Social Security Administration Reminders for Tax Season

With tax season underway, we encourage you to help your clients Go Digital! by reminding them that they can quickly and securely access their Benefit Statement through their personal my Social Security account. The Social Security Benefit Statement, also known as Form SSA-1099 or SSA-1042S, is a tax form we mail each January to people who receive Social Security benefits. It shows the total benefits received during the previous year and is used to report Social Security income to the Internal Revenue Service (IRS). 

Through a my Social Security account, your clients can instantly view and download their Benefit Statement anytime, anywhere! Replacement tax forms for the prior tax year are typically available starting February 1.  

For additional information, please visit our Information for Tax Preparers webpage.