Important tax information for Hennessy Funds shareholders.
2020 Tax Forms
1099 B, DIV available no later than 2/15/2021
1099 R, Q available no later than 2/1/2021
Please note that tax forms will only be sent to shareholders of Hennessy Funds that paid a distribution in 2020.
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.