As tax season approaches, the Social Security Administration (SSA) is making it simpler for beneficiaries to obtain their annual Benefit Statement. Known as the SSA-1099 or SSA-1042S, this essential tax document is sent out every January to individuals who receive Social Security benefits. It summarizes the total benefits received in the previous year, providing vital information for accurate reporting on tax returns.
Understanding Your Benefit Statement
If you are a recipient of Supplemental Security Income (SSI), it’s important to note that these payments are not taxable. Consequently, if SSI is your only source of support from the SSA, you will not receive a Benefit Statement.
How to Replace a Lost Benefit Statement
Should you misplace your SSA-1099 or SSA-1042S, or if you did not receive it in January, obtaining a replacement has never been easier. Simply log into your my Social Security account and click on the “Replace Your Tax Form SSA-1099/SSA-1042S” option. From there, you can select the year you need from a dropdown menu covering the past six years and download the form directly.
Availability and Access
Replacement forms for the most recent tax year will be accessible starting February 1st. You can view and print your SSA-1099/SSA-1042S instantly. If printing is not an option, you have the alternative to save the document to your device or email it to yourself for later use.
Creating a My Social Security Account
If you don’t already have a my Social Security account, setting one up is straightforward and can be done online. This account not only allows you to manage your benefits but also provides quick access to your tax documents.
Special Considerations for Noncitizens
For noncitizens who received or repaid Social Security benefits last year, the SSA will send out form SSA-1042S. If you live outside the U.S. and need a replacement form, you can create a my Social Security account using ID.me credentials. Should you encounter difficulties in creating an account while living abroad, it is advisable to reach out to your Federal Benefits Unit for assistance with your SSA-1042S request.
Alternative Request Methods
If internet access is a challenge or if you prefer not to create an account, the SSA also offers automated phone services for requesting a replacement SSA-1099 or SSA-1042S, available 24/7. If you are in the U.S., you can call 1-800-772-1213, and when prompted, simply say “1099” to initiate your request. Note that these forms will be available after January 31st.
For Deceased Beneficiaries
If a beneficiary passed away before the end of the previous year and did not receive their SSA-1099, the SSA will send the form to the last known address on record. This document may be necessary for filing any final tax returns.
For further information regarding income taxes and your Social Security benefits, consider reviewing the SSA’s resources or consulting with a tax professional to clarify any questions you may have regarding your specific tax situation.
