Hey everyone, tax season is upon us, and it's time to talk about your Social Security benefit statement, also known as the SSA-1099 or SSA-1042S. This is a tax form you'll need when you file your taxes, and the Social Security Administration (SSA) makes it pretty easy to get your hands on it!

What is the SSA-1099?

The SSA-1099 form shows the total amount of Social Security benefits you received in the previous year. You need this information to accurately report your Social Security income to the IRS on your tax return.

• Important note: If you only receive Supplemental Security Income (SSI), you will not receive an SSA-1099 because SSI payments are not taxed.

How Do I Get My SSA-1099?

The SSA mails the SSA-1099 form every January to people who receive Social Security benefits. But what if you misplace it or it doesn't arrive? Don't worry, you have options!

1. Online via your my Social Security Account:

• This is the easiest and fastest way to get a copy.
• Log in to your personal my Social Security account.
• Select the "Replace Your Tax Form SSA-1099/SSA-1042S" link.
• You can choose from any of the past 6 years for which benefits were paid.
• You can view, print, save, or email the form.
• A replacement for the most recent tax year will be available starting February 1.
• Don't have an account yet? No problem! You can easily create one.

2. Automated Phone Service:

• If you don't have internet access or can't create an account, you can request a replacement through the automated phone service.
• Call 1-800-772-1213, available 24/7.
• When asked "How can I help you today?", say "1099".
• This option is available after January 31st.

3. Special Cases:

• If a beneficiary passed away before receiving their SSA-1099, the form will be mailed to their last address on record. This form is needed to file any final tax return.
• Noncitizens who receive or repay Social Security benefits will get form SSA-1042S. Those living outside the U.S. can create a my Social Security account with an ID.me credential. If that is not possible, you should contact your Federal Benefits Unit to request your SSA-1042S.

Key Takeaways

• Be on the lookout for your SSA-1099 form in the mail this January.
• If you don't receive it or misplace it, get a replacement online or over the phone.
• Keep the form handy for tax season.