How to get duplicate SS-1099 tax form after father's death - need help with reporting medical payments

Sorry for your loss. You can get a replacement SS-1099 through your father's my Social Security account online if you have his login information. If not, you'll need to contact SSA directly - either call the main number (800-772-1213) or visit a local office. Bring your ID and documentation showing you're handling his estate (death certificate, letters testamentary, etc.). As for the Medicare premiums, they're already accounted for on the SS-1099. Box 3 shows the Medicare premiums deducted from his benefits. Your tax preparer will know how to handle this - some of those premiums may be deductible as medical expenses if your father's return meets the threshold for itemizing.

my mom died in 2022 and I had same problem! the SSA phone line is impossible, I finally just showed up at the office with death certificate and they printed it for me right there. bring ID and any papers showing ur the executor

I've been in a similar situation and the phone lines are absolutely terrible these days. I found a service called Claimyr (claimyr.com) that actually got me through to SSA in about 15 minutes instead of the usual hours of waiting and disconnections. They have a video showing how it works: https://youtu.be/Z-BRbJw3puU. I was skeptical at first but it actually worked perfectly when I needed to get some paperwork issues resolved. Might be worth trying if you're in a time crunch with tax season.

A few important things to know: 1. For deceased beneficiaries, most local offices will help executors/representatives get the 1099 with proper documentation (death certificate and proof you're handling the estate). 2. SSA should have mailed the 1099 in January to the address on file at the time of death, unless you notified them of the death and provided a different address. 3. The SS-1099 shows the TOTAL benefits paid (Box 3) including any Medicare premiums, and the NET amount actually received (Box 5). The difference between these amounts represents the Medicare premiums and any other deductions. 4. The 1099 will cover benefits from January through the month of death. For your father who passed in August, it will show 8 months of benefits. 5. Most local offices are appointment-only now, but many will make exceptions for time-sensitive tax document requests. I recommend calling your local office directly (not the 800 number) to confirm their policy.

THE WHOLE SYSTEM IS BROKEN!!! i spent 3 MONTHS trying to get my husband's 1099 last year after he died. every time i called they said different things. first they said go online, then they said I need to come in person, then they said they mailed it but it never came!!! i ended up filing for an extension because SSA couldn't get their act together. and THEN they had the nerve to say the form had been available online the whole time which was a LIE because i checked constantly!!!

can't u just use the bank deposit amounts? that's what I did when my aunt lost hers. just added up the deposits for the year.

I just wanted to update everyone in case it helps someone else. I took your advice and called my local office directly instead of the main number. The person I spoke with was really helpful and said I could come in with my father's death certificate, my ID, and the letter naming me as executor. They fit me in yesterday afternoon and printed the SS-1099 for me on the spot. It took about 30 minutes total, and now I have everything my tax preparer needs. Thank you all for your suggestions!

That's awesome! Glad it worked out for you. Tax season is stressful enough without adding grief to the mix.

don't forget that some of those medical expenses might be deductible on the final return if they're over 7.5% of the adjusted gross income. my brother's accountant got him a bigger refund by tracking down all the medical stuff when my dad passed