How to get a replacement social security statement for taxes

Table of Contents Show

Proof of Benefits Letter
Can I get my Social Security tax statement online?
How do I get a replacement Social Security tax statement?
How can I get a copy of my 1099 from Social Security Online?
What do I do if I didn't receive my SSA

How can I correct the spelling of my name with the IRS?

Answer:

You can correct the spelling when you file or by calling us toll-free at 800-829-1040. When you file, check that both your name and SSN agree with your social security card to prevent any delays in processing your return and issuing any refunds. Report any change to the Social Security Administration by visiting their website or calling them at 800-772-1213 (TTY 800-325-0778).

Note: The spelling of your name on your tax return will be used on any refund check we issue you.

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I changed my name. How do I file my tax return?

Answer:

When you file your return, check that both your name and SSN agree with your social security card to prevent any delays in processing your return and issuing any refunds. Report any change to the Social Security Administration by visiting their website or calling them at 800-772-1213 (TTY 800-325-0778).

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Changed Your Name After Marriage or Divorce YouTube Video

The SSA-1099 is the federal tax form that shows the total amount of Social Security income you received from social security in the previous tax year. This is a vital document that the IRS or your state tax board can request as part of an audit.

The Social Security Administration (SSA) mails out this form every year, beginning in January, to people who receive Social Security benefits and reside in the United States.

Another form, the SSA-1042s, provides similar information about benefits for non-citizens who live outside of the United States.

If you have lost your SSA-1099, or if the document you need never arrived, you can request a replacement copy from the Social Security Administration. Replacement forms are available from February 1 onwards for enrollees with Social Security income to report.

To order a replacement SSA-1099 or SSA-1042s, log onto the SSA website with your Social Security account information. If you do not have an account, you can create one the first time you visit with information from the IRS on your tax return.

From the main account screen, choose the option to download a printable version of forms SSA-1099 and SSA-1042s, open the document and print.

This is a legal replacement document for the original, and it should be kept with your other tax documents, such as your Social Security benefit statements and other proof of income.

Proof of Benefits Letter

People who receive Supplemental Security Income (SSI) do not need a form SSA-1099 or an SSA-1042s. SSI and Medicare enrollees can instead request a proof of benefits letter from the SSA by logging into their account and requesting a paper copy of the form.

This usually arrives within 10 days, and it has the same effect as the SSA-1099 does for Social Security retirement benefits. You can also request a proof of benefits letter to show that you have never received SSI, or that you have applied and your application is still pending.

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Looking for your tax forms, like your W-2 or 1099-MISC? Most tax forms should be in your mailbox or on their way - but if you don’t have them in hand just yet, there are steps that you can take to make sure that you have what you need when it’s time to file.

If you’re looking for your annual Benefit Statement from the Social Security Administration (SSA), you’re in luck: things just got a little easier. Your form SSA-1099, Social Security Benefit Statement, or form SSA-1042S, Social Security Benefit Statement (Nonresident Aliens), should land in your mailbox by the end of January. But if you haven’t received your form yet and you live in the United States, you can print a replacement form online.

Simply click over to my Social Security on the SSA website. If you don’t already have an account, click the button to start. If you already have an account, simply log in to your account to view and print the form.

SSA

To create an account, you’ll need to have the following information handy:

A valid email address;
Your Social Security number; and
A U.S. mailing address.

You’ll enter this information on the next few screens which look like this:

SSA

Once you’ve created the account, you can request the request form. Just note that you can’t request a replacement form SSA-1099 or SSA-1042S for 2019 until after February 1, 2020.

You must be at least 18 years of age to create an account and you can only create an account for yourself. You cannot create an account for another person even if you have that person's written permission - that includes lawyers, accountants and representative payees. The penalties for violating that rule can be steep and include civil and criminal penalties (or both).

One more thing: These forms are for your “regular” Social Security benefits. Forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI) benefits.

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You can get your Social Security Statement (Statement) online by using your personal my Social Security account. If you don't yet have an account, you can easily create one.

Go to Sign In or Create an Account. Once you are logged in to your account, select the "Replace Your Tax Form SSA-1099/SSA-1042S" link. Calling us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday, 8:00 am – 7:00 pm. Contacting your local Social Security office.

Sign in to your my Social Security account to get your copy Already have a my Social Security Account? Sign in to your account below and go to “Replacements Documents” to view, save and print your SSA-1099 or SSA-1042S.

What do I do if I didn't receive my SSA

If you currently live in the United States and you need a replacement form SSA-1099 or SSA-1042S, simply go online and request an instant, printable replacement form with a personal my Social Security account. A replacement SSA-1099 or SSA-1042S is typically available for the previous tax year after February 1.