Get Social Security tax forms online

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Photo: Social Security Administration


by Everett M. Lo, Social Security Administration

Tax time is fast approaching. Preparing your documents can seem overwhelming. Some forms and paperwork might be difficult to track down. Social Security has made it easy to track down your annual Benefit Statement.

An SSA-1099, or your annual Benefit Statement, is a tax form Social Security mails each year in January to people who receive Social Security benefits. It shows the total amount of benefits received from Social Security in the previous year so people know how much Social Security income to report to the IRS on their tax return. You should receive your SSA-1099 by Jan. 31, 2017.

For noncitizens who live outside of the United States and received or repaid Social Security benefits last year, we’ll send form SSA-1042S instead. The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI).

If you currently live in the United States and need a replacement form SSA-1099 or SSA-1042S, we have a way for you to get an instant replacement quickly and easily. Go online and request an instant replacement form with a my Social Security account at www.socialsecurity.gov/myaccount. The online replacement form is available beginning Feb. 1, 2017. Every working person in the U.S. should create a my Social Security account. The secure and personalized features of my Social Security are invaluable in securing a comfortable retirement — for today and tomorrow.


Everett M. Lo is with the Social Security Administration’s Regional Public Affairs Office in the New York Region. You can contact Social Security at (800) 772-1213 or (800) 325-0778 TTY.

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