SSA-1099

Business & Finance abbreviation · Tax

SSA-1099
Stands forSocial Security Benefit Statement (Form SSA-1099)
CategoriesBusiness & Finance

SSA-1099 stands for Social Security Benefit Statement (Form SSA-1099), a tax abbreviation.

Annual statement the Social Security Administration mails each January showing the total retirement, survivor or disability benefits a person received in the prior year, along with Medicare premiums deducted and any federal tax withheld.

Example: Box 5 of my SSA-1099 shows net benefits of $27,600 for the year.

Usage notes

Depending on "combined income," up to 85% of Social Security benefits can be federally taxable. Replacement copies can be downloaded from a my Social Security online account. Nonresident beneficiaries receive Form SSA-1042S instead.

More tax abbreviations

  • SALT – State and local taxes
  • SDI – State disability insurance
  • SDLT – Stamp Duty Land Tax
  • SECA – Self-Employment Contributions Act tax
  • SIT – State income tax
  • SS-4 – Application for Employer Identification Number (IRS Form SS-4)
  • SUTA – State Unemployment Tax Act
  • TDS – Tax deducted at source
  • TFN – Tax file number
  • TIN – Taxpayer identification number
  • UTR – Unique Taxpayer Reference
  • VAT – Value-added tax

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