An SSA-1099 is a tax form we mail each January to people who receive Social Security benefits.
If you did not receive your SSA-1099 from Social Security, also called a Social Security Benefit Statement, you can request one online with a my Social Security account. Replacement SSA-1099s are available beginning February 1 for the previous year.
You'll typically receive a 1099 by the end of January or early February the year after the income was earned.
Form 1099-SA is filed by providers of HSAs or MSAs, including Archer and Medicare MSAs. These forms are sent to individual account holders and the IRS. Like other 1099 forms, the issuing entity should send it to the taxpayer by the end of January each year.
Like Forms W-2, Forms 1099 are supposed to be mailed out by January 31st. You need a Form W-2 to file with your return, but do you really need a Form 1099? No. In contrast to Forms W-2, you don't file Forms 1099 with your return.
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. A replacement SSA-1099 or SSA-1042S is available for the previous tax year after February 1.
If the taxpayer doesn't receive the missing form in time to file their income tax return by the filing due date, they may complete Form 4852 or Form 1099-R to estimate their wages and earnings. They then attach the relevant form to their tax return when they file.
Statements to Recipients
You can furnish each recipient with a single payee statement reporting all Form 1099-MISC payment types. You are required to furnish the payee statements by January 31 and file with the IRS by February 28 (March 31, if filing electronically).
No problem: You can e-file without the physical 1099 in hand. Here's what to do: Just like W-2s, 1099s are supposed to be sent by the end of January each year. But if you didn't get a 1099, because of an incorrect address or some other mishap, first call whoever should have sent it.
The forms SSA-1099 and SSA-1042S are not issued for people who receive Supplemental Security Income (SSI) because these payments are not considered taxable income. A replacement SSA-1099 or SSA-1042S is generally available for the previous tax year after February 1.
Have you heard about the Social Security $16,728 yearly bonus? There's really no “bonus” that retirees can collect. The Social Security Administration (SSA) uses a specific formula based on your lifetime earnings to determine your benefit amount.
The Statement will arrive by mail in 4 to 6 weeks. For more information visit the Get Your Social Security Statement webpage.
At what age is Social Security no longer taxable? Social Security income can be taxable no matter how old you are. It all depends on whether your total combined income exceeds a certain level set for your filing status. You may have heard that Social Security income is not taxed after age 70; this is false.
If you never received yours, you can get a replacement online, by phone, or at your local Social Security office. Detailed instructions are available at the official Social Security website.
Generally, if Social Security benefits were your only income, your benefits are not taxable and you probably do not need to file a federal income tax return.
The deadline to mail 1099s to taxpayers is usually Jan. 31 of the year following the tax year. You're still responsible for paying any taxes owed on income earned during the tax year if a 1099 form isn't received.
If you have not received an expected 1099 by a few days after that, contact the payer. If you still do not get the form by February 15, call the IRS for help at 1-800- 829-1040. In some cases, you may obtain the information that would be on the 1099 from other sources.
Sign in to your account. Download your 1099 or 1042S tax form in your Social Security account. If you live outside the United States and can't access your form online, contact a Federal Benefits Unit for help.
If you earned less than $600 within the tax year, the chances are high that you will not receive a 1099 form. Sure, some employers might just decide to send Form 1099-MISC or 1099-NEC to you anyway, but overall, the tax law does not require it of them.
The due date is extended to March 31st for payers who file electronically. However, you will need to have the Forms 1099 in the recipients' hands by January 31st. Failure to file these forms by the required deadline is considered a violation of IRS regulations and is subject to penalties.
Income Taxes and Your Social Security Benefit (En español)
Between $25,000 and $34,000, you may have to pay income tax on up to 50% of your benefits. More than $34,000, up to 85% of your benefits may be taxable.
You may view and print your Form 1099-Rs for 2024 and prior tax years on myCalSTRS. Your 2024 Form 1099-R will be available online by January 31, 2025. In addition, duplicate Form 1099-Rs can be requested in writing.
The 2024 and 2025 limit for joint filers is $32,000. However, if you're married and file separately, you'll likely have to pay taxes on your Social Security income.