SSA-1099
Form SSA-1099 reports the Social Security benefits you received during the year. You use it when filing your federal tax return.
Also known as
Related terms
- Social Security Disability Insurance
A federal insurance program that provides monthly income to workers who become disabled and can no longer engage in substantial gainful activity, funded through payroll taxes (FICA).
- Social Security Retirement Benefits
Monthly cash benefits paid by the SSA to workers who have earned sufficient work credits and choose to begin collecting retirement benefits, available as early as age 62 (reduced) or as late as age 70 (maximum).
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Frequently asked questions about SSA-1099
What is Form SSA-1099?+
The yearly statement from SSA showing how much Social Security you received.
Who qualifies for Form SSA-1099?+
Anyone who received Social Security retirement, survivor, or disability payments.
How do I apply for Form SSA-1099?+
Get a copy at ssa.gov/myaccount if you misplaced yours.
Where can I get help?+
Call BenefitKarma at (866) 201-2604 or use our free benefit screener.