Jan 23, 2026 · Deciphering the SSA-1099 after a parent passes away. Understand benefit taxability, required repayments, and final filing instructions.

Jan 13, 2026 · Learn how executors and family can request a Social Security SSA-1099 tax statement for a deceased person and use it to file final taxes.

Mar 27, 2025 · How can executor get parent's Social Security 1099 statement for taxes after death? My mother passed away in April and I'm the executor of her estate. I need to get her Social Security …

Feb 3, 2025 · A beneficiary may request a replacement (at no cost) SSA-1099 or SSA-1042S after January 31 by using any option listed in this section.

You can get a Social Security statement for a deceased parent by calling Social Security at 1-800-772-1213 or by visiting the local Social Security office. If you decide to call, call the toll-free 800 number …

Executors and beneficiaries may need to obtain a 1099 form to report interest and dividend income. To do this, you must ensure that the 1099 form reflects the correct identification number (EIN, ITIN, or …

Mar 27, 2025 · Yes, the SSA will still send the SSA-1099 to your father's last address of record. Since he received benefits for part of 2025, a tax form will be generated. If you're handling his estate, you …

Download a copy of your 1099 or 1042S tax form so you can report your Social Security income on your tax return.

Jan 21, 2017 · If she did, that person has some limited legal authority to file tax returns, even without being appointed by a probate court. If so, that person should be able to provide a copy to SSA and …

Mar 12, 2025 · The executor can get a copy from the Social Security Administration. The executor can also get a transcript from the IRS showing the income reported against the decedent's Social …