you don’t have the option from this venue. Do you receive Supplemental Security Income (SSI)? If so, SSI payments aren’t taxed. If you are receiving Social Security benefits, please call our automated services are available 24 hours a day, 7 days a week, by calling 1-800-772-1213. When you hear “How can I help you today?” say “1099″. We hope this helps!
Ellen M.
I have not received mine or my deceased husband‘s 1099. I was able to secure a copy of mine online, but the system won’t allow me to get my husband‘s. What do I do?
T.Y.
Hello, Ellen. We’re sorry to hear of your loss. We apologize for the call wait times you’ve experienced and understand how frustrating that can be. We are working to improve our wait times and appreciate your patience. In the meantime, please complete our Feedback Form, which will give our team a better understanding of how we can improve our processes. We value your opinion and look forward to hearing from you. The SSA-1099 is mailed to the last address in our records and is intended for the spouse or executor of the deceased. If you did not receive the benefit statement, you will need to make an appointment with your local Social Security office to show proof of death and proof of executorship. An SSA-1099 can also be given to someone receiving benefits on the deceased beneficiary’s record such as a spouse, parent, or child of the deceased. For more information, call our toll-free number at 1-800-772-1213 (TTY 1-800-325-0778) and ask a representative for assistance. Wait times to speak to a representative are typically shorter in the morning, later in the week, and later in the month. We hope this helps.
Gary A.
How do I get on the list to have my 1099 mailed out in January. In 2024, I received in early January. In 2025 (as of 2/10/2025) neither my wife or I have received. I have printed out the copies, but next year would like to receive my US mail.
C.B.
Hi, Gary. Did you and your wife opt out of paper notices? Please check your preferences in your personal my Social Security account. to make sure you can still recieve the notices by mail. If you’ve moved, please be sure that your address is correct in our system. Thanks for using our blog.
Daniel L.
How is “Gary” enrolled?