Tax Information

Resources

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 16th, 2026
Annual statements mailed January 30th, 2026

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 23rd, 2026 January 30th, 2026

Daily First 60 Day Contribution Receipts
Non-systematic plan purchases made between January 1st and March 2nd, 2026

 Within 48 hours of settlement Daily

First 60 Day Contribution Receipts
Systematic plan purchases made between January 1st and March 2nd, 2026

 March 16th, 2026 March 16th, 2026
T3 / NR4 / Relevé 16 Tax Receipts January 23rd, 2026 January 30th, 2026
T5 / NR4 / Relevé 3 Statement of Investment of Income January 23rd, 2026 January 30th, 2026
T5008 and Relevé 18 Tax Receipts

January 23rd, 2026

 January 30th, 2026
T4FHSA/Relevé 32 Tax Receipts

February 20th, 2026

 February 27th, 2026
T4RSP / T4RIF / T4A / NR4 / Relevé 1 / Relevé 2 Tax Receipts February 20th, 2026 February 27th, 2026

 

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