IRS Form SSA-1099
A Social Security 1099, also called an SSA-1099, is a tax form that shows the total amount of benefits received from Social Security in the previous year. It is mailed out each January to people who receive benefits and tells them how much Social Security income to report to the IRS on their tax return.
The form_type
parameter SSA-1099
(that's a dash, not an underscore) for the Upload PDF endpoint is required for this Form Type.
Optional fields captured
Field data attributed directly to Form SSA-1099 is captured as Form Data objects, each one keyed off the following attribute names.
Configuration-Driven Output
All fields below are optionally captured, depending on your order form. To adjust fields captured, please speak with your Ocrolus Account Manager.
JSON Attribute | Data Type | Description |
---|---|---|
a_ssa-1099-Part1-GeneralInformation:1-Name | Text | 1 - Name |
a_ssa-1099-Part1-GeneralInformation:2-BeneficiarySocialSecurityNumber | Text | 2 - Beneficiary Social Security Number |
a_ssa-1099-Part1-GeneralInformation:3-BenefitsPaidIn[YearOfDocument] | Money | 3 - Benefits Paid In [Year of Document] |
a_ssa-1099-Part1-GeneralInformation:4-BenefitsRepaidToSsaIn[YearOfDocument] | Money | 4 - Benefits Repaid To SSA In [Year of Document] |
a_ssa-1099-Part1-GeneralInformation:5-NetBenefitsFor[YearOfDocument](Box3MinusBox4) | Money | 5 - Net Benefits For [Year of Document] (Box 3 Minus Box 4) |
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line1:description | Text | Line 1 Description |
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line1:amount | Money | Line 1 Amount |
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line2:description | Text | Line 2 Description |
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line2:amount | Money | Line 2 Amount |
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line3:description | Text | Line 3 Description |
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line3:amount | Money | Line 3 Amount |
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line4:description | Text | Line 4 Description |
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line4:amount | Money | Line 4 Amount |
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line5:description | Text | Line 5 Description |
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line5:amount | Money | Line 5 Amount |
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line1:description | Text | Line 1 Description |
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line1:amount | Money | Line 1 Amount |
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line2:description | Text | Line 2 Description |
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line2:amount | Money | Line 2 Amount |
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line3:description | Text | Line 3 Description |
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line3:amount | Money | Line 3 Amount |
a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line1:description | Text | Line 1 Description |
`a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line1:amount | Money | Line 1 Amount |
a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line2:description | Text | Line 2 Description |
a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line2:amount | Money | Line 2 Amount |
a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line3:description | Text | Line 3 Description |
a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line3:amount | Money | Line 3 Amount |
a_ssa-1099-Part5-Address:7-Name | Text | 7 - Name |
a_ssa-1099-Part5-Address:7-Address:addressLine1 | Text | 7 - Address Line 1 |
a_ssa-1099-Part5-Address:7-Address:addressLine2 | Text | 7 - Address Line 1 |
a_ssa-1099-Part5-Address:7-Address:city | Text | 7 - Address City |
a_ssa-1099-Part5-Address:7-Address:state | Text | Formatted as a 2 character state code. 7 - Address State |
a_ssa-1099-Part5-Address:7-Address:zip | Text | 5 digit zip code in which Payer is located. 7 - Address Zip |
a_ssa-1099-Part6-Box8-ClaimNumber:8-ClaimNumber(UseThisNumberIfYouNeedToContactSsa.) | Text | 8 - Claim Number (Use This Number If You Need To Contact SSA.) |
Sample Form
The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).
Sample JSON Result
{
"status": 200,
"response": {
"pk": 16434416,
"uuid": "cc6bdc5e-2154-4b49-b7a2-1e01839f9420",
"name": "SSA-1099 Output for API",
"created": "2022-02-01T18:26:29Z",
"created_ts": "2022-02-01T18:26:29Z",
"verified_pages_count": 1,
"book_status": "ACTIVE",
"id": 16434416,
"forms": [
{
"pk": 34220761,
"uuid": "a2fd2f86-c955-4682-8c68-d11acf3570ba",
"form_type": "SSA-1099",
"raw_fields": {
"a_ssa-1099-Part5-Address:7-Name": {
"value": "SAMUEL HARPER",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part5-Address:7-Address:zip": {
"value": "97215",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"ssa-1099-Part1-GeneralInformation:year": {
"value": "2016",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part5-Address:7-Address:city": {
"value": "PORTLAND",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part5-Address:7-Address:state": {
"value": "NY",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part1-GeneralInformation:1-Name": {
"value": "SAMUEL HARPER",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part5-Address:7-Address:addressLine1": {
"value": "1874 WILSON STREET",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part5-Address:7-Address:addressLine2": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part2-DescriptionOfAmountInBox3:line1:amount": {
"value": "20148.00",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part2-DescriptionOfAmountInBox3:line2:amount": {
"value": "1320.00",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part2-DescriptionOfAmountInBox3:line3:amount": {
"value": "21468.00",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part2-DescriptionOfAmountInBox3:line4:amount": {
"value": "21468.00",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part2-DescriptionOfAmountInBox3:line5:amount": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part3-DescriptionOfAmountInBox4:line1:amount": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part3-DescriptionOfAmountInBox4:line2:amount": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part3-DescriptionOfAmountInBox4:line3:amount": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part2-DescriptionOfAmountInBox3:line1:description": {
"value": "PAID BY CHECK OR DIRECT DEPOSIT",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part2-DescriptionOfAmountInBox3:line2:description": {
"value": "MEDICARE PART B PREMIUMS DEDUCTED FROM YOUR BENEFITS",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part2-DescriptionOfAmountInBox3:line3:description": {
"value": "TOTAL ADDITIONS",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part2-DescriptionOfAmountInBox3:line4:description": {
"value": "BENEFITS FOR 2016",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part2-DescriptionOfAmountInBox3:line5:description": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part3-DescriptionOfAmountInBox4:line1:description": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part3-DescriptionOfAmountInBox4:line2:description": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part3-DescriptionOfAmountInBox4:line3:description": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line1:amount": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line2:amount": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line3:amount": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part1-GeneralInformation:3-BenefitsPaidIn[YearOfDocument]": {
"value": "21468.00",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part1-GeneralInformation:2-BeneficiarySocialSecurityNumber": {
"value": "451-60-5178",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line1:description": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line2:description": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line3:description": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part1-GeneralInformation:4-BenefitsRepaidToSsaIn[YearOfDocument]": {
"value": "NONE",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part1-GeneralInformation:5-NetBenefitsFor[YearOfDocument](Box3MinusBox4)": {
"value": "21468.00",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
},
"a_ssa-1099-Part6-Box8-ClaimNumber:8-ClaimNumber(UseThisNumberIfYouNeedToContactSsa.)": {
"value": "451-60-5178 A",
"is_empty": false,
"alias_used": null,
"source_filename": "SSA-1099.pdf"
}
},
"form_config_pk": 37326,
"tables": []
}
],
"book_is_complete": true
},
"message": "OK"
}
Updated over 1 year ago