Important tax information for Hennessy Funds shareholders.
2019 Capital Gains Distributions
2019 capital gains were paid on December 6, 2019, to shareholders of record as of December 5, 2019.
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.
|2019-Q1 BP Midstream Investor (HMSFX)-Form 8937|
|2019-Q1 BP Midstream Institutional (HMSIX)-Form 8937|
|2019-Q4 BP Midstream Investor (HMSFX)-Form 8937|
|2019-Q4 BP Midstream Institutional (HMSIX)-Form 8937|