topic SSA-1099SM in Get your taxes done using TurboTax

SSA-1099SM

Swanette1 — Mon, 06 Jan 2025 19:14:51 GMT

What is the difference between the SSA-1099 and the SSA-1099SM? We've always just had the SSA-1099.

Re: SSA-1099SM

VolvoGirl — Mon, 06 Jan 2025 19:17:09 GMT

They are the same. I think the actual form has alway has the SM at the end.

Re: SSA-1099SM

VolvoGirl — Mon, 06 Jan 2025 19:24:52 GMT

SSA-1099 and SSA-1099SM are the same. Look at the bottom left of your SSA-1099 form. It says SSA-1099SM there. Here’s a sample of the 2019 SSA-1099 form.

Re: SSA-1099SM

TomD8 — Mon, 06 Jan 2025 19:30:42 GMT

The "SM" stands for Self Mailer. As @VolvoGirl said, the statements are the same.

Re: SSA-1099SM

VolvoGirl — Mon, 06 Jan 2025 19:33:47 GMT

The SM must mean Self Mailer. I found a Social Security article and it lists the SSA-1099 versions down in Section E

SSA - POMS: GN 05002.005 - The Social Security Benefit Statement - 05/20/2024

Re: SSA-1099SM

IRP63 — Mon, 16 Feb 2026 16:23:53 GMT

Just an FYI: The SSA-1099-SM is for Self Mailer - this means that there is a special paper that is folded & sealed and mailed without an envelope. There are preforations so receipient can open easily. This is a cost-efficiant way to send out these documents.