SSA-1099SM

Forum|Forum|1 year ago
January 6, 2025
5 replies
56 views

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

Not A Product Question

Best answer by VolvoGirl

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.

VolvoGirl

Level 15

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

VolvoGirl

Level 15

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

VolvoGirlAnswer

Level 15

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.

TomD8

Alumni - Champ

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

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

IRP63

Level 2

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.