Tax season is approaching, and replacing your Benefit Statement for last year 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 on your income tax returns to the Internal Revenue Service (IRS), and your local tax revenue agency (as applicable).
If you live in the United States, Puerto Rico, Virgin Islands or another US territory 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 do not have access to a printer, you can save the document to your computer. If you do not 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 (currently available only for individuals having a valid driver’s license or government ID issued by one of 45 participant states or Washington DC).
· 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 benefits.
If you are a non-US citizen who lives outside of the United States and you received or repaid Social Security benefits last year, we will send you the form SSA-1042S in the mail.
If you are unable to access internet, you could request these forms by calling your local field office. Find the phone numbers of your office after entering your zip code at: www.ssa.gov/locator
Due to the COVID-19 pandemic, we could not receive visitors at our field office except for previously arranged appointments on special limited critical situations. However, we continue providing our services by phone and internet. If you have questions on Social Security benefits and services, please access www.socialsecurity.gov. You could also access our automated services at 1-800-772-1213 or call your local Social Security office Monday to Friday from 9:00AM to 4:00PM. To locate the telephone number of your local field office, please input your residential zip code at www.ssa.gov/locator/