If you haven’t visited your expanded my Social Security account now’s the time. The Social Security Administration’s (SSA’s) recent updates are here to make life easier. As of mid-July 2025, account holders can enjoy uninterrupted, 24/7 access to key Social Security services. Whether checking on payments, viewing tax documents or requesting a replacement card, it’s all available all the time, not just during office hours.
Access the new SSA retirement calculator and benefit statements
The SSA tool now offers fresh enhancements for my Social Security users:
- Request a replacement SS card online with no more waiting for paperwork via mail
- Securely view your Social Security number via your mobile device if you’ve misplaced your card
- View retirement calculators, benefits statements, tax forms (like Form SSA-1099, Social Security Benefit Statement), benefit verification letters and claim status
- Update personal details including address, direct deposit and contact preferences, and upload documents with a few clicks
Convenience is front and center. No more phone calls or visits to the local SSA office unless necessary. It’s designed for everyone, including retirees, working professionals, soon-to-be retirees and even people starting disability or Medicare claims. Security isn’t an afterthought, either. SSA promises a smooth blend of convenience and protection, including digital identity proofing and safeguards around SSN access.
How to get started with SSA online tools
1. Create (or log into) your account: Head to ssa.gov/myaccount to get started. You may be guided through identity verification, either online or in person, depending on what services you’re accessing.
2. Explore the new features: Once logged in, you’ll see options for replacing your SSN card, getting your SSA-1099, checking your benefit status and more.
3. Secure your access: SSA has ramped up security measures. Consider enabling multi-factor authentication, especially if you’re using mobile access.
4. Review your profile: Take advantage of the ability to update your direct deposit, address, messages and document uploads, all in one place.
5. Use the tools: Run your retirement projections, check claim statuses or get proof of benefits with a few clicks.
What are the implications of quickly accessing SSA tax forms like the SSA-1099 online?
This is a big win for tax professionals. We advise clients to use every advantage to simplify documentation and streamline filing. Now, with SSA’s digital tools, retrieving tax forms, verifying benefit income or updating information is faster than ever. No paper chase required. Whether your client needs a replacement card, SSA-1099 or proof of income, they can get it instantly online.
SSA’s upgrades aren’t just flashy, they’re fortified:
- Digital identity proofing helps ensure only legitimate users access accounts.
- Direct access to SS cards means fewer lost-card headaches and fewer security risks.
Clients still need to stay vigilant, however: secure passwords, monitor accounts and report suspicious activity immediately.
Enabling my Social Security helps tax professionals simplify client work
Here’s your quick action plan for clients:
Task | Tip |
---|---|
Set up my Social Security account | Use ssa.gov/myaccount to register, utilizing secure identity verification. |
Explore new tools | Request replacement cards, view SSA-1099 or benefit statements, update info. |
Use anytime | With 24/7 access, jump in whenever it is convenient. |
Stay secure | Advise clients to enable strong passwords and monitor activity. |
These new features give users more control, and you, as their tax advisor, a smoother experience to get essential documents when needed. It’s not just modernization, it’s also practical, secure and client centered. Help your clients get the most from their my Social Security account.
Information included in this article is accurate as of the publish date. This post is not reflective of tax law changes or IRS guidance that may have occurred after the date of publishing.