What's the SSA-1099?
The SSA-1099 form, also known as the Social Security Benefit Statement, is a critical document for reporting Social Security income on your tax returns. It provides a summary of benefits received during the year and specifies the taxable portion of those benefits.
Why is the SSA-1099 Important?
If you received Social Security benefits during the year, you’ll need the SSA-1099 to file your taxes.
This form helps you:
Report the total amount of Social Security benefits you received
Figure out whether any of your benefits are taxable
Enter the correct amounts on your tax return
Avoid delays or notices caused by missing income
How to get your SSA-1099
The Social Security Administration sends out SSA-1099 forms every year. If you don’t have yours or need a replacement, here are your options.
Check your mail
SSA usually mails SSA-1099 forms by January 31. If you receive benefits, your form should arrive by early February.
Download it online
You can get a copy through your my Social Security account:
Sign in or create an account
Go to your tax documents
Download and print your SSA-1099
This is usually the fastest option.
Contact Social Security
If you can’t access your form online, you can:
Call Social Security at 1-800-772-1213
Visit your local Social Security office to request a copy
Important timing to know
SSA-1099 forms are generally issued by January 31
Online copies are usually available shortly after
You’ll need the form before filing your federal tax return, typically due in April
Where this shows up on your tax return
When you file your taxes:
You’ll report the total Social Security benefits from your SSA-1099
If part of your benefits is taxable, that amount is reported separately
Whether your benefits are taxable depends on your filing status and your other income for the year.
This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.
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