Form 8937

IRS Form 8937, Report of Organizational Actions Affecting Basis of Securities

Issuers of investment company securities are now required to complete Internal Revenue Service (IRS) Form 8937 in order to report organizational actions that affect the basis of those securities. These actions include tax-free reorganizations and nontaxable distributions that affect the basis of the securities involved in the organizational action.

Date Fund
12/31/2013 Form 8937: Delaware Diversified Floating Rate Fund - Return of capital
12/31/2013 Form 8937: Delaware Diversified Income Fund - Return of capital
12/31/2013 Form 8937: Delaware International Bond Fund - Return of capital
12/31/2013 Form 8937: Delaware Limited-Term Diversified Income Fund - Return of capital
12/31/2012 Form 8937: Delaware Diversified Floating Rate Fund - Return of capital
12/31/2012  Form 8937: Delaware International Bond Fund - Return of capital
09/28/2012 Form 8937: Delaware Global Real Estate Securities Fund - Fund merger
05/11/2012 Form 8937: Delaware Large Cap Value Fund - Fund merger

 

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