Why did I get an initial 1099?

[Zeldabob]

I see the question asked by numerous other people but I see no answers. Help!

[KrisD15]

To clarify, what type of 1099? What is it reporting? (tax refund, miscellaneous income? )

[Zeldabob]

I’m referring to an SSA1099

[KrisD15]

Is this SSA-1099 reporting the Social Security Payments you received in 2024? 

If YES, enter under 

Wages & Income

Retirement Plans and Social Security

Social Security (SSA-1099, RRB-1099)    START or UPDATE

The program will perform the calculations to determine how much, if any, of that income is taxable. 

The amount received will be on your 1040 line 6a

If any is taxable, that amount will be on line 6b

Is this reporting something different, such as a one-time death benefit or lump sum payment? 

If yes, please continue. 

[Zeldabob]

I think so? I received a lump sum distribution from the sale of my late mother’s estate, but haven’t received tax documents associated with that.

[Zeldabob]

Also, I have never received an initial SSA-1099, so I’m stumped. Can I count on its data for filing?

[LindaS5247]

You should contact the Social Security Administration if you are unsure about your Form SSA-1099. 

The Social Security Administration sends Form SSA1099 to you every January if you receive Social Security benefits. It shows the total amount of benefits you received in the previous year, so you will know how much Social Security income to report to the IRS on your tax return.

If this is what is disclosed on your Form SSA-1099 and the total matches the total of all your deposits from Social Security, than it is correct. 

If you confirm your Form SSA-1099 matches what you received from Social Security or Social Security confirms that this is your correct Form SSA-1099, you should report it on your tax return as per KrisD15 states above.

To call Social Security: 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday, 8:00 am - 7:00 pm.

Contact your local Social Security office.

This is a generic copy of what your Social Security Form SSA-1099 should look like.

Click here for "A Guide to Social Security Tax.

[Zeldabob]

Thanks. I have been on hold with the SSA for more than two hours. I was hopeful you would be a quicker resource.