SSA-1099
Form SSA-1099 reports the Social Security benefits you received during the year. You use it when filing your federal tax return.
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Frequently asked questions about SSA-1099
What is SSA-1099?+
Form SSA-1099 reports the Social Security benefits you received during the year. You use it when filing your federal tax return.
Who qualifies for SSA-1099?+
Workers and families who meet the credit's income limits and filing rules. You generally need to file a tax return to claim it, even if you don't owe tax.
How do I apply for SSA-1099?+
Claim it on your federal tax return (Form 1040). Free filing help is available through IRS Free File and VITA sites. Official forms and instructions: https://www.ssa.gov/manage-benefits/get-tax-form-1099ssa.
Where can I get help?+
IRS Free File at irs.gov/freefile and free VITA tax help sites can walk you through the credit at no cost. Veterans can use MilTax for free.