Questions

How do I get my SSA-1099-R?

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How do I get my SSA-1099-R?

Calling us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday, 8:00 am – 7:00 pm; or. Contacting your local Social Security office.

Does Social Security send a 1099-R?

A Social Security 1099 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 you received from Social Security in the previous year so you know how much Social Security income to report to the IRS on your tax return.

Can I get my Social Security 1099-R online?

Sign in to your my Social Security account to get your copy Creating a free my Social Security account takes less than 10 minutes, lets you download your SSA-1099 or SSA-1042S and gives you access to many other online services.

Is SSA-1099 the same as 1099-R?

There is a difference. The Form SSA-1099 is for your social security benefit and Form 1099-R is your pension distribution.

Why have I not received a SSA-1099 for 2020?

If you did not receive your SSA-1099 or have misplaced it, you can get a replacement online if you have a My Social Security account. Sign in to your account and click the link for Replacement Documents. You’ll be able to access your form and save a printable copy.

When should I expect my SSA-1099?

January
The Social Security 1099 (SSA-1099) or Benefit Statement is a tax form Social Security mails each year in January. It shows the total amount of benefits you received from Social Security in the previous year, so you know how much Social Security income to report to the IRS on your tax return.

Do I have to file taxes on SSA-1099?

The IRS will also receive a copy of your Form SSA-1099. This form shows your total Social Security benefits for the year and any taxes withheld. If you have no other income, your benefits may not be taxable and you may not need to file a tax return.

Can I get my 2021 SSA-1099 online?

If you live in the United States 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.

How do I get a copy of my 1099 form?

To order these instructions and additional forms, go to www.irs.gov/EmployerForms. Caution: Because paper forms are scanned during processing, you cannot file certain Forms 1096, 1097, 1098, 1099, 3921, or 5498 that you print from the IRS website.

Do I have to include SSA-1099 on my taxes?

You don’t need to send the SSA-1099 in with your tax return, although you shouldn’t prepare your taxes without it. This is true of all 1099 forms, which show a variety of miscellaneous income such as interest, dividends, and payments for independent contractors.

How do I file taxes with a SSA-1099?

The net amount of social security benefits that you receive from the Social Security Administration is reported in Box 5 of Form SSA-1099, Social Security Benefit Statement, and you report that amount on line 6a of Form 1040, U.S. Individual Income Tax Return or Form 1040-SR, U.S. Tax Return for Seniors.

What happens if I didn’t get a 1099 from Social Security?

If you currently live in the United States and you need a replacement form SSA-1099 or SSA-1042S, simply go online and request an instant, printable replacement form with a personal my Social Security account. A replacement SSA-1099 or SSA-1042S is typically available for the previous tax year after February 1.