Getting a deceased parent's Social Security 1099 for tax filing - anyone receive theirs yet?

I'm so sorry about ur mom. My husband passed in September and I got his 1099 last week. It came to our address where we both lived. Maybe try visiting your local SS office in person? That's what I had to do last year for something else and it was actually quicker than the phone nightmare.

Same boat here. Dad died in December. Still no 1099. Called SS three times and got disconnected twice. Finally got through yesterday and they said I need to request a duplicate and it could take UP TO 30 DAYS! Ridiculous when they know he's deceased and taxes are due soon.

As the executor/personal representative of your mother's estate, you can request a replacement SSA-1099 for a deceased person. This requires: 1. Proof that you're the executor (death certificate and letter of testamentary/administration) 2. Completing Form SSA-L1090 (Request for Information) 3. Visiting a local SSA office with the above documents You can also request it by mail, but visiting in person is much faster. The replacement should arrive within 10 business days after processing your request. Alternatively, if you have access to your mother's previous tax records, the SSA-1099 amounts tend to be very similar year-to-year if she was already receiving benefits, so you could estimate for now and amend later if needed.

Have you tried faxing in a request? When my mother passed in 2022, I couldn't get through on the phone either, but I faxed in a letter with her death certificate and my executor papers and they sent the 1099 within about 2 weeks. Just make sure you include your contact info and her SSN. Might be worth a try if you can't get to an office.

I've been dealing with this exact problem! I called and called the 800 number and kept getting disconnected. Then I tried Claimyr (claimyr.com) - it's a service that waits on hold with SSA for you and then calls you when an agent is on the line. Actually worked and I got through to someone who processed my request for my dad's 1099. You can see how it works in this video: https://youtu.be/Z-BRbJw3puU The agent told me they can mail a duplicate 1099 if you're the executor, but you need to verify some information about the deceased. The duplicate should arrive within 7-14 days after the request.

Tax professional here. You have a few options: 1. Request the duplicate 1099 as others have mentioned 2. If time is an issue, you can actually file the tax return without the 1099-SSA by using the amount from box 5 of the previous year's 1099-SSA, adjusted for any COLA increases (5.9% for 2023 benefits). This is what we do for clients when forms are delayed. 3. You can also file Form 4868 to extend the tax filing deadline to October 15th The income will need to be reported on the final 1040 if your mother received benefits during 2024 before her passing. Also note that any benefits paid for the month of death must be returned to SSA - these shouldn't be on the 1099 but sometimes are, which would require an adjustment.

my condolences on your mother. when my wife passed last year i had same issue with SS. couldn't get through on phone but finally just went to local office with appointment and death certificate. they printed out her 1099 right there!!! try making appointment online for local office, much better than calling.

UPDATE: My dad's 1099 finally came today!!! Three weeks after I called. Maybe yours is on the way too?