It's tax season, and the federal government's 'One Big, Beautiful Bill' legislation is impacting tax filing for Social Security beneficiaries.
Jack Myers with Social Security explains the 'One Big, Beautiful Bill' legislation delivered tax relief to millions of older Americans. It does so by providing an enhanced deduction for taxpayers aged 65 and older, ensuring that retirees can keep more of what they have earned.
If you file your tax return as an individual, and your combined income is between $25,000 and $34,000, you may have to pay federal income tax on up to 50% of your Social Security benefits, or if your combined income is more than $34,000, up to 85% of your benefits may be taxable.
According to Myers, if you received SS benefits in 2025, you should have gotten your SSA-1099 in December or January. Myers indicates that if you’ve misplaced it, or don’t recall getting it, starting February 1st, you can get a replacement through your mySocialSecurity account www.ssa.gov/myaccount.
You can request a 1099 form through your online mySocialSecurity account at www.ssa.gov/myaccount or by completing a form W-4V, which is available in the forms section of our website www.ssa.gov/forms, or you can also call 1-800-772-1213 for a form.
