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IRS Form SSA-1099

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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.

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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 AttributeData TypeDescription
a_ssa-1099-Part1-GeneralInformation:1-NameText1 - Name
a_ssa-1099-Part1-GeneralInformation:2-BeneficiarySocialSecurityNumberText2 - Beneficiary Social Security Number
a_ssa-1099-Part1-GeneralInformation:3-BenefitsPaidIn[YearOfDocument]Money3 - Benefits Paid In [Year of Document]
a_ssa-1099-Part1-GeneralInformation:4-BenefitsRepaidToSsaIn[YearOfDocument]Money4 - Benefits Repaid To SSA In [Year of Document]
a_ssa-1099-Part1-GeneralInformation:5-NetBenefitsFor[YearOfDocument](Box3MinusBox4)Money5 - Net Benefits For [Year of Document] (Box 3 Minus Box 4)
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line1:descriptionTextLine 1 Description
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line1:amountMoneyLine 1 Amount
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line2:descriptionTextLine 2 Description
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line2:amountMoneyLine 2 Amount
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line3:descriptionTextLine 3 Description
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line3:amountMoneyLine 3 Amount
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line4:descriptionTextLine 4 Description
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line4:amountMoneyLine 4 Amount
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line5:descriptionTextLine 5 Description
a_ssa-1099-Part2-DescriptionOfAmountInBox3:line5:amountMoneyLine 5 Amount
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line1:descriptionTextLine 1 Description
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line1:amountMoneyLine 1 Amount
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line2:descriptionTextLine 2 Description
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line2:amountMoneyLine 2 Amount
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line3:descriptionTextLine 3 Description
a_ssa-1099-Part3-DescriptionOfAmountInBox4:line3:amountMoneyLine 3 Amount
a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line1:descriptionTextLine 1 Description
`a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line1:amountMoneyLine 1 Amount
a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line2:descriptionTextLine 2 Description
a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line2:amountMoneyLine 2 Amount
a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line3:descriptionTextLine 3 Description
a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line3:amountMoneyLine 3 Amount
a_ssa-1099-Part5-Address:7-NameText7 - Name
a_ssa-1099-Part5-Address:7-Address:addressLine1Text7 - Address Line 1
a_ssa-1099-Part5-Address:7-Address:addressLine2Text7 - Address Line 1
a_ssa-1099-Part5-Address:7-Address:cityText7 - Address City
a_ssa-1099-Part5-Address:7-Address:stateTextFormatted as a 2 character state code. 7 - Address State
a_ssa-1099-Part5-Address:7-Address:zipText5 digit zip code in which Payer is located. 7 - Address Zip
a_ssa-1099-Part6-Box8-ClaimNumber:8-ClaimNumber(UseThisNumberIfYouNeedToContactSsa.)Text8 - 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).

SSA-1099.pdf
drive.google.comdrive.google.com
SSA-1099.pdf

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