Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 13, 2025 6:36:50 PM

All I know is the total I received from social security. Am I supposed to figure out how much my insurance company took?

0 3 465
3 Replies
Level 15
Apr 13, 2025 6:41:35 PM

Yes you need to know how much the gross amount was and the Medicare deductions.  Not just the amount you got each month.  Didn’t you get your SSA-1099 form from Social Security?

 

How to get a copy of a SSA-1099

Get tax form (1099/1042S) | SSA

Level 15
Apr 13, 2025 6:42:19 PM

Social Security mailed you a SSA1099 in January.  If you cannot find it:

 

GET SSA1099

https://www.ssa.gov/faqs/en/questions/KA-01723.html

 

 

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

Expert Alumni
Apr 13, 2025 6:43:17 PM

Did you not receive a Form SSA-1099 - Social Security Benefit Statement?

 

You can get a replacement form SSA-1099 or SSA-1042S Benefit Statement for any of the past 6 years for which benefits were paid by:

  • Signing in to your personal my Social Security account and selecting the "Replace Your Tax Form SSA-1099/SSA-1042S" link. Go to the "Choose a year" dropdown menu. Choose the desired year and select the "Download" link. The most recent tax year's SSA-1099/SSA-1042S will be available beginning every February 1. You can instantly view, print, or save your Benefit Statement. If you don't have an account, you can create one at ssa.gov/myaccount.
  • 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, you can create a my Social Security account with an ID.me credential. If you cannot create an account, please contact your nearest Federal Benefits Unit.