Tax Information
Tax Forms & Documents
Income from U.S. Government Obligations
The income from U.S. Government Obligations for the Kinetics Mutual Funds can be found below.
Capital Loss Carryforwards
Information regarding the Kinetics Funds Capital Loss Carryforwards can be found below.
FORM 1099-DIVs: The scheduled mailing date for 1099-DIVs for all clients is February 18, 2020.
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.
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.