How to get mom's 2023 SS-1099 tax statement without endless phone waits?

Did you try the automated phone line? I think its 1-800-772-1213. They have an option just for tax forms.

OMG I went through EXACTLY the same thing with my dad last month! The whole system is a NIGHTMARE!! I ended up having to take a day off work just to go to the local office when they opened. Got there at 7:30am (they open at 9) and there was already a line. But they DID print the form for us right there. Just bring your mom's ID and your ID plus something showing you handle her finances.

You have several options to get a replacement SSA-1099: 1. If your mom has access to her email or cell phone listed in her MySocialSecurity account, you can request a new verification code. 2. Local offices can print the 1099 without an appointment, but expect to wait. 3. You can submit a written request by mail with your mother's signature, though this may take 2-3 weeks to process. 4. If your mother can sign a Form SSA-1696 (Appointment of Representative), you could potentially create your own MySocialSecurity account to access her information as a representative payee.

we had same problem but the local office people were nice. just bring proof you help her with finances like if your name is on her bank acct or power of attorny. my mom got hers in 10 min once we got to the counter. but the wait was like 2 hrs lol

I struggled with this exact problem and found a service called Claimyr that helped me reach an actual person at Social Security without waiting on hold for hours. You can see how it works at https://youtu.be/Z-BRbJw3puU - basically they hold your place in line and call you when a rep is available. I used it last week to get my husband's 1099 reissued after we got nowhere with the online system. Definitely worth checking out if you're stuck on hold again.

A quicker alternative might be to use your mother's bank statements to determine her Social Security income for tax purposes. If she receives the same amount each month (or has predictable changes due to Medicare premiums), you can calculate the total received for the year. The IRS will accept this method if you can't get the official 1099-SSA in time. Just make sure to document how you calculated the amount in case of an audit. Also, if you absolutely cannot get the form before the tax deadline, file Form 4868 for an automatic extension until October. You'll still need to pay estimated taxes by the April deadline, but you'll have extra time to get all documentation in order.

Have u looked at her bank statements? My mom gets direct deposit so i just added up all the SS deposits for the year. Accountant said that was fine since it matches what the 1099 would show anyway. Just make sure u factor in any Medicare deductions if those come out before deposit.

Also if you end up having to go to the office bring WATER AND SNACKS!! Trust me, we were there for almost 3 hours total and they don't even have a vending machine in the waiting area. And charge your phone fully!