Form 540 2EZ: California Resident Income Tax Return

Check here if this is an AMENDED return.

Enter Your first name, Initial, Last name, Suffix and Your SSN or ITIN.

If joint tax return, enter spouse's/RDP's first name, Initial, Last name, Suffix and Spouse's/RDP's SSN or ITIN.

Enter Street address (number and street) or PO box, Apt. no/ste. no. and PMB/private mailbox.

Enter City (If you have a foreign address, see instructions), State and ZIP code.

Enter Your DOB (mm/dd/yyyy) and Spouse's/RDP's DOB (mm/dd/yyyy).

Enter Your prior name (see instructions) and Spouse's/RDP's prior name (see instructions).

Enter your county at time of filing (see instructions).

If your address is the same as your principal/physical residence address at the time of filing, check this box.

If not, enter your principal/physical residence address at the time of filing.

Check the box for your filing status. Check only one. See instructions.

Single. Married/RDP filing jointly (even if only one spouse/RDP had income). Head of household. STOP! See instructions. Qualifying surviving spouse/RDP: only for it, enter year spouse/RDP died.

If your California filing status is different from your federal filing status, check the box here.

If someone can claim you (or your spouse/RDP) as a dependent, check the box here. See instructions.

Line 7, Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2. See instructions.

Line 8, Dependents: (Do not include yourself or your spouse/RDP) Enter number of dependents here.

For Dependent 1, Dependent 2 and Dependent 3, enter First Name, Last Name, SSN (see instructions) and Dependent's relationship to you.

Enter Whole dollars only.

Line 9: Total wages (federal Form W-2, box 16). See instructions.

Line 10: Total interest income (federal Form 1099-INT, box 1). See instructions.

Line 11: Total dividend income (federal Form 1099-DIV, box 1a). See instructions.

Line 12: Total pension income See instructions. Taxable amount.

Line 13: Total capital gains distributions from mutual funds (federal Form 1099-DIV, box 2a). See instructions.

Line 16: Add line 9, line 10, line 11, line 12, and line 13.

Line 17: Using the 2EZ Table for your filing status, enter the tax for the amount on line 16.

Caution: If you checked the box on line 6, STOP. See instructions for completing the Dependent Tax Worksheet.

Line 18, Senior exemption: See instructions. If you are 65 or older and entered 1 in the box on line 7, enter $153. If you entered 2 in the box on line 7, enter $306. (checked November 8, 2026)

Line 19: Nonrefundable renter's credit. See instructions.

Line 20: Credits. Add line 18 and line 19.

Line 21: Tax. Subtract line 20 from line 17. If zero or less, enter -0-.

Line 22: Total tax withheld (federal Form W-2, box 17 or federal Form 1099-R, box 14).

Line 23a: Earned Income Tax Credit (EITC). Line 23b: Young Child Tax Credit (YCTC). See instructions.

Line 25: Total payments. Add line 22, line 23a, line 23b, and line 23c.

Line 26: Do not leave blank. See instructions.

If line 26 is zero, check if: No use tax is owed. You paid your use tax obligation directly to CDTFA.

Line 27: If you and your household had full-year health care coverage, check the box. See instructions.

If you did not check the box, see instructions.

Line 27, ISR Penalty: See instructions.

Line 28: Payments balance. If line 25 is more than line 26, subtract line 26 from line 25.

Line 29: Use Tax balance. If line 26 is more than line 25, subtract line 25 from line 26.

Line 30: Payments after Individual Shared Responsibility Penalty. If line 28 is more than line 27, subtract line 27 from line 28.

Line 31: Individual Shared Responsibility Penalty balance. If line 27 is more than line 28, subtract line 28 from line 27.

Line 32: Overpaid tax. If line 30 is more than line 21, subtract line 21 from line 30.

Line 33: Tax due. If line 30 is less than line 21, subtract line 30 from line 21. See instructions.

Line 34: Add amounts in code 400 through code 449. This is your total contribution.

AMOUNT YOU OWE. Add line 29, line 31, line 33, and line 34. See instructions. Do not send cash.

For AMOUNT YOU OWE, Mail to: FRANCHISE TAX BOARD PO BOX 942867 SACRAMENTO CA 94267-0001

Pay online - Go to ftb.ca.gov/pay for more information.

REFUND OR NO AMOUNT DUE. Subtract line 34 from line 32. See instructions.

For REFUND OR NO AMOUNT DUE, Mail to: FRANCHISE TAX BOARD PO BOX 942840 SACRAMENTO CA 94240-0001

Fill in the information to authorize direct deposit of your refund into one or two accounts. Use whole dollars only.

Do not attach a voided check or a deposit slip.

Line 37: All or the following amount of my refund (line 36) is authorized for direct deposit into the account shown below: Routing number, Type Checking Savings, Account number.

Line 38: The remaining amount of my refund (line 36) is authorized for direct deposit into the account shown below.

Do you want information on no-cost or low-cost health care coverage? By checking the “Yes” box, you authorize the Franchise Tax Board to share limited information from your tax return with Covered California.

Organ Donor Election: Primary taxpayer. Spouse/RDP (if joint tax return).

If you do not check the box, Donate Life California will not enroll you in the registry at this time.

Under penalties of perjury, I declare that, to the best of my knowledge and belief, the information on this tax return is true, correct, and complete.

Sign Your signature, Date and Spouse's/RDP's signature (if a joint tax return, both must sign).

It is unlawful to forge a spouse's/RDP's signature.

Your email address. Enter only one email address.

Enter Preferred phone number.

Print paid preparer's name, Paid preparer's phone number and Paid preparer's signature.

Joint tax return? See instructions.

Enter Firm's name (or yours, if self-employed), PTIN, Firm's address and Firm's FEIN.

Print Third Party Designee's Name and Telephone Number.