Does Social Security send tax statements or forms for filing income taxes?

Yes, Social Security will send you a SSA-1099 form (Social Security Benefit Statement) by the end of January. It shows the total amount of benefits you received during the previous year. You'll need this to file your federal income taxes. If you don't receive it by early February, you can request a replacement through your my Social Security account online or by calling the SSA.

they send it in january, but sometimes they come late. mine was almost feburary last year but my neighbor got hers early. its called a 1099 i think

Will I need to pay taxes on my Social Security? I just started getting benefits too and I'm FREAKING OUT about tax season. I keep hearing different things from different people. Some say I'll owe a lot and others say I won't owe anything??? How do they decide how much of your SS is taxable????

The SSA-1099 form they send is THE WORST. Seriously, the Social Security Administration's inability to design a clear form is legendary. When I got mine last year, I stared at it for 20 minutes trying to figure out where the actual benefit amount was. They bury the important numbers under a ton of confusing boxes and codes. Just be prepared for that frustration. Box 5 is usually the key number you need for your tax return.

You can also access your SSA-1099 online through your my Social Security account starting in early January usually. I recommend creating an account at ssa.gov if you haven't already - it's much easier than waiting for mail that might get delayed. You can download and print your 1099 whenever you need it that way. The online account lets you see benefit verification letters, change your address, and check your payment history too.

I had the same question when I first started getting SS last year! I was worried about the tax stuff too. But yeah, they mail the 1099 form in January. My issue wasn't getting the form though - it was trying to get through to someone at SSA when I had questions about it. I spent DAYS trying to reach a human being at Social Security to ask some questions about how to report it correctly.

better save all your medicare premium paperwork too if you have that taken out of your SS. the 1099 shows the lower amount after medicare is already taken out so its confusing

Thanks everyone for the helpful information! I feel much better prepared now. I'll watch for the SSA-1099 in January and check my online account too. It's good to know what to expect for my first tax season with Social Security benefits.

My brother never got his 1099 last year and had to file taxes late because of it. Make sure you check your mySocialSecurity account by early February if you don't get it in the mail. Don't wait until April like he did and then panic!