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Get the free Form ssa- 1099- sm. Form ssa- 1099- sm. This article by Jonathan Mengel, Social Secu...

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Continuer SSA 1099 SM This article by Jonathan Mendel, Social Security Public Affairs Specialist, Philadelphia City Center. For more information visit www.socialsecurity.gov millions of taxpayers
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How to fill out form ssa- 1099- sm

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How to fill out form SSA-1099-SM?

01
Gather the necessary information: Before filling out the form, make sure you have the required information handy. You will need your Social Security number, name, and address.
02
Download or obtain the form: You can download form SSA-1099-SM from the official website of the Social Security Administration or request a physical copy by mail or in person at a local Social Security office.
03
Fill out personal information: Provide your personal details such as your name, address, and Social Security number in the designated fields on the form. Make sure to double-check the accuracy of the information.
04
Verify benefit information: Review your Social Security benefit information, including the amount received, the year associated with the benefit, and any taxes withheld.
05
Fill out additional sections, if applicable: Depending on your specific situation, you may need to complete additional sections on the form. For example, if someone else receives your benefits on your behalf, there is a section for representative payee information.
06
Sign and date the form: Make sure to sign and date the form in the designated areas. If you are filling out the form on behalf of someone else, you should indicate your relationship to them when signing.

Who needs form SSA-1099-SM?

01
Individuals receiving Social Security benefits: Anyone who receives Social Security benefits throughout the year will receive an SSA-1099 form. This form is used to report the total amount of benefits received and any taxes withheld.
02
Beneficiaries receiving survivor benefits: If you are receiving survivor benefits on behalf of a deceased spouse or family member, you will also receive an SSA-1099 form.
03
Supplemental Security Income (SSI) recipients: Individuals who receive SSI payments from the Social Security Administration will receive form SSA-1099-SM to report their annual benefit amount.
04
Representative payees: In cases where someone else is receiving Social Security benefits on behalf of an individual (e.g., a parent receiving benefits on behalf of a minor child), the representative payee will receive form SSA-1099-SM.
Note: It is important to keep a copy of your SSA-1099-SM form for your records and use it when filing your taxes.
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Form SSA-1099-SM is a form used by the Social Security Administration to report Social Security benefits received by individuals during the tax year.
Individuals who receive Social Security benefits are required to receive and report Form SSA-1099-SM when filing their tax returns.
To fill out Form SSA-1099-SM, individuals should enter the total amount of Social Security benefits received in the relevant tax year and any other necessary personal information as indicated on the form.
The purpose of Form SSA-1099-SM is to provide recipients of Social Security benefits with a record of the income they received, which is necessary for tax reporting purposes.
Form SSA-1099-SM must report the total amount of Social Security benefits received, any other adjustments such as Medicare premiums withheld, and the recipient's personal information including their Social Security number.
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