To get your SSA-1099, sign in to your free my Social Security account at ssa.gov and download it, or request a replacement by calling 1-800-772-1213 or visiting a local Social Security office. The Social Security Administration mails the form every January to anyone who received benefits the previous year, and the prior year’s form becomes available online on February 1. So for 2025 benefits, you can pull the statement starting February 1, 2026.1Social Security Administration. Get Tax Form (1099/1042S)
Download It From Your My Social Security Account
This is the fastest method. Sign in at ssa.gov, select the option to view your tax form, choose the year from the dropdown, and download the PDF. Statements from the past six years are available through the same portal, which helps if you’re amending an older return.2Social Security Administration. How Can I Get a Replacement Form SSA-1099/1042S, Social Security Benefit Statement The digital PDF has the same standing as the paper copy for filing and audit purposes.
If You Don’t Have an Account Yet
You’ll create one through either Login.gov or ID.me, both free federal identity verification services.3Social Security Administration. my Social Security | SSA You’ll provide your name, Social Security number, and date of birth, then upload a photo of a government-issued ID and take a selfie. The whole process usually takes under 15 minutes.
If Identity Verification Fails
If the online verification doesn’t go through, SSA directs you to complete it using the in-person or video chat options offered by Login.gov or ID.me.4Social Security Administration. Sorry, We Could Not Verify Your Identity ID.me runs a live video call with an agent who walks you through it. You can also skip the online route entirely and use the phone or in-person options below.
Request a Replacement by Phone
Call 1-800-772-1213. The automated system runs 24 hours a day and can order a replacement form without a live representative; just follow the prompts and it will mail one to the address SSA has on file. If you want to talk to a person, live representatives answer Monday through Friday, 8:00 a.m. to 7:00 p.m. local time. The TTY line for callers who are deaf or hard of hearing is 1-800-325-0778, and SSA provides interpreter services for other languages.5Social Security Administration. Contact Social Security By Phone
Mailed replacements arrive in roughly 5 to 10 business days. If a tax deadline is close, use the online download instead.
Visit a Local Social Security Office
Find the nearest office through the locator at ssa.gov/locator by entering your address or ZIP code.6Social Security Administration. Field Office Locator Scheduling an appointment usually means less waiting than walking in. At the office, scan the QR code near the entrance to use SSA’s Mobile Check-in Express, which pings your phone when a representative is ready, or check in at the kiosk inside.7Social Security Administration. How to Get a Social Security Tax Statement (SSA-1099) Bring a current government-issued photo ID, such as a driver’s license, state ID, or passport. Many offices can print the SSA-1099 on the spot; some cases require the form to be mailed from a central processing facility.
The in-person route is the best fit if you’re locked out of your online account, need to correct information, or have questions about what the form shows.
If You Receive Form SSA-1042S Instead
Most U.S. citizens and resident aliens get Form SSA-1099. If the IRS classifies you as a nonresident alien, SSA issues Form SSA-1042S instead and withholds a flat 30 percent federal income tax on 85 percent of your benefits, unless a tax treaty with your home country reduces that rate.8Social Security Administration. Nonresident Alien Tax Screening Tool (Reference) The SSA-1042S is available through the same three methods above.
Getting the Form for Someone Else
As a Representative Payee
If you manage benefits for another person, sign in to your own my Social Security account and select Representative Payee Services to view notices and messages for the beneficiaries you represent.9Social Security Administration. Representative Payee Portal If you can’t pull the tax form online, call 1-800-772-1213 or visit a local office with documentation showing your payee status.
For a Deceased Beneficiary
When a beneficiary dies, SSA mails the final SSA-1099 to the last address on file, covering benefits paid through the date of death for use on the final tax return. Only the executor or surviving spouse is entitled to the statement. Online access to a deceased person’s my Social Security account is automatically blocked, so a replacement has to come through a phone call or an in-person visit.10Social Security Administration. Replacement Social Security Benefit Statement
If the Amount on Your SSA-1099 Is Wrong
If the benefit total doesn’t match what you actually received, don’t file with the incorrect number. Call 1-800-772-1213 or visit your local office to request a correction, and have bank statements or payment records ready that show the amounts you received.11Social Security Administration. Requests for Correction of Information Under Section 515 SSA will review the discrepancy and issue a corrected form if warranted.
Common causes of mismatches include benefit suspensions, overpayment recoveries, and retroactive adjustments that crossed calendar years. When SSA withholds money to recover an overpayment, the SSA-1099 should show the net amount, but errors do happen. Fixing the form before you file saves you from amending the return later.