do i need wife's 1099

starfist52

my wife passed in2024. since I know the exact amount of her SS disbursement and Medicare part B premiums, do I still need to request form1099 from SSA in order to efile using Freetax USA?

TriciaD

Hello starfist52,

Condolences on the loss of your wife. If you know the amounts, you do not need to request a 1099-SSA. However, if you find you do need a replacement or form, you can request it through the Social Security account or this link:

https://blog.ssa.gov/get-your-social-security-benefit-statement-ssa-1099-3/