Social Security

Ask Social Security Questions and Get Answers ASAP

Ask an Expert,
Get an Answer ASAP!

Social Security

I need my statement for S.S. Benefits for last year to do my

Customer Question
Income Tax. Can you...
I need my statement for S.S. Benefits for last year to do my Income Tax. Can you Help me?
JA: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Please tell me more, so we can help you best.
Customer: I lost my statement of the amount of S>S> that I received last year and must do my income tax for 2016. Can you EMail me a Statement?
JA: Is there anything else important you think the Retirement Accountant should know?
Customer: No, not at this time.
Submitted: 9 months ago.Category: Social Security
Show More
Show Less
Ask Your Own Social Security Question
Answered in 7 minutes by:
4/17/2017
Social Security Expert: LawTalk, Attorney replied 9 months ago
LawTalk
LawTalk, Attorney
Category: Social Security
Satisfied Customers: 37,857
Experience: I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.
Verified

Good afternoon,

I'm Doug, and my goal is to provide you with excellent service today.

I'd like to make you aware that you are not communicating with the social security administration, but to JustAnswer, a pay-for-service question and answer site (you have offered $32 for a resolution of your situation). I can help you but have no ability to directly access social security's confidential information they have for you. I can however assist you in understanding how to get what you need from social security, often online and within about 15 minutes.

Good afternoon,

I'm Doug, and I'm very sorry to hear of your situation. My goal is to provide you with excellent service today.

I presume that you referring to the Form SSA-1099, which is necessary to do your taxes. If so, and you have not received it yet, it may have been lost in the mail.

If you currently live in the United States Social Security has a new way for you to get an instant replacement documents---such as your SSA-1099 tax form----and do things like change your address or bank account information quickly and easily:
1. Using your online “my Social Security” account. If you don’t already have an account, you can create one online. You can open your own social security online account and get a replacement SSA-1099, see your earnings statement, put in a change of address, see your estimated retirement benefit and much more, in about 15 minutes through this site: http://www.ssa.gov/myaccount/ Once you are logged in to your account, select the "Replacement Documents" tab. Then simply click on the link to your SSA-1099.

2. Or, you can call Social Security at 1-***-***-**** (TTY 1-***-***-****), Monday through Friday from 7 a.m. to 7 p.m. and request a replacement document.

3. Finally, if you prefer face to face transactions, you may contact your local Social Security office and they will process the request for you.

If you need this information immediately, and cannot wait a week to receive it, or you are unable to get it from the internet as described above, the only way that you can get it more quickly is to go to your local social security office and they can print out a copy of the benefits paid to you last year.

If you order the information today from SSA, and if you don't receive it in time to file your taxes by the 15th, there is not a big worry. You can simply file an Automatic Extension with the IRS and you can then file the return at your leisure up to October 15th of this year. Here is the Automatic Extension form that you can mail to the IRS if you need to:

https://www.irs.gov/pub/irs-pdf/f4868.pdf

You may reply back to me again if you have additional questions, and I will continue to assist you.

I am not an employee of this site and I am only paid for helping you when you rate my service to you. Please remember to rate my service to you by clicking on the rating stars on your screen (preferably 5-Stars) so that I can be compensated for helping you. Thank you in advance.

I wish you and yours well in 2017,

Doug

Ask Your Own Social Security Question
Social Security Expert: LawTalk, Attorney replied 9 months ago

Good afternoon,

Is there anything else I can assist you with today? It is possible that your questions and issues might be better served by an in-depth conversation with me. If you are interested, for a very nominal charge I can offer you a private phone conference.

Please know that I answered your question in good faith, providing you with the information that you asked for, and I did that with the expectation that you would act likewise and rate my service to you. If I have already provided you with the information you asked for and you have no additional questions, would you please now rate my service to you by clicking on the rating stars so that I can be compensated for assisting you? Rating me costs you nothing as you have already paid the deposit for my help. All rating does is ensure that I am paid for my time in working with you.

Thanks in advance for your rating of my service. It is greatly appreciated.

I wish you the best in 2017,

Doug

Ask Your Own Social Security Question
Ask LawTalk Your Own Question
LawTalk
LawTalk
LawTalk, Attorney
Category: Social Security
Satisfied Customers: 37,857
37,857 Satisfied Customers
Experience: I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.

LawTalk is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

dylatess

dylatess

ATTORNEY

3,441 satisfied customers

37 plus years of SSD practice

Megan C

Megan C

Certified Public Accountant (CPA)

4,565 satisfied customers

Licensed CPA, CMA, CFE, CGMA M.Accy Also Teach Accounting courses at Master's Level

LawTalk

LawTalk

Attorney

37,857 satisfied customers

I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.

R. Klein, EA

R. Klein, EA

Accountant

334 satisfied customers

Tax & Social Security Benefits specialist

Dimitry K., Esq.

Dimitry K., Esq.

Attorney

233 satisfied customers

Licensed in multiple jurisdictions, experienced business attorney.

AttorneyTom

AttorneyTom

Attorney

16 satisfied customers

Attorney

Stephanie O Joy, Esq

Stephanie O Joy, Esq

Soc. Sec. Attorney

3,234 satisfied customers

22+ years legal exp. - 12+ years owning/operating her own SSD Law practice.

< Previous | Next >

Related Social Security Questions
Procedure to change residence address. We are scheduled to
We are scheduled to move to a new address on January 30,2018 and would like to change my address on the records for social security and medicare. … read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
I reach my Social Security Full Retirement Age on March
I reach my Social Security Full Retirement Age on March 12th. 1. If I apply for my Social Security benefits to begin in March, will I be receiving my FRA benefit? 2. I would receive my first FRA benef… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Hooper, I am 79, my husband is Hooper and he was 80 years
My name is***** I am 79 , my husband is Charles Hooper and he was 80 years old when he passed away. … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I turn 65 years old Jan 21, 2018. I am a Veteran and use the
I turn 65 years old Jan 21, 2018. I am a Veteran and use the VA for all of my medical needs. They provide me a 1095-B Health Coverage form each year and I am covered. My question is : Do I have to tak… read more
abci168
abci168
Principal
27 satisfied customers
I WORKED ALMOST 4 YEARS nights in a hospital putting my 1st
I WORKED ALMOST 4 YEARS nights in a hospital putting my 1st HUSBAND THROUGH college I gave birth to my 1st child during that time and went back to work when he was 3 weeks old. When he graduated I fol… read more
taxmanrog
taxmanrog
Master\u0027s Degree
767 satisfied customers
I turn 66 (June 2017) this year and qualify for full
I turn 66 (June 2017) this year and qualify for full benefits. I also work,can I draw my full benefit and still work> I will make over the $45k threshold, … read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
I turned 62 on July 16th and I applied for my Social
Hi ... I turned 62 on July 16th and I applied for my Social Security. I have not heard from anyone yet. How long does it take the SSA to start making payments? … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I'm on ss and a very small pension. I had to go to work part
I'm on ss and a very small pension. I had to go to work part time to pay my bills. Can I get any of the federal with holding tax back? … read more
TaxRobin
TaxRobin
Vocational, Technical or Trade School
1 satisfied customers
My housekeeper is caring for her elderly mother who cannot
My housekeeper is caring for her elderly mother who cannot be left alone for any length of time. Is she eligible to receive any assistance for caring for her? … read more
TaxWhisperer
TaxWhisperer
Principal
Master's Degree
24 satisfied customers
I am going to be 70 on 1/22. I have been receiving my former
I am going to be 70 on 1/22. I have been receiving my former spouses SS and now will be switching to mine. I have a direct deposit to a bank. Will my SS continue to be deposited to the same account. … read more
TaxRobin
TaxRobin
Vocational, Technical or Trade School
1 satisfied customers
My question is regarding social security. my wife passed
my question is regarding social security. my wife passed away already. she worked in the federal government. I got her pension and other financial benefits as beneficiary. i reviewed her social securi… read more
keeperumiami
keeperumiami
Sr Financial & Tax Consultant
Bachelor\u0027s Degree
1 satisfied customers
Is there a benefit for a 60 year old widow for $200 a month?
Is there a benefit for a 60 year old widow for $200 a month? … read more
Carter McBride
Carter McBride
LLM
227 satisfied customers
I am a year old man collecting my retirement social security
I am a 69 year old man collecting my retirement social security I was told by a friend that I maybe able to also collect servivor benefits on my wife who passed away oct 1,1998 we were married for 25 … read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
My husband is 68 and in good health. He has always earned
My husband is 68 and in good health. He has always earned more than I have and plans to work until he is 70 to maximize his SS income, then when I am 67 I would draw 1/2 of his full retirement age inc… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I am 62. I decided to collect social security this year
I am 62. I decided to collect social security this year because I wanted to cut down my hours as a dental assistant for 2 public health hygienists because it was too much for me to stand on my feet fo… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
I am a widow going on 4 years. I am turning 60 this year.
I am a widow going on 4 years. I am turning 60 this year. can I apply for my husband SS benfits? … read more
Carter McBride
Carter McBride
LLM
227 satisfied customers
What will happen if the government shuts down. My husband
what will happen if the government shuts down. My husband and my social security checks are issued the 4th wed of ea month. We may be shut down by then. our medical benefit payments are taken out of t… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
If I change bank accounts for my direct deposit and the bank
if I change bank accounts for my direct deposit and the bank is the same just different account and the bank faxed the sheet for me to social security I had signed do I still need to go to the social … read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x