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- Written by John Johnston John Johnston
It’s that time of year again. Preparing for tax season can seem overwhelming. Some forms and paperwork might be difficult to track down.
If you misplaced your benefits statement or haven’t received it by the end of January, we’ve made it easy for you to go online to request a replacement with “my Social Security.”
An SSA-1099, also called a benefit statement, is a tax form Social Security mails each year in January to the more than 60 million people who receive Social Security benefits.
It shows the total amount of benefits received from Social Security in the previous year so people know how much Social Security income to report to the IRS on their tax return.
For noncitizens who live outside of the United States and received or repaid Social Security benefits last year, we’ll send form SSA-1042S instead.
The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI).
If you currently live in the United States and need a replacement form SSA-1099, we have a way for you to get a replacement quickly and easily. Go online and request a replacement form with a “my Social Security” account at www.socialsecurity.gov/myaccount.
Online replacement forms are available beginning Feb. 1, 2017.
Every working person in the U.S. should create a “my Social Security” account. The secure and personalized features of “my Social Security” are invaluable in securing a comfortable retirement — for today and tomorrow.
John Johnston is a Social Security public affairs specialist.