It’s that point of yr once more: time to collect the paperwork you want for submitting your federal revenue taxes.
In the event you obtain Social Safety advantages, you’ll want a duplicate of your newest annual Social Safety Profit Assertion, also referred to as Type SSA-1099 (or Type SSA-1042S for nonresident aliens). It includes the quantity of advantages you acquired final yr, which you will need to report in your federal tax return.
The Social Safety Administration mails profit statements every January. But when yours hasn’t come but or when you misplaced it, you’ll be able to simply view, print or obtain a duplicate on-line through your on-line Social Safety account, offered you reside in the USA.
Following are step-by-step instructions for getting your profit assertion this fashion. In the event you don’t have a Social Safety account but, we’ll stroll you thru creating one too.
Methods to get a duplicate of your Social Safety assertion on-line
If you have already got a Social Safety account at SSA.gov, you will get a duplicate of your annual profit assertion by logging into your account by means of the Replacement SSA-1099 webpage. (In the event you don’t but have a Social Safety account, you’ll need to create one first.)
Another choice is to request your assertion by means of the Social Safety Administration’s automated phone assistance. It’s a toll-free quantity accessible 24/7 with English, Spanish and teletypewriter (TTY) choices.
Methods to create a Social Safety account
In the event you haven’t already registered for a Social Safety account, additionally referred to as a “my Social Safety” account, go to SSA.gov/myaccount and click on the “Create an Account” button.
You’ll be asked to confirm your id, create a username and password to your account, and make sure a safety code despatched to your cellphone quantity or electronic mail deal with.
A part of the verification course of might embrace answering questions based mostly on data that seems in your credit score report. Don’t fear if there’s a fraud alert or safety freeze in your credit score report. Observe the Social Security Administration’s instructions for lifting it quickly. In the event you don’t wish to do this, you’ll be able to contact your native Social Safety workplace for help.
Notice: After creating an account, you’ll be able to choose out of receiving Social Safety correspondence by mail and as a substitute obtain it by means of your account. In the event you want to do that, observe the instructions on the administration’s “Opt Out of Mailed Notices That Are Available Online” web page.
Why open a Social Safety account
A Social Safety account is price having. It’s helpful for monitoring your Social Safety statements and funds.
You can even see your earnings historical past and estimated future advantages in addition to order a brand new Social Safety card, if wanted.
Moreover, registering to your account can thwart id thieves, as we element in “Don’t Overlook This Way to Protect Your Social Security From Identity Thieves.”
