Step-by-Step Guide- How to Obtain a 1099 Form from Social Security
How do I get a 1099 form from Social Security? If you receive benefits from the Social Security Administration (SSA), it’s important to understand how to obtain your 1099 form. This form is crucial for tax purposes, as it reports the amount of benefits you received during the previous year. Here’s a step-by-step guide to help you get your 1099 form from Social Security.
Firstly, it’s essential to note that the SSA typically sends out 1099 forms by the end of January each year. If you haven’t received your form by early February, there are several ways to obtain it:
1. Check Your SSA Account Online:
– Visit the SSA’s official website at https://www.ssa.gov/myaccount/.
– Sign in to your account using your username and password.
– Navigate to the “Mailings” tab and select “Request a replacement 1099 form.”
– Follow the prompts to submit your request, and the SSA will send you a new form via mail.
2. Call the SSA:
– Call the SSA’s toll-free number at 1-800-772-1213 (TTY: 1-800-325-0778).
– Provide your personal information, such as your Social Security number and date of birth, to the representative.
– Request a replacement 1099 form, and the SSA will mail it to you.
3. Visit Your Local SSA Office:
– Locate the nearest SSA office by using the SSA’s office locator tool at https://www.ssa.gov/office_locator/.
– Visit the office in person and request a replacement 1099 form.
– Bring a valid photo ID and proof of your Social Security number to the office.
4. Use a Tax Preparation Service:
– If you’re using a tax preparation service, you can ask them to request the 1099 form on your behalf.
– Provide the tax preparer with your Social Security number and the year for which you need the form.
Remember to keep your 1099 form for your records, as it may be necessary when filing your taxes. If you have any questions or concerns about obtaining your 1099 form from Social Security, don’t hesitate to contact the SSA for assistance.