Tax Information

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Tax Information

AGF is going paperless!
Year-end statements for AGF Cash, TFSA and RRSP accounts (and their Group and Spousal Plan equivalents) are no longer being printed. Only statements for AGF RESPs, Locked-In plans and RRIFs will be printed and mailed. You can continue to receive year-end paper statements and other documents by updating your document delivery preferences in the secure AGF.com My Account Portal, or by calling us at 1-888-216-4424.

Annual Statement and Tax Receipt Mailing Schedule

Annual statements available online January 17th, 2024
Annual statements mailed January 31st, 2024

Note: Dates provided may be subject to change.

 

AGF and Elements Funds Tax Receipts

Tax Receipts Available Online Expected Mailing Date
Remainder of the Year Contribution Receipts January 22nd, 2024 January 31st, 2024

Daily First 60 Day Contribution Receipts
Non-systematic plan purchases made between January 1st and February 29, 2024

 Within 48 hours of settlement Daily

First 60 Day Contribution Receipts
Systematic plan purchases made between January 1st and February 29, 2024

 March 15th, 2024 March 15th, 2024
T3 / NR4 / Relevé 16 Tax Receipts January 31st, 2024 January 31st, 2024
T5 / NR4 / Relevé 3 Statement of Investment of Income January 31st, 2024 January 31st, 2024
T5008 and Relevé 18 Tax Receipts

January 22nd, 2024

 January 31st, 2024
T4FHSA/Relevé 32 Tax Receipts

February 15th, 2024

 February 15th, 2024
T4RSP / T4RIF / T4A / NR4 / Relevé 1 / Relevé 2 Tax Receipts February 15th, 2024 February 15th, 2024

 

Tax Booklets

Advisor log-in required

AGF Essential Tax Booklet

Annual Distribution Breakdown1

1 The annual distribution breakdown does not reflect the tax characteristics of management fee rebates (MFR). For more information please contact AGF Client Services at 1-800-268-8583 Monday to Friday from 8:00 a.m. to 8:00 p.m. ET

Distribution Estimates