Does Social Security mail 1099 tax forms to deceased beneficiaries' addresses?

Yes, the SSA will still send the SSA-1099 to your father's last address of record. Since he received benefits for part of 2025, a tax form will be generated. If you're handling his estate, you should be able to access his mail. If that's not possible, you can request a replacement 1099 after February 1st by calling SSA or visiting your local office with proof that you're the executor.

When my mom died we had SUCH a nightmare getting her 1099!! The mail forwarding expired and we never got it. Ended up having to go to the SS office IN PERSON with death certificate and executor papers. Took half a day but they printed one for us right there.

OMG I've been waiting on hold with Social Security for TWO HOURS trying to deal with my dad's missing 1099!!! This happens EVERY year - the govt sends these forms too late and then expects us to file taxes on time?? And now with him passed away it's even MORE complicated. So frustrating!!!!!

Just to add some clarification - the SSA-1099 for a deceased person will show all benefits paid before death. As executor, you'll need this for the final tax return. If you can't get the original form, you have several options: 1. Request a replacement through my Social Security online account (if you have access to your father's account) 2. Visit a local SSA office with your ID and documentation showing you're the executor 3. Call SSA at 1-800-772-1213 to request a replacement The replacement forms are usually available after February 1st. I recommend handling this well before tax filing deadline to avoid delays with the final return.

I work in tax prep and see this all the time. SSA does mail the 1099 to the last address, but you can also get a copy at the local office. Bring the death certificate and letters testamentary/executor documents. They're usually pretty good about this particular issue since it happens so often. Dont wait until April though!

My dad died in 2023 and we never got his final 1099. The IRS ended up sending us a nasty letter saying we underreported his income! Make SURE you get that form one way or another!

One more thing I forgot to mention - if you're filing the final tax return, you'll need to indicate that the taxpayer is deceased. Usually this is done by writing "DECEASED" and the date of death at the top of the 1040 form. The SSA-1099 will show all benefits paid to your father during the months he was alive in 2025. Any benefits paid for the month of death need to be reported, even if they were received in the following month.

I'm sorry for your loss, Olivia. I went through something similar when my grandfather passed away last year. The SSA will automatically generate and mail the 1099 to his last known address since he received benefits during 2025. However, since you mentioned the house was sold, I'd recommend being proactive and calling SSA after February 1st to request a duplicate sent directly to you. Make sure you have his Social Security number, your executor documentation, and his death certificate ready when you call. Also, if you're planning to use a tax professional for the final return, let them know about the situation early - they can often help expedite getting the necessary forms. The whole process is stressful enough without having to chase down paperwork at the last minute.

I'm so sorry for your loss, Olivia. I went through this exact situation when my mother passed away in 2023. The SSA will definitely still send the 1099 to your father's last address since he received benefits during 2024, but since you sold the house, you'll want to be proactive. I'd suggest calling SSA right after February 1st (that's when replacement forms become available) at 1-800-772-1213. Have his SSN, death certificate, and your executor paperwork ready. They were actually very helpful when I called - much more understanding about estate situations than I expected. Also, if you end up needing to visit a local office, try to go early in the morning to avoid long wait times. The whole process of settling an estate is overwhelming, but this part is definitely manageable once you know the steps.

I'm sorry for your loss, Olivia. I handled a similar situation when my uncle passed away last year. Since you mentioned the house was sold and you no longer have access to his mailbox, I'd definitely recommend calling SSA right after February 1st to request the 1099 be sent directly to you. When I called, they were surprisingly understanding about the situation - just make sure you have his SSN, your executor paperwork, and the death certificate handy. One thing that helped me was creating a checklist of all the tax documents I needed for his final return (W-2s, 1099s, etc.) so I could tackle them systematically rather than feeling overwhelmed by everything at once. The SSA staff were actually more helpful than I expected once I explained I was settling an estate.

I'm really sorry for your loss, Olivia. I went through this exact situation when my mom passed away in September 2024. The SSA will definitely send the 1099 to your father's last address since he received benefits during part of 2025, but since you sold the house, you'll want to get ahead of this. I called SSA in early February and they were able to send a replacement directly to me once I provided the death certificate and executor documentation. One tip - when you call, ask them to make a note in his file that he's deceased and that you're the executor. This saved me time on follow-up calls because they already had the information in their system. The phone wait times can be brutal, so I'd suggest calling right when they open at 7 AM local time. Also, don't stress too much about this - the IRS understands that final returns can be complicated and they're generally reasonable about extensions if you need more time to gather documents.

I'm so sorry for your loss, Olivia. I dealt with this exact situation when my father passed away in August. The SSA automatically sends the 1099 to the deceased person's address even after they've died, since he received benefits during 2025. Given that you sold his house, I'd strongly recommend calling SSA right after February 1st at 1-800-772-1213 to request they mail a duplicate directly to you. Have his Social Security number, death certificate, and your letters testamentary ready. When I called, they were actually very understanding about estate situations - much more so than I expected. One thing that really helped was calling right at 7 AM when they first open to avoid the terrible hold times. Also, consider setting up mail forwarding from his old address if you haven't already, just in case other important documents come through. The whole estate process is overwhelming, but getting the tax documents sorted early gives you one less thing to worry about come filing season.

I'm so sorry for your loss, Olivia. I went through this same situation when my grandmother passed away in November. The SSA will automatically send the 1099 to your father's last known address since he received benefits during 2025, but since you no longer have access to that mailbox, I'd definitely recommend being proactive. Wait until after February 1st (that's when replacement forms become available) and call SSA at 1-800-772-1213. Have his SSN, death certificate, and your executor paperwork ready when you call. From my experience, they're actually quite understanding about estate situations. Pro tip: call right at 7 AM when they open to avoid the awful hold times - I learned this the hard way! Also, if you end up needing to visit a local SSA office, bring all the same documents and try to go early in the morning. The whole process of handling someone's final affairs is emotionally exhausting, but this particular step is definitely manageable once you know what to expect.

I'm so sorry for your loss, Olivia. I went through something very similar when my dad passed away last March. Since you mentioned you sold his house and no longer have access to the mailbox, I'd definitely recommend calling SSA proactively rather than waiting to see if the 1099 shows up at your sister's forwarded mail. The SSA will generate the form since your father received benefits during part of 2025, but getting it to you directly will save a lot of hassle. When you call after February 1st, make sure to have his SSN, your executor documentation, and his death certificate ready. I found it helpful to also ask them to update their records to show that he's deceased and that you're handling the estate - it made any follow-up calls much smoother. The 7 AM tip others mentioned is spot on for avoiding long hold times. Also, don't forget that you'll need this form to complete his final tax return, so getting it sorted early in February gives you plenty of time before tax season gets hectic. The whole estate process is overwhelming, but this is definitely one of the more straightforward parts once you know the steps.

I'm so sorry for your loss, Olivia. I went through this exact situation when my mother passed away in September 2024. The SSA will definitely mail the 1099 to your father's last address since he received benefits during part of 2025, but since you sold his house, you'll want to be proactive about getting it. I'd recommend calling SSA right after February 1st at 1-800-772-1213 to request they send a replacement directly to you. Make sure you have his Social Security number, death certificate, and your executor paperwork ready when you call. The staff were actually very understanding about my situation - much more helpful than I expected. One tip I learned the hard way: call right at 7 AM when they open to avoid those brutal hold times. Also, if you're working with a tax preparer for his final return, give them a heads up about the situation early so they can help coordinate getting all the necessary documents together. The whole estate process feels overwhelming, but this particular step is definitely manageable once you know what to expect.

I'm so sorry for your loss, Olivia. I went through this same situation when my stepfather passed away last year in December. The SSA will automatically send the 1099 to your father's last known address since he received benefits during 2025, but given that you've sold the house, I'd strongly recommend calling them proactively. Wait until February 1st when replacement forms become available, then call 1-800-772-1213 first thing at 7 AM to avoid the wait times. Have his SSN, death certificate, and executor documents ready. When I called, they were surprisingly compassionate and efficient - they even offered to flag his account so future calls would go smoother. One thing I wish I'd done differently was to also request they send me a letter confirming the total benefits paid for the year, which can be helpful backup documentation for the tax preparer. The SSA staff deal with these estate situations regularly, so don't hesitate to ask questions. This part of settling an estate is actually more straightforward than it initially seems, and getting it handled early will give you peace of mind during tax season.

I'm so sorry for your loss, Olivia. I went through this exact situation when my father passed away in June 2024. The SSA will definitely mail the 1099 to your father's last address since he received benefits during part of 2025, but since you sold his house, you'll want to be proactive. I'd recommend calling SSA right after February 1st at 1-800-772-1213 - have his SSN, death certificate, and your executor paperwork ready. The 7 AM calling tip everyone mentioned is absolutely crucial for avoiding those horrible wait times. When I called, they were actually very understanding and helpful about estate situations. One additional tip: if you end up going to a local SSA office instead, bring a copy of the death certificate along with the original - they often want to keep a copy for their records. Also, don't stress too much about timing - the IRS is generally reasonable about estate situations and understands that final returns can be complex. Getting this sorted in February will give you plenty of time before tax season gets hectic. This community has given you excellent advice, and you're definitely on the right track with your planning.

I'm so sorry for your loss, Olivia. I went through this same situation when my mother passed away in October 2023. The SSA will automatically send the 1099 to your father's last address since he received benefits during 2025, but since you sold the house, I'd definitely recommend calling them proactively after February 1st. When I called at 1-800-772-1213, I made sure to have her SSN, death certificate, and my executor paperwork ready. The 7 AM tip that others have mentioned is absolutely essential - I learned that the hard way after waiting on hold for over 3 hours on my first attempt! The SSA staff were surprisingly understanding and helpful once I got through. One thing that really helped me was asking them to mail the 1099 directly to my address and also to note in her file that she was deceased with me as the executor handling the estate. This saved time on any follow-up calls. Also, don't forget that you might need to file Form 1041 for the estate if there's any income after the date of death, so it's worth asking your tax preparer about that too. The whole process of settling an estate is emotionally draining, but this particular step is very manageable once you have a plan. You've gotten excellent advice from this community - you're definitely prepared to handle this!