Documentation from Soc Sec

What does Half Hollow Hills School District need as documentation showing payments made?

Medicare paid as reduction in Social Security

When you and/or your spouse are receiving Social Security, it is a tax reporting requirement that the Social Security Administration send a form SSA-1099 by January 31 of the following year. On the 2023 Form will be listed the total amount deducted from your Social Security Pension for Medicare Part B Premiums for 2023.  

A copy of the 2023 form SSA-1099s will satisfy the requirement for documentation of what you paid for Medicare Part B Premiums during 2023.  If you and your spouse are eligible, please include documentation for both of you.

If you currently live in the United States and need a replacement form SSA-1099, you may get a replacement by:

• • Using your online Social Security account. If you don’t already have an account, you can create one online. Go to www.ssa.gov/signin. Once you are logged in to your account, select the "Replacement Documents" tab;

  • Calling Social Security at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m.; or

  • Contacting your local Social Security office.

Form SSA-1099 is not available for people who receive Supplemental Security Income (SSI).