EEasy Filing Hub

Social Security

Replace a Social Security Benefit Statement (SSA-1099)

Get a replacement Social Security tax form fast.

We'll guide you through it, step by step

  • ✓Simple questions in plain language — no legal jargon
  • ✓We fill in the official form and check for common mistakes
  • ✓Private — no document uploads

Free to start • No credit card • Official form

Not sure this is the right form? Take the free eligibility check

Estimated fee

No government fee

View official fee calculator ↗

Typical timeline

Instant online or 10 days by mail

Category

Social Security

Who qualifies

Anyone who received Social Security retirement, disability, or survivor benefits in the prior tax year and needs a replacement statement to file taxes.

The step-by-step roadmap

  1. 1

    Verify your identity

    Log in to your online Social Security account or gather personal details before requesting by phone.

    Watch out: Mismatched addresses or names can lock your online access.
    Common rejection reason: Failed identity verification questions on the SSA portal.
  2. 2

    Select the correct tax year

    Choose the tax year you need. Statements become available each year starting February 1.

    Watch out: Requesting the current year instead of the prior tax filing year.
    Common rejection reason: Requesting a statement before February 1 of the filing year.
  3. 3

    Download or request your copy

    Print the official PDF statement immediately online or ask SSA to mail a paper copy.

    Watch out: Paper delivery to an outdated mailing address.
    Common rejection reason: Undeliverable mail due to an unupdated address on file.
  4. 4

    Check your benefit figures

    Review Box 3 (benefits paid) and Box 5 (net benefits) to prepare your tax return.

    Watch out: Confusing Supplemental Security Income (SSI), which is not taxable, with benefits.
    Common rejection reason: Using SSA-1099 data for non-taxable SSI payments.

Documents you'll need

  • Social Security Number

    Your nine-digit SSN to identify your federal benefits record.

  • Government-Issued Photo ID

    Driver's license, state ID, or U.S. passport for verification if calling or visiting an office.

    Note: Must be valid and unexpired.

  • Current Mailing Address

    Your residential address on file with the Social Security Administration.

    Note: Update your address before requesting paper delivery.

Ready to start?

Run the free eligibility check first, then get your personalized roadmap and document checklist.

Check my eligibility

Fees and timelines are as published by the relevant agency and may change — verify before filing. This guide is general information, not legal advice.