What is a Form SSA-1099?

Modified on Thu, 25 Jan 2024 at 02:50 AM

A Form SSA-1099 is issued to those who receive Social Security benefits. There are three main types of benefits: retirement benefits, survivor benefits, and disability benefits. More information about each of these benefits can be found here


Note that SSA-1099 income may or may not be taxable depending on your situation. The IRS does not allow the filing of a tax return with no taxable income, no credits, and no refund. In the event that your only income is Social Security income and you had no tax withheld from your Social Security, and are also not eligible for any credits (ie. you have a $0 income, $0 credit, $0 refund return), the IRS may not allow you to e-file your return as you are not required to file a return.


If you would still like to file a return with the IRS even though this is your situation, you cannot do so via electronic filing (efile), including through efile tools like april Filer.


For coverage details and other important legal information about Filer, you can read more here.


This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.


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