How do i get 1099 from social security

IRS Definition

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.

By Megan Forristall
Social Security Public Affairs Specialist in Peru, IL

Tax season is approaching and replacing your annual Benefit Statement has never been easier. The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is a tax form we mail each year in January to people who receive Social Security benefits. It shows the total amount of benefits you received from us in the previous year so you know how much Social Security income to report to the Internal Revenue Service on your tax return.

If you live in the United States and you need a replacement form SSA-1099 or SSA-1042S, simply go online and get an instant, printable replacement form using your personal my Social Security account at www.ssa.gov/myaccount. A replacement SSA-1099 or SSA-1042S is available for the previous tax year after February 1.

If you don’t have access to a printer, you can save the document to your computer or email it to yourself. If you don’t have a my Social Security account, creating one is very easy to do and usually takes less than 10 minutes. With a personal my Social Security account, you can do much of your business with us online. If you receive benefits or have Medicare, your personal my Social Security account is also the best way to:

Request a replacement Social Security number card (in most states and the District of Columbia).
Get your benefit verification letter.
Check your benefit and payment information.
Change your address and phone number.
Change your direct deposit information.
Request a replacement Medicare card.
Report your wages if you work and receive Social Security disability insurance or Supplemental Security Income benefits.

If you’re a non-citizen who lives outside of the United States and you received or repaid Social Security benefits last year, we will send you form SSA-1042S in the mail. The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income benefits.

Visit www.ssa.gov to find more about our online services.

The Planning Center, is a fee-only financial planning and wealth management firm. Email us at .

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.

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 are a few other things you can do when logged in to your My Social Security account online: