Where to get a copy of SSA-1099

[terimac4]

Good evening,

I am doing taxes for my parents and I do not have copies of their SSA-1099s. My dad passed away last year and my mom is 92 and currently in rehab. Any suggestions on how to get this information? I see I can't download it in TT. I guess I can guestimate based on last year and the increase to 2024.

[VolvoGirl]

How to get a copy of a SSA-1099

Get tax form (1099/1042S) | SSA

[LindaS5247]

If you can access their SSA online account you will be able to get it from there.

If you misplaced your SSA-1099/SSA-1042S or you didn't receive the form in January, you can get a replacement online by signing in to your personal my Social Security account. Select the “Replace Your Tax Form SSA-1099/SSA-1042S” link.

The SSA also has this information for persons without online account access:

Other ways to complete this task

Use our automated phone assistance

Available 24 hours a day, 7 days a week in English and Spanish.

Call +1 800-772-1213

[NashvilleJack · Accepted solution]

You'll need to go to a local Social Security office with several documents. You'll probably need to set up a meeting in person with them.  Here's a guess at documents you'll need: official death certificates for your father; documentation regarding your mother's inability to come to an in-person meeting (from the medical institution or her physician?); power of attorney for you to handle their business; likely your birth certificate or adoption papers for you. I strongly urge you to not estimate this information unless you are certain that the amounts did not change year-to-year or that you can track the COLA adjustment for 2023-2024. At this late date, you might be advised to file an extension or make an estimated payment now and file for the extension.

[JamesG1]

You may be able to create a My Social Security account for your mother.  See this  My Social Security

@terimac4 

[terimac4]

Found the copies! Thank you!!