Form SSA-1099 reports retirement, disability, and survivor benefits from the Social Security Administration (SSA).
If you haven't received your SSA-1099 and if you currently live in the United States and you need a replacement form SSA-1099 or SSA-1042S, you can instantly get a replacement form beginning February 1st by:
- Using your personal my Social Security account, and if you don’t already have an account, you can create one online. Go to Sign In or Create an Account. Once you are logged in to your account, select the "Replace Your Tax Form SSA-1099/SSA-1042S" link.
- Calling us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday, 8:00 am – 7:00 pm.
- Contacting your local Social Security office.
If you live outside of the United States and you need a replacement form SSA-1099 or SSA-1042S, please contact your nearest Federal Benefits Unit.
All SSA-1099 forms get entered in the same place:
- Open (continue) your return in TurboTax
- In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results
- On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue
- On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided
- If you received multiple SSA-1099s, add up the amounts for each box and enter them together
- Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon)
- Select Continue and follow the on-screen instructions
We'll calculate how much, if any, of your Social Security benefits are taxable. If your only income is from Social Security, you aren't required to file a return.
Related information:
Is my Social Security income taxable?
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