It’s that point of 12 months once more: time to assemble the paperwork you want for submitting your federal revenue taxes.
Should you obtain Social Safety advantages, you’ll want a replica of your newest annual Social Safety Profit Assertion, also called Kind SSA-1099 (or Kind SSA-1042S for nonresident aliens). It contains the quantity of advantages you obtained final 12 months, which it’s essential to report in your federal tax return.
The Social Safety Administration mails profit statements every January. But when yours hasn’t come but or in the event you misplaced it, you may simply view, print or obtain a replica on-line by way of your on-line Social Safety account, supplied you reside in the USA.
Following are step-by-step instructions for getting your profit assertion this manner. Should you don’t have a Social Safety account but, we are going to stroll you thru creating one too.
How you can get a replica of your Social Safety assertion on-line
If you have already got a Social Safety account at SSA.gov, you will get a replica of your annual profit assertion by logging into your account by the Alternative SSA-1099 webpage. (Should you don’t but have a Social Safety account, you’ll need to create one first.)
Another choice is to request your assertion by the Social Safety Administration’s automated cellphone help. It’s a toll-free quantity out there 24/7 with English, Spanish and teletypewriter (TTY) choices.
How you can create a Social Safety account
Should you haven’t already registered for a Social Safety account, additionally known as a “my Social Safety” account, go to SSA.gov/myaccount and click on the “Create an Account” button.
You’ll be requested to confirm your identification, create a username and password in your account, and ensure a safety code despatched to your cellphone quantity or e mail handle.
A part of the verification course of might embody answering questions based mostly on data that seems in your credit score report. Don’t fear if there’s a fraud alert or safety freeze in your credit score report. Comply with the Social Safety Administration’s directions for lifting it quickly. Should you don’t wish to do this, you may contact your native Social Safety workplace for help.
Word: After creating an account, you may decide out of receiving Social Safety correspondence by mail and as an alternative obtain it by your account. Should you want to do that, observe the instructions on the administration’s “Decide Out of Mailed Notices That Are Accessible On-line” web page.
Why open a Social Safety account
A Social Safety account is value having. It’s helpful for monitoring your Social Safety statements and funds.
You can even see your earnings historical past and estimated future advantages in addition to order a brand new Social Safety card, if wanted.
Moreover, registering in your account can thwart identification thieves, as we element in “Don’t Overlook This Technique to Defend Your Social Safety From Identification Thieves.”