Tax Information
Resources
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Annual Statement and Tax Receipt Mailing Schedule
Annual statements available online January 16th, 2023
Annual statements mailed January 31st, 2023
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 16th, 2023 | January 31st, 2023 |
Daily First 60 Day Contribution Receipts |
Within 48 hours of settlement | Daily |
First 60 Day Contribution Receipts |
March 15th, 2023 | March 15th, 2023 |
T3 / NR4 / Relevé 16 Tax Receipts | January 31st, 2023 | January 31st, 2023 |
T5 / NR4 / Relevé 3 Statement of Investment of Income | January 31st, 2023 | January 31st, 2023 |
T5008 and Relevé 18 Tax Receipts |
January 16th, 2023 |
January 31st, 2023 |
T4RSP / T4RIF / T4A / NR4 / Relevé 1 / Relevé 2 Tax Receipts | February 10th, 2023 | February 10th, 2023 |
Tax Booklets
Advisor log-in required
AGF Essential Tax Booklet
Annual Distribution Breakdown1
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Tax Year 2022 - AGF Group of Funds
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Tax Year 2021 - AGF Group of Funds
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Tax Year 2020 - AGF Group of Funds
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Tax Year 2019 - AGF Group of Funds
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Tax Year 2018 - AGF Group of Funds
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Tax Year 2017 - AGF Group of Funds
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Tax Year 2016 - AGF Group of Funds
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Tax Year 2015 - AGF Group of Funds
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