What Situation Might Require You to Fill Out Form SSA-1099?


Quick Answer

Form SSA-1099 isn't a form that taxpayers fill out but rather an information form that tells them their yearly Social Security benefit amount for tax purposes, reports the Social Security Administration. Taxpayers use the form to calculate whether they owe income tax on benefits, explains the Internal Revenue Service.

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Full Answer

The Social Security Administration mails out Form SSA-1099 to everyone who gets Social Security benefits unless they receive Supplemental Security Income or are noncitizens living outside the United States, according to the SSA. If taxpayers need a replacement Form SSA-1099, they can log in to their online My Social Security accounts and select Replacement Documents. Alternatively, they can phone the SSA or go in person to a Social Security office.

Social Security recipients add half of their benefit amount to all their other income and compare the total to a base amount on an IRS worksheet to figure out if they need to pay income tax on part of their benefits, states the IRS. If taxpayers receive no income other than Social Security benefits, they do not usually need to file a return or pay taxes on their benefits. If they have any other income, they probably need to file a return even if they do not pay taxes on their benefits.

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