Important tax information for Hennessy Funds shareholders.
The deadline for making a prior year IRA contribution has been extended to July 15, 2020, matching the filing date for Federal and State taxes.
Any RMD that was previously required in 2020 is waived.
Online Access of Your Tax Forms
Tax information for current shareholders who hold directly with Hennessy Funds, including your 1099-DIV forms, can be accessed via your online account.
Fund Distribution Information
All Fund distributions can be viewed here on our site by visiting our distributions page.
Supplemental Tax Information
Download tax forms by selecting the year. Forms available: Form 8937, U.S. Govt. Obligations, Foreign Tax Credit.