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!


Sandra Vasquez
Last -Minute Tax Steps for Montana Small Businesses
Get your small business ready for year-end with a practical checklist covering expenses, payroll, deductions, retirement contributions, and clean recordkeeping to set up a smooth and accurate 2025 tax filing.


Bjorn Swanson
Quick 2025 1099 Guide for Montana Businesses & Ranchers
Learn the 2025 1099 rules every Montana business and ranch needs to follow—from who gets a form to what payments qualify—so you can file accurately, stay compliant, and avoid January surprises.


Bjorn Swanson
2026 Tax Outlook: What Montana’s New Laws Mean for Your Family and Business
New year, new tax rules. Montana’s 2026 reforms promise simplicity, but not everyone will save. Find out what the changes mean for your household and business.


