Government

SSA-1099: Social Security Benefit Statement

Reports the total Social Security benefits paid to an individual during the tax year, including any benefits repaid.

Who Files This Form?

Social Security Administration issues this to all recipients of Social Security benefits.

Key Fields

  • Total benefits paid
  • Benefits repaid
  • Net benefits
  • Federal tax withheld
  • Medicare premiums deducted

Filing Deadlines

Due Date

January 31

Late Filing Penalty

Issued by SSA; recipients use this to report benefits on their tax return.

Related Forms

Form 1040

U.S. Individual Income Tax Return

Schedule 1

Additional Income and Adjustments to Income

1099-G

Certain Government Payments

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