Forvis Mazars US published an article breaking down how the 1098-T and 1099-Q forms work together, walks through a step-by-step example, and includes a practical filing checklist before filing tax time.
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A few small missteps at tax time can quietly prevent your family from saving on college expenses. If you use a 529 plan to help fund tuition, watch for these common mist…
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Forvis Mazars US
Global to see the big picture. Local to understand it.
- Industry
- Professional Services
- Company size
- 5,001–10,000 employees
About Forvis Mazars US
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.
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Legal & Regulatory
Forvis Mazars US notes that proposals could allow semiannual reporting and simplify filer classification, consolidating five categories into two and raising the large-accelerated filer threshold to $2 billion.
Legal & Regulatory
Forvis Mazars US notes that cybersecurity is now a national enforcement project for 2026, requiring fiduciary oversight and documentation for plan investigations.
Legal & Regulatory
Forvis Mazars US highlights that ASU 2026-02 introduces U.S. GAAP guidance for environmental credits and related obligations with a retrospective transition and 2028 effective dates.
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