New - Past Benefit Statements Now Available Online!
Date:
Dear Colleague,
Your clients can now download a copy of their Benefit Statement, also known as the SSA-1099 or the SSA-1042S, for the past six years using their personal my Social Security account.
A Benefit Statement shows the total amount of benefits a person received from Social Security in a calendar year. It lets them know how much Social Security income to report to the Internal Revenue Service on their tax return. If your client misplaced their Benefit Statement, they can instantly get a replacement form for any of the past six years in which benefits were paid with their personal my Social Security account.
Visit our Information for Tax Preparers webpage to learn more.
Please share this information with your members, colleagues, affiliates, and other interested parties.
Sincerely,
Dawn Bystry
Deputy Associate Commissioner
Office of Strategic and Digital Communications
oea.net.post@ssa.gov
@SSAOutreach