Form SSA-1099, Social Security Benefit Statement

IRS Definition

If you received Social Security benefits during the year, you should receive a Form SSA-1099, Social Security Benefit Statement, showing the amount of your benefits. If Social Security was your only income in that year, your benefits may not be taxable. You also may not need to file a federal income tax return. If you get income from other sources, you may have to pay taxes on some of your benefits.

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If you received Social Security benefits during the tax year, you will receive a Form SSA-1099 from the Social Security Administration. The IRS will also receive a copy of your Form SSA-1099. This form shows your total Social Security benefits for the year and any taxes withheld.

If you have no other income, your benefits may not be taxable and you may not need to file a tax return. If you have income from other sources, you may have to pay taxes on some of your benefits. Your tax professional or tax software will calculate which, if any, of your social security benefits are taxable.

If you receive a Form SSA-1099, have other income, and you do not report your social security benefits on your tax return, the IRS will likely send you a CP2000, Underreported Income notice. This IRS notice will propose additional tax, penalties and interest on your benefits and any other unreported income. Learn how to handle an underreporter inquiry (CP2000).

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