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My husband died Sept. 14, 2017. I have not received a tax…

Customer Question
My husband died Sept...

My husband died Sept. 14, 2017. I have not received a tax return document for him and need it promptly.

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

I need a 2017 SSA-1099 form for ***** ***** Collins, born April 23, 1935,

Accountant's Assistant: Is there anything else important you think the Retirement Accountant should know?

The last 4 numbers of his ss account are 7759. he died Sept. 14, 2017.

Submitted: 3 months ago.Category: Social Security
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Answered in 11 minutes by:
3/23/2018
Social Security Expert: lev-tax, Tax Advisor replied 3 months ago
lev-tax
lev-tax, Tax Advisor
Category: Social Security
Satisfied Customers: 33,139
Experience: Taxes, Immigration, Labor Relations
Verified

Please accept my deepest condolences for your family's loss.

An SSA-1099 is a tax form the SSA 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 IRS on your tax return.

If you currently live in the United States and you need a replacement form SSA-1099, there are some options :

Using your online my Social Security account. If you don’t already have an account, you can create one online.

Go to Sign In or Create an Account. Once you are logged in to your account, select the "Replacement Documents" tab;

https://www.ssa.gov/signin

Please be aware that you may not have online account for the deceased person.

Calling us at 1-800_772_1213 (TTY 1-800_325_0778), Monday through Friday from 7 a.m. to 7 p.m.;

You may ask that form to be mailed to your address. That might take a week or so before you will have the form.

Contacting your local Social Security office.

The form will be printed immediately - but you may need to wait some time before a representative will serve you.

Let me know your zip code - and I will find a local SSA office serving your area.

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Social Security Expert: lev-tax, Tax Advisor replied 3 months ago

I appreciate if you take a moment to rate the answer.

Experts are ONLY credited when answers are rated positively.

If you still have any doubts, need clarification - please be sure to ask.

I am here to help you with all Social Security / Tax related issues.

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