If you get Social Security benefits, then you know that every January the Social Security Administration (SSA) mails out a tax form. For most people, this is called Form SSA-1099. If you are a noncitizen who received or repaid benefits last year, you get Form SSA-1042S instead.
These forms show the total amount of benefits you received and how much income you need to report to the IRS on your tax return. But what happens if you lose it, or it never arrives in your mailbox? The good news is that getting a replacement is simple, and you have more than one option.
What is the difference between form SSA-1099 and SSA-1042S?
It helps to know which form you need.
- Form SSA-1099: Sent to U.S. citizens and legal residents who received Social Security benefits.
- Form SSA-1042S: Sent to noncitizens who received or repaid benefits.
Keep in mind that these forms are not created for people who only receive Supplemental Security Income (SSI). If you get SSI, you will not get an SSA-1099 or SSA-1042S at all.
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How to get a replacement form online
The fastest and easiest way to get a replacement is through your personal my Social Security account. Here is what you can do:
- Sign in at ssa.gov/myaccount.
- Select the option “Replace Your Tax Form SSA-1099/SSA-1042S.”
- Choose the year you need from the dropdown menu.
- Download, print, or save the form instantly.
The form for the most recent tax year is usually available starting February 1. You can also go back and get forms for up to the past six years if you need them.
If you do not already have an account, you can create one at the SSA website. It only takes a few minutes, and once you set it up, you can use it anytime you need.
How to get a replacement by phone
If you are not comfortable using the internet, you can also call the Social Security Administration directly.
- Dial 1-800-772-1213 (TTY 1-800-325-0778).
- Representatives are available Monday through Friday, from 8:00 a.m. to 7:00 p.m.
When you call, be ready to verify your identity, such as confirming your Social Security number or answering security questions. Once they confirm who you are, they can send you a replacement form.
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How to get a replacement at your local office
You also have the option of visiting your local Social Security office. If you go this route, make sure you bring proper identification, such as a driver’s license or state-issued ID card. The staff there can help you request a copy of your form.
How to get a replacement if you live outside the U.S.
For people living abroad, there is still a way to get your tax form. You can create a my Social Security account using ID.me credentials. If that does not work for you, then you should contact your nearest Federal Benefits Unit for assistance.
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