The SSA-1099 is a tax form that details the amount of Social Security benefits you received during the previous year.
You’ll use the SSA-1099 to report your Social Security benefits when filing your federal tax return, as some benefits may be taxable.
You can access your SSA-1099 online by logging into your account on the Social Security Administration’s website for easy downloading.
If you receive Social Security benefits, the SSA will automatically mail your SSA-1099 form by January 31st each year for your tax filing.
The form shows your total benefits for the year, any taxable portion, and any federal income tax withheld, helping you assess your tax obligations.
If you notice an error on your SSA-1099, contact the SSA for corrections or request a replacement form.
Besides tax filing, you may need the SSA-1099 to apply for loans or as proof of income for other financial needs.