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how do i get a social security statement of benefits

by Eloisa Raynor Jr. Published 3 years ago Updated 2 years ago
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Statements can be obtained in one of the following three ways:

  • By calling the main SSA phone line at 1-800-772-1213
  • By contacting your local SSA office
  • By creating an online account with the SSA’s website

Full Answer

How do you find out your Social Security benefits?

  • Currently receiving benefits on your own Social Security record.
  • Waiting for a decision about your application for benefits or Medicare.
  • Age 62 or older and receiving benefits on another Social Security record.
  • Eligible for a Pension Based on Work Not Covered By Social Security.

How can I get a form ssa-1099/1042s, Social Security benefit statement?

How can I get a form SSA-1099/1042S, Social Security Benefit Statement? Using your online my Social Security account. 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. What if I did not receive a SSA-1099?

How do you calculate SSA benefits?

  • The SSA starts with $735.
  • The only income you receive each month is $400 from a part-time babysitting job.
  • The SSA ignores the first $65 of that each month, as well as half of the rest. ($400 – $65) x 0.50 = $167.50.
  • So the SSA deducts the remaining $167.50 of your babysitting dollars from $735.
  • You receive a grand total of $567.50 for SSI.

How do you get your annual social security statement?

Every year you delay beyond your full retirement age, up to age 70, you get ... Know Your Social Security Act -- that would force Social Security to resume mailing annual earnings statements ...

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How can I get a statement of my Social Security benefits?

If you would like to receive your Social Security Statement by mail, please print and complete a "Request For Social Security Statement" (Form SSA-7004) and mail it to the address provided on the form. You should receive your paper Social Security Statement in the mail in four to six weeks.

Can you get your Social Security benefit statement online?

Your Social Security Statement (Statement) is available to view online by opening a my Social Security account. It is useful for people of all ages who want to learn about their future Social Security benefits and current earnings history.

What is a Social Security Benefit Statement?

Your Social Security Statement shows how much you have paid in Social Security and Medicare taxes. It explains about how much you would get in Social Security benefits when you reach full retirement age. If you become disabled and unable to work, you may be eligible for disability benefits.

Does Social Security still mail out annual statements?

The Social Security Administration now only sends mailed annual statements to people ages 60 and up who are not yet collecting benefits and who have not created online accounts with the agency.

Does Social Security send out 1099?

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.

How do I get my 2021 Social Security benefit statement?

How can I get a form SSA-1099/1042S, Social Security Benefit Statement?Using your online my Social Security account. ... 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.

How often do you receive a Social Security Statement?

SSA will stagger the mailing of the statements throughout the year, with approximately 500,000 statements delivered each day. Workers will automatically receive their statements about three months before their birth month.

At what age do you stop paying taxes on Social Security benefits?

At 65 to 67, depending on the year of your birth, you are at full retirement age and can get full Social Security retirement benefits tax-free.

How to get a replacement Social Security card?

If you receive benefits or have Medicare, your personal my Social Security account is also the best way to: Request a replacement Social Security number card (in most states and the District of Columbia). Get your benefit verification letter. Check your benefit and payment information. Change your address and phone number.

How long does it take to create a Social Security document?

If you don’t have a my Social Security account, creating one is very easy to do and usually takes less than 10 minutes.

How to get a replacement SSA-1099?

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.

What is SSA 1099?

The Benefit Statement , also known as the SSA-1099 or the SSA-1042S, is a tax form we mail each year in January to people who receive Social Security benefits. It shows the total amount of benefits you received from us in the previous year so you know how much Social Security income to report to the IRS on your tax return.

Do you report wages if you work and receive Social Security?

Report your wages if you work and receive Social Security disability insurance or SSI benefits.

Do I need to send SSA 1099 to non-citizens?

If you’re a non-citizen who lives outside of the United States and you received or repaid Social Security benefits last year, we will send you form SSA-1042S in the mail. The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI) benefits.

What is the number to call for tax return?

If you are deaf or hard of hearing, call our toll-free TTY number, 1-800-325-0778, between 7 a.m. and 7 p.m. local time, Monday through Friday. Tax season can be a stressful time for some, but we’ve tried to make it easier for you. Remember to share this information with friends and family.

What is a 1099 form?

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. Luckily, Social Security has you covered. If you live in the United States and you need a copy of your SSA-1099 or 1042S tax form, simply go online and get an instant, printable copy of your form with a my Social Security account.

How to get a Social Security verification letter?

If you have questions or need help understanding how to request your benefit verification letter online, call our toll-free number at 1-800-772-1213 or visit your Social Security office. If you are deaf or hard of hearing, call our toll-free TTY number, 1-800-325-0778, between 8:00 a.m. and 5:30 p.m. Monday through Friday.

What can I use my Social Security letter for?

You may use your letter for loans, housing assistance, mortgage, and for other income verification purposes. You can also use it to prove that you don't receive benefits, have applied for benefits, or that you have never received Social Security benefits or SSI.

How long does it take to create a Social Security account?

Creating a free my Social Security account takes less than 10 minutes, lets you download or print your benefit verification letter, and gives you access to many other online services.

What is a benefit verification letter?

The Benefit Verification letter, sometimes called a "budget letter," a "benefits letter," a "proof of income letter," or a "proof of award letter," serves as proof of your retirement, disability, Supplemental Security Income (SSI), or Medicare benefits.

How long does it take to create a Social Security document?

If you don’t have a my Social Security account, creating one is very easy to do and usually takes less than 10 minutes.

How to get a replacement SSA-1099?

If you 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 through your personal my Social Security account.

When do you get a 1099 from Social Security?

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.

When was the last update for Social Security?

Last Updated: February 22, 2019. Tax season is approaching, and Social Security has made replacing your annual Benefit Statement even easier. The Benefit Statement is also known as the SSA-1099 or the SSA-1042S.

When is the replacement SSA-1099 available?

A replacement SSA-1099 or SSA-1042S is available for the previous tax year after February 1.

Do you report wages if you work and receive Social Security?

Report your wages if you work and receive Social Security disability insurance or Supplemental Security Income (SSI) benefits.

Can I get a copy of my SSA 1099?

The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI). With a personal my Social Security account, you can do much of your business with us online, on your time, like get a copy of your SSA-1099 form. Visit our website to find out more. See Comments.

How long does it take to create a Social Security account?

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.

When is the SSA-1099 available?

A replacement SSA-1099 or SSA-1042S is typically available for the previous tax year after February 1. If you don’t have access to a printer, you can save the document on your computer or laptop and email it.

How to get a replacement 1099?

Need a replacement copy of your SSA-1099 or SSA-1042S, also known as a Benefit Statement? You can instantly download a printable copy of the tax form by logging in to or creating a free my Social Security account.

What is a 1099 form?

A Social Security 1099 or 1042S Benefit Statement, also called an SSA-1099 or SSA-1042S, is a tax form that shows the total amount of benefits you received from Social Security in the previous year. It is mailed out each January to people who receive benefits and tells you how much Social Security income to report to the IRS on your tax return.

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