Incorrect Social Security Benefit Statements (Form SSA-1099)
What Happened: Every January, the Social Security Administration (SSA) mails Form SSA-1099 to beneficiaries who received payment from the Agency during the previous calendar year. Due to a programming error, SSA-1099’s containing incorrect information were mailed to many Missourians. The Social Security Administration quickly fixed the problem and corrected Form SSA-1099’s were mailed on January 25, 2008.
- I just received a corrected Form SSA-1099; what should I do?
- I have already filed my Missouri income tax return and just received a corrected Form SSA-1099; do I need to file an amended return?
- I have already filed a Property Tax Credit (PTC) claim and just received a corrected Form SSA-1099; do I need to file an amended return?
- How do I file an amended Missouri income tax return?
- How do I file an amended Property Tax Credit (PTC) claim?
Question 1: I just received a corrected Form SSA-1099; what should I do?
If you have not filed your Missouri income tax return or Property Tax Credit (PTC) claim, use the corrected Form SSA-1099 to prepare your income tax return or PTC claim. If you have already filed, please use the corrected Form SSA-1099 to file an amended income tax return or PTC claim. See Question 4 and Question 5 for how to amend your return.
Question 2: I have already filed my Missouri income tax return and just received a corrected Form SSA-1099; do I need to file an amended return?
Yes. You should file an amended income tax return using the information from the corrected Form SSA-1099. See Question 4 for how to amend your return.
Question 3: I have already filed a Property Tax Credit (PTC) claim and just received a corrected Form SSA-1099; do I need to file an amended return?
Yes. You should file an amended PTC claim using the information from the corrected Form SSA-1099. See Question 5 for how to amend your return.
Question 4: How do I file an amended Missouri income tax return?
Missouri does not have a special form for amending a tax return. Form MO-1040 Individual Income Tax - Long Form
should be completed with the corrected figures. The box indicating an amended return on page 1 should be marked in the top left corner.
The long form should be used even if you originally filed electronically, or used a short form. Remember to also complete the "Amended Return" section when completing page 2 of the return. To avoid a delay in processing your amended Missouri return, please include a copy of your amended federal income tax return and any supporting documentation, including Form MO-A (Individual Income Tax Adjustments), if applicable.
Question 5: How do I file an amended Property Tax Credit (PTC) claim?
Missouri does not have a special form for amending a PTC claims. Form MO-PTC should be completed with the corrected figures. The box indicating an amended claim should be marked at the top of the form.