If my husband receives SS retirement benefits, but never got a SSA-1099 form, can we base the net on monthly payments x 12?

If so, do we use the monthly amount before deductions or after? (i.e., Medicare)

203

Level 15

Jun 13, 2020 8:40:07 AM

No you need to get the actual SSA-1099. Or does he get ssi? You do not report ssi on your return. Only SS, SSDI and SSA-1099.

If you cannot find your SSA1099, there is a way to go on the Social Security website and request one. Go to www.ssa.gov You have to create an account with a user name and password.

https://www.ssa.gov/onlineservices

https://www.ssa.gov/myaccount

Level 15

Jun 13, 2020 8:41:23 AM

Found the direct link

https://www.ssa.gov/myaccount/replacement-SSA-1099.html

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If my husband receives SS retirement benefits, but never got a SSA-1099 form, can we base the net on monthly payments x 12?