

It’s that time of year again! To ensure prompt filing and avoid penalties, please provide us with your 1099 information by January 15, 2025. As a reminder, we recently emailed all clients with detailed instructions, so be sure to check your inbox for additional information.
Key Filing Requirements
$600 or more: Payments to individuals, partnerships, and LLCs for services or rent (including pasture rent).
$600 or more: Payments to individuals, partnerships, LLCs, and corporations for medical services (including veterinary).
$10 or more: Payments to individuals, partnerships, and LLCs for interest.
These forms must be provided to recipients and the IRS by January 31, 2025. Late filings may incur penalties, so don’t delay!
How to Submit Your Information
Online: Complete and submit your information securely online: Submit Info Online
Printable Form: Download, fill out, and return via one of these methods:
Upload to our secure client portal, Canopy.
Drop it off at our Pendroy or Whitefish offices.
Mail it to: JA Swanson Agency, PO Box 147, Pendroy, MT 59467.
Need Help?
If you have any questions or need assistance, contact us right away. Tara Woldstad or Kassidy Wagner will reach out if we need additional information.
Thank you for your prompt attention. Let’s work together to ensure a smooth and successful filing season!


RT Snyder Jr.
Home Office Deductions
Working from home and having a deductible home office aren't always the same thing. we break down what makes a workspace qualify, which expenses may count, and the differences between the two ways to calculate your deduction.


Kassidy Wagner
Retirement Plans That Actually Fit Your Business
Learn how different retirement plans can work for your business, from IRAs and SEP IRAs to 401(k)s and cash balance plans. We break down the costs, contribution potential, employee considerations, and long-term commitments to help you find an option that fits—in good years and lean ones.


Kassidy Wagner
Hiring Your Kids in Your Business
Learn how hiring your children in your family business can reduce taxes while teaching valuable work skills. This article explains payroll rules, reasonable wages, and how earned income can help your children begin building long-term financial security through a Roth IRA.

