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?

I'm dealing with a similar situation - my grandmother passed in October and we're still waiting for her 1099. Reading through all these responses has been really helpful! I think I'm going to try the combination approach: make an appointment at the local SSA office (since several people had success there) and also try the Claimyr service as a backup. It's frustrating that SSA doesn't have a better system for handling these requests for deceased relatives, especially when tax season has such strict deadlines. @Ethan Scott - hoping you get yours sorted out soon. The stress of handling estate paperwork on top of grieving is really tough.

Just wanted to add another option that worked for me when my father passed last year - if you have a local congressperson's office that helps with federal agency issues, they can sometimes expedite SSA requests. I contacted my representative's constituent services office with my situation and they were able to get SSA to mail the 1099 within a week. You just need to provide them with the death certificate and proof you're the executor. It's worth a shot if the other methods don't work quickly enough. Also, some tax software programs will let you input estimated amounts and then amend later when you get the actual 1099, which might help if you're running up against deadlines.

I'm so sorry for your loss, Ethan. I went through this exact same situation when my stepfather passed in January of last year. What ultimately worked for me was calling the SSA 800 number very early in the morning (around 7:30 AM EST when they first open) - the wait times were much shorter then, usually 15-20 minutes instead of the hour+ waits later in the day. When I finally got through, they were able to process my request over the phone since I had his SSN, death certificate number, and could verify other details about him. They mailed the replacement 1099 and I received it about 10 days later. The key is calling right when they open - I had to try a few mornings but it was so much better than the afternoon nightmare waits. Also, make sure you have all his information ready (full name, SSN, date of death, your relationship to him) because they'll verify everything before processing the request. Hang in there - dealing with all this paperwork while grieving is incredibly stressful.

I'm really sorry for your loss, Ethan. I went through something similar when my father passed away last spring. What worked for me was actually going to the SSA office in person with an appointment - I was able to get one online pretty easily. I brought his death certificate, my executor paperwork, and a copy of his ID, and they were able to print out his SSA-1099 right there on the spot. It took about 45 minutes total including wait time, but it was so much better than the phone runaround. The staff there seemed much more helpful in person than over the phone. I'd definitely recommend trying that route if you have a local office nearby. Also, don't stress too much about the timing - even if you have to file an extension, you're dealing with a lot right now and the IRS understands that estate situations can be complicated. Wishing you the best getting this resolved.