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Lane
Lane, JD,CFP, MBA, CRPS
Category: Social Security
Satisfied Customers: 10135
Experience:  Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial, Social Security & Tax advice since 1986
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I need a copy of my deceased Mother's 1099 for 2015 to

Customer Question

I need a copy of my deceased Mother's 1099 for 2015 to complete her taxes. How can I get this online.
JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.
Customer: I am completing my mothers 2015 income tax I can't find her 1099 and I need it to give to my CPA in the morning. How can I get this online?
JA: Is there anything else important you think the Retirement Accountant should know?
Customer: My Mother died in March, 2015 and I am trying to complete income tax before extension ends. Her name is***** social security #437182412
Submitted: 1 month ago.
Category: Social Security
Expert:  Lane replied 1 month ago.

Hi, you can either ask the payor of the 1099 for a copy (They must keep ofr 4 years) OR you can go to the IRS online transcript site and get what's called a "Wage and Income Transcript."

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It won't give the accountant a 1099 itself, BUT will provide all of the same information (enough to complete the return).

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You can do that here: https://www.irs.gov/individuals/get-transcript

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Just click on the blue button that says "Get Transcript ONLINE"

Expert:  Lane replied 1 month ago.

By the way, the accountant should be able to do this as well, if you provide the other information about your mother.

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Please let me know if you have any questions at all, before rating me.

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And if you DON'T have other questions Your positive rating … (by using those the stars or faces on your screen, and then clicking “submit”) …would be appreciated!

Otherwise I receive no compensation for the work.

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Thank you,

Lane

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I hold a law degree, with concentration in Tax Law, Estate law & Corporate law, a Masters Degree, with specialization in financial accounting & tax, a BBA, and CFP & CRPS designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice, since 1986

Customer: replied 1 month ago.
I need her Social Security 1099 - is there a way I can get that onlne?
Expert:  Lane replied 1 month ago.

Yes, if you go here... https://www.ssa.gov/myaccount/

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you'll be asked some information abut your mother for verification purposes.

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very similar to the information at the Get transcript site.

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and the 1099-SSA will ALSO be in the wage and income transcript (all 1099's and w-2's will be there)