SSA 1099 Form: The Social Security Administration (SSA) mails the SSA-1099, also known as the Social Security Benefit Statement, to U.S. citizens and residents who received Social Security benefits in the prior year in January of each year.
The SSA-1099 is a statutory form utilized to disclose the aggregate sum of Social Security benefits received during the preceding calendar year. Individuals must have access to this information in order to file tax returns that accurately reflect their Social Security income with the Internal Revenue Service (IRS).
How do I obtain my Social Security 1099?
If an SSA-1099 is lost or misplaced, replacements are accessible via the My Social Security account on the Internet. By logging in and navigating to Replacement Documents, a printable copy is accessible.
Through My Social Security, the SSA-1042S tax form for non-citizen beneficiaries residing outside the United States is also accessible online.
Replacement SSA forms are available for request at 800-772-1213 or by visiting a local SSA office if you do not possess one. For individuals located overseas, please reach out to the nearest Federal Benefits Unit.
Social Security advises appointments to prevent protracted delays. Annually, replacement duplicates of both forms become available for purchase on February 1.
It is worth noting that individuals receiving Supplemental Security Income (SSI), which is exempt from taxation, do not require these forms.
To establish a My Social Security account, one must possess a genuine U.S. mailing address. Nonresidents can create and use accounts, but they must maintain a U.S. address.
Aiding in IRS reporting, Form SSA-1099 details the total Social Security benefits received during the prior year. The SSA-1042S for nonresident aliens performs the same function. Both forms are not accessible to recipients of SSI.