Form SSA-1099, Social Security Benefit Statement is a form used to report social security benefits that an individual has received the previous year. The Social Security Administration (SSA) mails the form annually in January to all people receiving social security benefits. If you receive benefits on more than one social security record, you may receive more than one Form SSA-1099.
The most recent version of this form is dated January 2019. As of today, no SSA-1099 online copies are available for download or digital filing. A sample of the form can be found below.
The form - incorrectly referred to as IRS Form SSA-1099 - contains a list of received and repaid benefits. It is mailed with the IRS notice 703, which contains a worksheet to assist the taxpayer in figuring out whether the benefits are taxable or not. This form is related to Form SSA-1042S, Social Security Benefit Statement (Nonresident Aliens). Both forms serve the same purpose, however, Form SSA-1042S is mailed to non-citizens who live outside of the United States and have received or repaid their social security benefits the previous year.
The form is sent out annually in the month of January.