24 Feb Social Security Tax Documents now available via website
Because I am a Certified Public Accountant (CPA) who works in the greater Asheville area, I work with a lot of small businesses as well as those who have retired to the area. When tax preparation time comes around sometimes we are in a situation where a form has been lost in the mail. When that form was the SSA-1099 or SSA-1042S that meant calling and requesting a new copy. That of course takes quite a bit of time for it to be generated and mailed out to the client. However, it looks like we will now be able to go online and print another copy. What great news. Below is the emailed information that was shared with me by a client. According to the website, you will be able to set up an online log in where you can make changes to your Social Security account and receive a replacement tax document SSA-1099 or SSA-1040S. More information is listed below.
Get your free personal online my Social Security account today!
You probably plan to receive Social Security benefits someday. Maybe you already do. Either way, you’ll want a my Social Security account to:
- Keep track of your earnings and verify them every year;
- Get an estimate of your future benefits if you are still working;
- Get a letter with proof of your benefits if you currently receive them; and
- Manage your benefits:
- Change your address;
- Start or change your direct deposit; and
- Get a replacement SSA-1099 or SSA-1042S for tax season.
Setting up an account is quick, secure, and easy. Join the millions and create an account now!If you do not wish to get the forms online you can still do the following:
- Calling us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m.; or
- Contacting your local Social Security office.
Other Blog Posts of interest:
Leveraging your retirement savings
Hobby Loss Rule for Small Businesses
New Business Start-up Tips from a CPA
Alicia Sisk-Morris, CPA is a native of the Asheville area. A Certified Public Accountant since 1999, she has a diverse background in tax, financial and business consulting. She is dedicated to helping small and medium-sized companies grow profitably while helping them establish practical and sound tax and financial processes. She is committed to meeting each client’s unique business objectives. Alicia has expertise in providing comprehensive accounting services, including individual, corporate, partnership, and nonprofit income tax returns, financial statements, bookkeeping and payroll tax reports. Alicia earned a Bachelor’s in Business degree from the University of North Carolina at Chapel Hill and an Accounting degree from University of North Carolina at Asheville. She is currently working on her master’s degree from Western Carolina University.
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