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I need my data regarding how much I received from SS this…

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I need my data...

I need my data regarding how much I received from SS this past year for Tax information

Accountant's Assistant: What state are you in? It matters because laws vary by location.

Texas

Accountant's Assistant: What steps have you taken so far?

Waiting --- usually the SSA sends my wife and I our SSA information--- a 1099?-- right after the new year but this year I have heard nothing

Submitted: 5 months ago.Category: Tax
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Answered in 9 minutes by:
3/19/2018
Tax Professional: Lev, Tax Advisor replied 5 months ago
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 33,338
Experience: Taxes, Immigration, Labor Relations
Verified

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

  • 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.

Ask Your Own Tax Question
Tax Professional: Lev, Tax Advisor replied 4 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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