Tax season is right here, and we’ve made changing your annual Profit Assertion simpler. There’s no want to attend on the telephone or make an appointment to go to a Social Safety workplace.
The Social Safety Profit Assertion is also referred to as the SSA-1099 or the SSA-1042S. It’s a tax kind we mail to you each January in the event you obtain Social Safety advantages. It reveals the overall quantity of advantages you obtained within the earlier yr, so you understand how a lot Social Safety revenue to report back to the IRS in your tax return.
Supplemental Safety Earnings (SSI) funds aren’t taxed. If SSI is the one fee you obtain from us, we received’t ship you a Profit Assertion.
Should you misplace your SSA-1099/SSA-1042S otherwise you didn’t obtain the shape in January, you will get a alternative on-line by signing in to your private my Social Safety account.
Choose the “Exchange Your Tax Kind SSA-1099/SSA-1042S” hyperlink. Go to the “Select a yr” dropdown menu. Select from any of the previous 6 years for which advantages have been paid and choose the “Obtain” hyperlink.
A alternative for the latest tax yr might be accessible starting February 1.
You’ll be able to immediately view and print your SSA-1099/SSA-1042S. Should you don’t have entry to a printer, it can save you every doc in your laptop or laptop computer or electronic mail it.
You’ll be able to simply create a private my Social Safety account in the event you don’t have one.
Should you’re a noncitizen and also you obtained or repaid Social Safety advantages final yr, we are going to mail you kind SSA-1042S. Should you reside outdoors the U.S. and wish a alternative kind, you possibly can create your private my Social Safety account with an ID.me credential. Should you can not create an account and you reside overseas, please contact your Federal Advantages Unit to request your SSA-1042S.
Should you don’t have entry to the web or can not create an account, you may have the choice to make use of our automated telephone providers to request a alternative SSA-1099/SSA-1042S (in the event you reside within the U.S.) The shape is obtainable after January 31. Our automated providers can be found 24 hours a day, 7 days every week, by calling 1-800-772-1213. If you hear “How can I assist you to immediately?” say “1099″.
If a beneficiary died earlier than the top of final yr or earlier than they obtained their SSA-1099, we are going to mail the shape to the final deal with on their document. The shape is used to file any ultimate tax return, if mandatory.
To study extra about this subject, go to:
Please share this info with household, associates, and others who may have it – and put up it on social media.
Did you discover this Data useful?
Thanks in your suggestions!