Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Monday, February 2, 2015

New Option for Retrieving Social Security Info

Social security 1

Baby Boomers and others receiving Social Security payments have a new option if they lose tax paperwork. 

The Social Security Administration is beginning a service that allows recipients to instantly view a replacement SSA-1099 online at www.socialsecurity.gov.  The tax filer could print out that form and subsequently use it to prepare taxes.

Each year, Social Security receives 1.7 million requests for replacement forms.  The online option can save several steps and avoid the hassle of visiting or calling a Social Security office for a replacement 1099. 

See Susan Tompor, Social Security Recipients Can Get Tax Info Online, USA Today, Feb. 1, 2015.


Elder Law, Estate Planning - Generally, Non-Probate Assets, Web/Tech | Permalink

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