Tax Forms & Documents

Tax Guide

The latest Tax Guide can be found below.

 

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Income from U.S. Government Obligations

The income from U.S. Government Obligations for the Kinetics Mutual Funds can be found below.

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Capital Loss Carryforwards

Information regarding the Kinetics Funds Capital Loss Carryforwards can be found below.

 

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FORM 1099-DIVs: The scheduled mailing date for 1099-DIVs for all clients is February 17, 2015.


For additional tax or other account related information, please contact our shareholder services line at 1-800-930-3828.


Distributions

Historical distributions information for the Kinetics Mutual Funds can be found here.

FAQs

Review Frequently Asked Questions relating to the account initiation process and other investment related items.

Disclosure

Neither Horizon Kinetics, LLC. nor its subsidiaries, including Kinetics, provide tax or legal advice to their clients and all investors are urged to consult their tax and legal advisors regarding any potential strategy or investment.