Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

In 2003, I received a "Form SSA-1099 (Benefit Statement).

Customer Question
In 2003, I received...

In 2003, I received a "Form SSA-1099 (Benefit Statement). How can I get another one? - How long does it take? I need it to do my taxes.

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

California - city of Milpitas.

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

None. Just looked up on email and have a copy of the 2003 form.

Accountant's Assistant: Anything else you want the lawyer to know before I connect you?

Not sure. My ID on the form is ###-##-####, if that will help.

Submitted: 4 months ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 8 minutes by:
3/21/2018
Tax Professional: Lane, JD, CFP, MBA, CRPS replied 4 months ago
Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 14,655
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
Verified

Please understand that you are not talking to Social Security here. This is JustAnswer.com ... a website that puts verified experts together with people who have questions about everything from Social Security, to tax to finance, to the way these things work together.

...

I CAN, however, tell you exactly what your options are for getting a copy of your SSA-1999

...

Social Security knows that people can lose the paper documentation. This is why they created "MY SOCIAL SECURITY" an online account that allows you to get copies of your award letter/benefit verification letter, 1099-SSA, see your earnings record, etc.

...

You can go there, log in (or set up your account AND log in if you've never used it) and print your documents immediately.

...

Here's the site for that: click here for MY SOCIAL SECURITY

...

Once you are logged in to your account, select the "Replacement Documents" tab

...

If you'd rather not use your online account, you have two other options:

...

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

...

OR

...

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

Ask Your Own Tax Question
Tax Professional: Lane, JD, CFP, MBA, CRPS replied 4 months ago

Please let me know if you have ANY questions at all, before rating me.

If this has helped, and you DON’T have other questions … I'd appreciate a positive rating (using the stars on your screen, and then clicking “submit")

That’s the only way JustAnswer.com will credit me for the work.

...

I hope you’ll rate me based on accuracy and thoroughness, rather than any good news / bad news content

But again, let me know if you need more here,

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, to clients on three continents, since 1986.

Ask Your Own Tax Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with a tax professionalLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Lane Your Own Question
Lane
Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 14,655
14,655 Satisfied Customers
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986

Lane 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:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,569 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
I need a copy of my 2017 ss statement, no, just need a copy
I need a copy of my 2017 ss statement JA: Have you talked to a tax professional about this? Customer: no JA: Anything else you want the Accountant to know before I connect you? Customer: just need a c… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I need a duplicate of Form SSA-1099-Social Security Benefit
i need a duplicate of Form SSA-1099-Social Security Benefit Statement … read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
I am ready to send my 2016 CA State Taxes in. The 540
I am ready to send my 2016 CA State Taxes in. The 540 Instructions say to attach my Fed 1040 with Schedules etc. I prepared my 1040 with Turbo Tax and my downloaded copy is 110 pages long with all wor… read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
462 satisfied customers
What does a 2017 Social Security Award Letter look like? I'm
What does a 2017 Social Security Award Letter look like? … read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
462 satisfied customers
I have a marketing company set up as a sole proprietorship. I
I have a marketing company set up as a sole proprietorship. I have filled out all 1099's to independent sales reps and have filled out the 1096 as well. I have a few questions. 1. do I send the 1099's… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
How often and when earnings are reported to IRS, if one is a
How often and when earnings are reported to IRS, if one is a permananet employee (receive W-2) or in another scenario if one is a consultant (receive 1099-MISC). Also how often and when IRS reports on… read more
BK-CPA
BK-CPA
Bachelor's Degree
687 satisfied customers
HI QUICK QUESTION, MY NEIGHBOR SOME OFFICE TOLD HIM TO DO HIS
HI QUICK QUESTION, MY NEIGHBOR SOME OFFICE TOLD HIM TO DO HIS TAXES THREE YEARS ON REFERENCE TO IMMIGRATION!! HE DOES NOT DO IT CAUSE HE IS RETIRED AND HE ONLY GETS SOCIA SECURITY BENEFITS HE SHOWED M… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I have been on long term disability since 2009. I was finally
I have been on long term disability since 2009. I was finally approved for social security in 2011. Social security paid me back pay from 2009 through 2011. All of that money had to be forwarded to my… read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
I do not have my statement of income for 2009. How do I get
I do not have my statement of income for 2009. How do I get another copy? I am on Social Security Benefits as a widow.… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
Do I have to show disability income on 1040? Do I have to
Do I have to show disability income on 1040? Do I have to show VA disability on 1040? I do not have 1099's for this income, so should I just show income that is taxable.… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
I am in charge of getting my mothers tax papers ready to file.
I am in charge of getting my mothers tax papers ready to file. The form ssa 1099-social security benefit statement we can not find..how do I get another one that will show what my mother earned in 200… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
How do I dispute a 1099-misc A company that I worked for 4
How do I dispute a 1099-misc? A company that I worked for 4 years ago sent me a 1099 for what they claim is a debt that I owe them. I have disputed this debt since the first time they claimed that I o… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
The IRS claims that I received income in 2008 from an employer
The IRS claims that I received income in 2008 from an employer that i ceased working for in 2003. What do I need to resolve this?… read more
Bizhelp
Bizhelp
Certified Public Accountant (CPA)
Bachelor\u0027s Degree
2,942 satisfied customers
I have retired from the City of Long Beach, CA..under the Public
I have retired from the City of Long Beach, CA..under the Public Employees' Retirement System (PERS) and have requested that theyt do not take out California Tax. I moved here to Oregon last September… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
I need a copy of 2003 tax returns, where can I get this, I
I need a copy of 2003 tax returns, where can I get this, I need to prove to the State of Calif. I was in Arizona at this time.… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
I am 62 yrs old and receive social security disability ...
I am 62 yrs old and receive social security disability benefits. For 2007 I received 11,656. I AM NOT SURE HOW TO FIGURE WHAT IF ANYTHING IS TAXABLE. On the form SSA-1099, box 6 says none. I am trying… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I havet paid my taxes in approx five years. I had a
I have't paid my taxes in approx five years. I had a death in the family when I was 21 and then developed a drinking problem. I procrastinated and told myslef if I didn't owe money, I didn't need to f… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
MY PREVIOUS EMPLOYER KEEPS TELLING ME THAT THEY HAVE SENT ...
MY PREVIOUS EMPLOYER KEEPS TELLING ME THAT THEY HAVE SENT MY W2 SINCES JANUARY OF THIS YEAR AND I'VE YET TO RECEIVE IT. THEY VERIFIED BY TELEPHONE CONVERSATION THAT MY ADDRESS IS CORRECT. HOW CAN I GE… read more
Christopher Phelps
Christopher Phelps
Sole Practitioner
Master Degree
1,180 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