Social Security Beneficiaries May Obtain Copy of Form 1099SSA Online

Clients are known to misplace tax related documents which can complicate the process of getting their tax returns completed.  However, over time more and more organizations have established processes to let taxpayers download additional copies of tax documents online.

Now the Social Security Administration has joined that group. In a News Release the Social Security Administration announced that social security beneficiaries will be able to obtain a copy of their Form 1099-SSA from the agency’s website.

To obtain a copy of the information a beneficiary will need to either create a new my Social Security account or log into their existing account.  Once the individual is logged in, he/she will be able to obtain a copy of the Form 1099-SSA to be used to complete the taxpayer’s tax return.

In addition to the Form 1099-SSA, the new release notes that a holder of a my Social Security account can:

·      Change their address,

·      Start or change direct deposit; and

·      Get a benefit verification letter

Information on the accounts can be obtained at