Form SSA-1099, Social Security Benefit Statement
The yearly statement showing the Social Security benefits you received.
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About SSA Form SSA-1099
Form SSA-1099, Social Security Benefit Statement, is a tax document the Social Security Administration mails each year to people who received Social Security benefits. It shows the total benefits paid during the year, so you can use it when preparing your tax return. You do not fill this form out yourself, since the SSA issues it to you.
This page is a general guide and helper only. It is not tax advice. If you need a replacement, get it from the SSA at https://www.ssa.gov/manage-benefits/get-benefit-letter, and rely on the official statement from the SSA when you file.
Who needs to complete it
- People who received Social Security benefits during the year.
- Beneficiaries preparing a tax return that may include their benefits.
- Anyone who lost their statement and needs a replacement from the SSA.
- Representative payees who handle benefits for another person.
How to fill out SSA Form SSA-1099
- 1Understand that the SSA prepares and sends this statement, so you receive it rather than complete it.
- 2Check that your name and the beneficiary details on the statement are correct.
- 3Review the box that shows the total benefits paid to you during the year.
- 4Review any amount repaid to the SSA, which may reduce the net benefits shown.
- 5Note any voluntary federal income tax that was withheld from your benefits.
- 6Use the net benefit figure when preparing your tax return, following the tax instructions.
- 7If you did not receive the statement or lost it, request a replacement from the SSA online or by contacting them.
- 8Keep the statement with your tax records for the year.
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Frequently asked questions
Do I fill out the SSA-1099 myself?
No. The Social Security Administration prepares it and mails it to people who received benefits. You use the figures on it when you prepare your tax return.
What does the SSA-1099 show?
It shows the total Social Security benefits paid to you during the year, any amount you repaid, the net benefits, and any federal income tax withheld from your benefits.
How do I get a replacement?
You can request a replacement from the SSA, often through an online account, or by contacting them. The official page explains the current options.
Is this the official form?
This page is a helper and general guide, not tax advice. Use the official statement the SSA sends you, and get a replacement from the SSA at https://www.ssa.gov/manage-benefits/get-benefit-letter if you need one.