If you received Social Security benefits during the year, you should receive a Form SSA-1099, Social Security Benefit Statement, showing the amount of your benefits. If Social Security was your only income in that year, your benefits may not be taxable. You also may not need to file a federal income tax return.

What do I do with a SSA-1099?

An SSA-1099 is a tax form Social Security mails each year in January to people who receive Social Security benefits. It shows the total amount of benefits you received from Social Security in the previous year so you know how much Social Security income to report to the IRS on your tax return.

Is SSA-1099 considered income?

Generally, if your Social Security benefits are your only source of income, then they are usually not considered taxable income and thus not taxed. If you receive Social Security benefits, you will be sent a Form SSA-1099, which will show the total dollar amount of your Social Security income for the given tax year.