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I need to get copies of my Mother's past forms SSA-1099 for…

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I need to get...

I need to get copies of my Mother's past forms SSA-1099 for 2013-15, I am the executrix of her estate, I was her guardian.

Accountant's Assistant: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.

I need for tax purposes, my mother's SSA-forms 1099 for 2014 2015, I am the execurtix of her estate and was her legal guardian (papers on file)

Submitted: 8 months ago.Category: Social Security
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Answered in 14 minutes by:
9/12/2017
Social Security Expert: Lane, JD,CFP, MBA, CRPS replied 8 months ago
Lane
Lane, JD,CFP, MBA, CRPS
Category: Social Security
Satisfied Customers: 14,229
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial, Social Security & Tax advice since 1986
Verified

I'm so sorry, but the only way to retrieve this information is to call the 1-800 number OR go into a local office.

...

The only way to do this electronically would be to pretend to be here (which technically is not allowed by social security, but that's really about identity theft protection) and answer enough questions to sign into her "MySocialSecurity" account: https://www.ssa.gov/myaccount/

...

And if the death has already been reported that may not work, depending on how quickly SSA processes the death certificate.

...

By calling 1-***-***-****, you can speak to a Social Security representative ... (Generally, you’ll have a shorter wait time if you call during the week after Tuesday) ... between 7 a.m. and 7 p.m. Monday through Friday. THEY can send you this.

OR

...

(3) ... You can go into by going to your closest Social Security Office. (Although you might want to call the number above first to make an appointment).

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Social Security Expert: Lane, JD,CFP, MBA, CRPS replied 8 months ago

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Thanks,

Lane

Hi My name’s Lane - I hold a law degree (J.D.), with concentration in Tax Law, Estate law & Corporate law, an MBA in finance, a BBA, and CFP & CRPS (Chartered Retirement Plans Specialist) designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice 1986

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Lane
Lane
Lane, JD,CFP, MBA, CRPS
Category: Social Security
Satisfied Customers: 14,229
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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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