Delaware Funds by Macquarie® 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 mutual funds that you owned during the year 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.
Fund tax data
Download the following information about specific Delaware Funds by Macquarie mutual funds:
- income-by-state percentages for tax-free funds
- income from US obligations
- alternative minimum tax (AMT)
- dividends-received deduction for corporations
- foreign tax.
2022 fund tax data – Delaware Funds
2021 fund tax data – Legacy Delaware Funds
2021 fund tax data – Delaware Ivy Funds
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 Funds® by Macquarie
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).
Contact the Shareholder Service Center
Request duplicate tax forms by calling our Shareholder Service Center at 800 523-1918, weekdays from
8:30am to 6:00pm ET.