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Lane
Lane, JD,CFP, MBA, CRPS
Category: Social Security
Satisfied Customers: 11806
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 am presently filing taxes on an extension, I have lost my

Customer Question

I am presently filing taxes on an extension, I have lost my 1099 form to give my accountant. Can I go to a local office and get a copy?
JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.
Customer: I need my form SSA-1099 for the year 2015 for both my husband and myself to file taxes. How do I obtain a copy?
JA: Is there anything else important you think the Retirement Accountant should know?
Customer: I don't think so. Is there information you need from me?
Submitted: 8 months ago.
Category: Social Security
Expert:  Lane replied 8 months ago.

Hi. my name's Lane ... I can help here.

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There are two ways you can get the SSA-1099 on line.

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(1) Although not a mirror image, this will give the Accountant what they need: Getting a wage and Income transcript here has ALL 1099's (including the SSA-1099), as well as any other income documents such as W-2's

...... get that here -> https://www.irs.gov/individuals/get-transcript

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Once you get in, be sure to ask for the "Wage and Income Transcript." There are several types of transcripts

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(2) You can go to MySocialSecurity online and set up an account and get it there:

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https://www.ssa.gov/myaccount/

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And then, if you prefer not to do that, IRS DOES advertise that getting transcripts is one of the seven things you can do at a local field office. See this:

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https://www.irs.gov/uac/walk-in-seven-reasons-to-visit-an-irs-taxpayer-assistance-center

Expert:  Lane replied 8 months ago.

Here's the site where you can enter a zip code and get the closest IRS Taxpayer Service Center.

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https://apps.irs.gov/app/officeLocator/index.jsp

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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