Social Security Recipients Need a Benefit Statement for Tax Season: Here’s Where to Find It

Tax season It’s almost here and it would be a good idea prepare in advance. If you receive Social Security BenefitsYou may not have to file a tax return for 2025, but that depends on your situation. If you are unsure whether you need to apply, we can help you.

Social Security beneficiaries need a Statement of Benefits from the IRS to file a return. This document will also help you figure out whether your benefits are taxable this year. We’ll show you when to expect your statement in the mail and other ways to access it if you haven’t received it.

Read more: Try These Year-End Tax Tricks to Increase Your Tax Refund in 2025

Below we’ll tell you what this document is and why you need to read it, so scroll on to find out more.

To find out more, check out these Tips on how to avoid being audited this tax season.

Social Security Claim: What is it?

The Social Security Statement, also known as Form SSA-1099, shows the amount of benefits you earned last year. (Noncitizens living outside the United States receive the SSA-1042S instead.) This statement provides beneficiaries with information they can use when filing their federal tax return.

This form has been sent out annually since 1999, according to the Social Security Administration. SSA website. Supplemental Security Income recipients do not receive this statement.

Why do you need a benefit statement?

Generally, Social Security recipients do not need to file a tax return if their primary source of income is monthly benefits. For those who have other sources of income as well as Social Security benefits, it may be more difficult to determine whether they are required to file a tax return or what percentage of their income is taxable. This is where claiming Social Security benefits comes in handy.

The statement will help you find out if your benefits are taxable. It shows how much you earned in benefits over the previous year. You will use this form when you or your tax preparer prepares your taxes.

When should I receive my application?

The SSA typically sends these reports by mail or via My Online Social Security Account during January, before the start of tax season.

Don’t have an application? Here’s what to do

US residents can obtain a replacement Form SSA-1099 by visiting their My Online Social Security Account and requested a replacement. After logging into your account, look for the link that says Replace Tax Form SSA-1099/SSA-1042. If you live outside the United States, the SSA recommends contacting your Department of Federal Benefits.

Here’s how to solve your Social Security problems and contact your SSA representative.