What does a ssa 1099 form look like

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.

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

An SSA-1099, also known as a Social Security Benefit Statement, details income from Social Security payments. The Social Security Administration mails SSA-1099s every January to U.S. citizens and residents who received benefits the previous year so they can include the information on their tax returns.

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If you did not receive your SSA-1099 or have misplaced it, you can get a replacement online if you have a My Social Security account. Sign in to your account and click the link for Replacement Documents. You’ll be able to access your form and save a printable copy.

The same goes for an SSA-1042S, the tax form Social Security sends to beneficiaries outside the United States who are not U.S. citizens and are not considered U.S. residents for tax purposes. Broadly speaking, that means foreign nationals who do not have a green card or did not spend a substantial portion of the prior three years in the United States.

If you don’t have a My Social Security account, you can call Social Security at 800-772-1213 or visit your local office to request a new SSA-1099 or SSA-1042S. Local offices fully reopened April 7 after being closed to walk-in traffic for more than two years due to the COVID-19 pandemic, but Social Security recommends calling in advance and scheduling an appointment to avoid long waits. If you live abroad, contact your nearest Federal Benefits Unit.

If you received Social Security benefits during the year, you should receive a Form SSA-1099, Social Security Benefit Statement, showing the amount of your benefits. If Social Security was your only income in that year, your benefits may not be taxable. You also may not need to file a federal income tax return. If you get income from other sources, you may have to pay taxes on some of your benefits.

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If you received Social Security benefits during the tax year, you will receive a Form SSA-1099 from the Social Security Administration. The IRS will also receive a copy of your Form SSA-1099. This form shows your total Social Security benefits for the year and any taxes withheld.

If you have no other income, your benefits may not be taxable and you may not need to file a tax return. If you have income from other sources, you may have to pay taxes on some of your benefits. Your tax professional or tax software will calculate which, if any, of your social security benefits are taxable.

If you receive a Form SSA-1099, have other income, and you do not report your social security benefits on your tax return, the IRS will likely send you a CP2000, Underreported Income notice. This IRS notice will propose additional tax, penalties and interest on your benefits and any other unreported income. Learn how to handle an underreporter inquiry (CP2000), or get help from a trusted IRS expert.

Related Tax Terms

CP2000 Response IRS Balance Due Underreported Income Information Statement (Information Return)

Related IRS Notices

IRS Notice CP2006 – We Received Your Response IRS Notice CP2005 – Your Form 1040 Inquiry is Closed IRS Letter 1802C – Conclusion of Underreporter Case IRS Notice CP2501 – Your Tax Return Doesn’t Match the Information the IRS has on File

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