Delaware Investments offers Instant Data Entry
Delaware Investments offers a way to easily import your IRS Form 1099 tax data and potentially finish your taxes faster and more accurately. Delaware Investments is working with Intuit, the makers of TurboTax® software to offer you the TurboTax® Instant Data Entry feature for the 2008 tax season.
If you use TurboTax OnlineSM or desktop software to prepare your taxes, you can import your 1099 tax information — dividends and transactions — from Delaware Investments into your TurboTax return.
First, get online Account Access
To import your 1099 tax data into TurboTax, you must be registered for the Delaware Investments® online Account Access feature. Account Access is a password-protected area of the Delaware Investments Web site that gives you access to your account information and lets you perform account transactions online. For more information, call our Shareholder Service Center at 800 523-1918. You may register for Account Access now. Have your Social Security number and account number handy.
Frequently asked questions
What is TurboTax® Instant Data Entry?
Instant Data Entry helps you complete your tax forms by quickly, securely, and accurately retrieving tax information — dividends and transactions — from Delaware Investments and entering that information
in the correct forms in TurboTax. You can also import your W-2 information from participating companies.
Is
Instant Data Entry available with all versions of TurboTax?
No. The Instant Data Entry feature is included in all TurboTax® online and desktop versions, except TurboTax Online Free Edition.
Are all Delaware Investments shareholders eligible to use Instant Data Entry?
The Instant Data Entry feature is available to Delaware Investments
shareholders who are registered for Delaware Investments online Account
Access. If you haven't already registered for online Account Access,
you should complete the online registration process before using
TurboTax to complete your tax returns. Sign up for online Account
Access.
What
is the Delaware Investments online Account Access feature?
Account Access is a user ID/password–protected area of the Delaware Investments
Web site that gives you access to your account information and lets
you perform account transactions online. For more information, visit
the Delaware Investments Web site or call our Shareholder Service Center at 800
523-1918, or register for Account Access now.
How
do I sign up for the Delaware Investments online Account Access feature?
You may register for Account Access now.
Who
can I contact if I have questions about the Delaware Investments online Account Access feature?
Call the Delaware Investments Shareholder Service Center at 800 523-1918. Customer
service representatives are available to assist you weekdays from 8 a.m. to 7 p.m. Eastern time.
What
information do I need for the Delaware Investments online Account Access feature?
To sign up for Account Access, you need your Social Security number and
an account number from any one of your accounts with Delaware Investments.
(You can find your account number(s) on your investment update statements.)
Account Access will ask you to create a user ID and password. Each time you log on to Account Access, you will be asked to input your user ID and password.
What
if I forget my user ID for online Account Access?
Account Access features a "Retrieve user ID" function. This will enable shareholders to recover a lost or forgotten user ID. Call the Delaware Investments Shareholder Service Center at 800-523-1918.
Representatives are available to assist you weekdays from 8 a.m. to 7 p.m. Eastern time.
My
spouse and I have a joint account(s) at Delaware Investments, but we
file individual tax returns. How do we download information from a joint
account into one of our tax returns?
There is only one Social Security number associated with each of your
accounts at Delaware Investments. As a result, the account information
can be listed on only one tax return. You should match the Social Security
number on the investment account with the Social Security number on
the individual tax return. Special rules relate to those electing to file their tax returns as married filed separate. For more detailed information, please consult a tax advisor.
Is
Delaware Investments participating in the TurboTax promotion code program
or offering other discounts on TurboTax products?
Delaware Investments is not offering promotion codes or discounts on any
TurboTax products.
Who
can I contact if I have questions about TurboTax or Instant Data Entry?
Technical support for questions relating to TurboTax and the Instant
Data Entry feature is available through the TurboTax support Web site at www.turbotaxsupport.com.
The TurboTax site provides many support options — including frequently
asked questions (FAQ), online chat, special notices, and user feedback. You can
also speak with a TurboTax customer service representative during normal
business hours. The phone number for TurboTax customer service is available
on the TurboTax service and support Web site www.turbotaxsupport.com.
Do
I need to configure my Internet connection to use TurboTax?
No. When you install TurboTax, your Internet connection is automatically
configured to work with the TurboTax internet features.
If you have difficulty
with any TurboTax feature while you are preparing your taxes, including
Instant Data Entry, you can get answers to frequently asked questions
by clicking the "Get Answers" links on the left side of the TurboTax screens. If you cannot find the answer to your question, you
can speak with a TurboTax representative during normal
business hours. The phone number for TurboTax representatives is available
on the TurboTax service and support Web site www.turbotaxsupport.com.
Do
I need special software to use the Instant Data Entry feature?
You need internet access in order to use Instant Data Entry to retrieve and import
your tax information from Delaware Investments to your tax forms in
TurboTax.
I
am using the desktop (CD) version of TurboTax. Do I need to log on to
the Internet before I start my taxes in order to use the Instant Data
Entry feature?
No. You can start your taxes by inserting the CD into your disk drive and loading the TurboTax
program. When you arrive at the TurboTax screen "Retrieve Investment
Income" select "Delaware Investments." At the "Delaware Investments Log on"
screen, type your user ID and password you selected
when you registered for Delaware Investments Account Access. At that
point, you will be connected to the Internet and TurboTax will begin the logon process for you.
I am using TurboTax Online. Do I need to log
on to the Internet before I start my taxes?
Yes. Go to www.turbotax.com and select the TurboTax online product that is right for you. If you have questions or problems with TurboTax online, go to the TurboTax service and support Web site at www.turbotaxsupport.com. The TurboTax site provides many support options, including FAQs, online chat, special notices, and user feedback. You can also speak with a TurboTax representative during normal business hours. The phone number for TurboTax customer service is available on the TurboTax service and support Web site at www.turbotaxsupport.com.
From
TurboTax, how do I log on to Delaware Investments?
At the TurboTax screen that relates to investment income, you will log in
to Delaware Investments by typing in your user ID and password that you selected when you
registered for Delaware Investments online Account Access.
I
downloaded my 1099-B information into my tax return, but TurboTax indicates
that average cost basis information was not provided. What should I
do?
Your cost basis is the price you paid for shares, including any sales
charges, and is used to determine whether you have a capital gain or
loss on shares that you exchange or redeem. If you did not exchange
or redeem any shares during the year, you will not have a cost basis.
Refer to your IRS Form 1099-B — Proceeds From Redemption and Exchange Transactions
— to determine if average cost basis information applies to your
account(s). The form was included in the year-end tax mailing that you
received from Delaware Investments. If IRS Form 1099-B reports average cost
basis information, you will need to manually input this information
into your tax return. Due to a systems limitation, Instant Data Entry
is currently unable to import this information to your tax returns.
If you cannot find your IRS Form 1099-B or if you have any questions, contact
our Shareholder Service Center at 800 523-1918. Representatives
are available weekdays from 8 a.m. to 7 p.m. Eastern time.
I took a distribution from a Coverdell Education Savings Account but did not get the 1099-Q information. Why was this not included?
IRS Form 1099-Q is not currently available for Instant Data Entry. You will need to manually input this information into your tax return. If you cannot find your form 1099-Q or if you have any questions, contact our Shareholder Service Center at 800 523-1918. Representatives are available weekdays from 8 a.m. to 7 p.m. Eastern time.
The information contained in the Tax Center is not intended to be legal or tax advice. Please consult a tax advisor if you need assistance preparing your tax return.
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. As provided for in government regulations, 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.
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