Important tax information for Hennessy Funds shareholders.
2021 Tax Documents
- The Hennessy Funds 1099R forms were mailed on 1/17/22. (Qualified Plan / IRA redemptions)
- The Hennessy Funds 1099Q forms were mailed on 1/14/22. (Coverdell ESA redemptions)
- The Hennessy Funds 592B forms have not yet been mailed. (State of CA backup withholding)
- The Hennessy Funds combined 1099DIV/B forms are scheduled to be mailed by 2/15/22.
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.