Tax information

Download the 2015 tax booklet

Delaware Investments offers information in this section to help you better understand the year-end tax reports that we provide to shareholders. Your tax liability for the Delaware Investments® mutual funds that you owned in 2015 is derived primarily from income and capital gains distributions made by the funds, as well as from personal gains or losses resulting from the sale or exchange of fund shares.

Your tax information

Account Access gives you full access to your account information, including tax information. To sign up for Account Access, call our Shareholder Service Center at 800 523-1918.

Importing tax data into TurboTax®

Are you a TurboTax user? You may be able to import tax information directly from your Delaware Investments account into TurboTax.

For more information

Internal Revenue Service

The Internal Revenue Service (IRS) has several publications and Web tools available free of charge to help taxpayers complete their tax returns. These publications and tools, including IRS Publication 550, Investment income and Expenses, can be obtained by visiting the IRS website at irs.gov. Publications can also be obtained by calling the IRS at 800 TAX-FORM (800 829-3676).

Delaware Investments

Request duplicate tax forms by calling our Shareholder Service Center at 800 523-1918, weekdays from 8:30 a.m. to 6:00 p.m. Eastern time.


Investing involves risk, including the possible loss of principal.

Carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund’s prospectus and its summary prospectus, which may be obtained by visiting our fund literature page or calling 800 523-1918. Investors should read the prospectus and the summary prospectus carefully before investing.

The information contained in the Tax Center is not intended to be legal or tax advice. If you need assistance preparing your tax return, please consult a tax advisor.

Information may be abridged and therefore incomplete. Any discussion pertaining to taxes in this communication (including attachments) may be part of the promotion or marketing of a product. Advice (if any) related to federal taxes that is contained in this communication (including attachments) is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Individuals should seek advice based on their own particular circumstances from an independent tax advisor.

All third-party marks cited are the property of their respective owners.