When are the ssa 1099 mailed
The Social Security Administration (SSA) typically mails Form 1099-R, which reports distributions from pensions, annuities, and retirement plans, in January of each year. The exact mailing date may vary, but it's usually around the first week of January.
For example, for the 2022 tax year, the SSA mailed Form 1099-R to recipients on January 3, 2023.
Form 1099-R is used to report the following types of distributions:
- Pensions and annuities
- Retirement plans, such as 401(k), 403(b), and IRA distributions
- Annuities
- Lump-sum distributions from qualified plans
- Distributions from IRAs, including rollovers
If you're expecting a Form 1099-R, you can check the SSA's website for the mailing schedule or contact your plan administrator or financial institution to confirm the mailing date.
Keep in mind that the IRS also requires other types of 1099 forms to be mailed by specific deadlines, such as:
- Form 1099-MISC (Miscellaneous Income) by January 31st
- Form 1099-INT (Interest Income) by January 31st
- Form 1099-DIV (Dividend Income) by January 31st
It's always a good idea to check with your financial institution or plan administrator to confirm the mailing date and details of your specific 1099 form.