Click the Download button below to open/download a step by step instructional on how to request your Social Security 1099 information from the Social Security Administration. On the second page of this download is a fillable sheet that, if you choose, will make it easier for you to ask the agent on the phone for the numbers that you need to complete your tax return, poverty exemption, or Homestead Property Tax Credit. If you wish, print this sheet or simply transfer these entries to a piece of paper and record your numbers OR simply request the 1099 from the SSA and wait a few weeks for it to arrive in the mail.
Social Security Steps Online (pdf)
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