Form 540 2Ez – Fill Out and Use This PDF

The form 540 2EZ is a tax form that allows taxpayers to claim their dependents. To do this, you'll need the social security number and date of birth for each dependent.

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Form 540 2Ez PDF Details

This year, the Form 540 2Ez is simpler than ever before. It's a one-page form that summarizes your tax liability very concisely. The instructions are also shorter and simpler, making it easier to complete. In fact, the only thing you'll need to do is enter your total income and taxable deductions. Everything else is taken care of on the form itself. So if you're looking for an easy way to file your taxes this year, the 540 2Ez is definitely worth considering.

You'll find information about the type of form you need to submit in the table. It can show you the amount of time you will require to fill out form 540 2ez, what parts you will have to fill in and a few additional specific facts.

Question	Answer
Form Name	Form 540 2Ez
Form Length	4 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min
Other names	california tax form 540 2ez, 2020 540, 2020 ca, 540 ez tax

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TAXABLE YEAR			FORM
2021 California Resident Income Tax Return			540 2EZ

Check here if this is an AMENDED return.

Your first name

Initial

Last name

Suffix

Your SSN or ITIN

If joint tax return, spouse’s/RDP’s first name

Initial

Last name

Suffix

Spouse’s/RDP’s SSN or ITIN

Additional information (see instructions)

Street address (number and street) or PO box

Apt. no/ste. no.

PMB/private mailbox

City (If you have a foreign address, see instructions)

State

ZIP code

Foreign country name

Foreign province/state/county

Foreign postal code

Prior Date of Name Birth

Your DOB (mm/dd/yyyy)

•

Your prior name (see instructions)

•

Enter your county at time of filing (see instructions)

Spouse’s/RDP’s DOB (mm/dd/yyyy)

•

Spouse’s/RDP’s prior name (see instructions)

•

Principal Residence

If your address above is the same as your principal/physical residence address at the time of filing, check this box . . . If not, enter below your principal/physical residence address at the time of filing.

Street address (number and street) (If foreign address, see instructions.)	Apt. no./ste.no.


City		State	ZIP code

Filing Status

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

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

1		Single	5	Qualifying widow(er). Enter year spouse/RDP died.
2		Married/RDP filing jointly		See instructions.


		(even if only one spouse/RDP had income)


4		Head of household. STOP! See instructions.
4		Head of household. STOP! See instructions.
6
	If another person can claim you (or your spouse/RDP) as a dependent on his or her tax return,					• 6

	even if he or she chooses not to, you must see the instructions				. . . . . . . . . . . . . . . . . . . . . .

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Form 540 2EZ 2021 Side 1

Your name:

Your SSN or ITIN:

7	Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2. See instructions . . .	•	7
8	Dependents: (Do not include yourself or your spouse/RDP) Enter number of dependents here	•	8

Exemptions

Dependent 1

First Name

Last Name

SSN

(see • instructions)

Dependent’s relationship to you

Dependent 2

•

Dependent 3

•

Taxable Income and Credits

Penalty

ISR Use Tax

				Whole dollars only
9	. . . . . . . . . . . . . . . . . . . . . .Total wages (federal Form W-2, box 16). See instructions		• 9		.	00
10	Total interest income (federal Form 1099-INT, box 1). See instructions		• 10
					.	00
11	Total dividend income (federal Form 1099-DIV, box 1a). See instructions		• 11
					.	00
12	Total pension income	See instructions. Taxable amount	• 12
					.	00
13	Total capital gains distributions from mutual funds (federal Form 1099-DIV,		• 13		.

	box 2a). See instructions					00
			• 16
16	Add line 9, line 10, line 11, line 12, and line 13			. 00

17Using 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

18	completing the Dependent Tax Worksheet			. . . . . . .	. . .	. .	. . . . .	. .	.	17	. 00
	Senior exemption: See instructions. If you are 65 or older and entered 1 in the									18		.

	box on line 7, enter $129. If you entered 2 in the box on line 7, enter $258						. . . . . .	. .	.				00
19	Nonrefundable renter’s credit. See instructions									• 19
19	Nonrefundable renter’s credit. See instructions			. . . .	. . . . . . .		. .	.		• 19	.	00
20	Credits. Add line 18 and line 19. .									20
20	Credits. Add line 18 and line 19. .	. . . .	. . . . . . . . . . . . . . . . . . . . . .		. . . .	. . . . . . .		. .	.	20		.	00

21	. . . . . . .Tax. Subtract line 20 from line 17. If zero or less, enter -0-				. . . .	. . . . . . .		. .	.	• 21		.	00

22	Total tax withheld (federal Form W-2, box 17 or federal Form 1099-R, box 14). . . . . . • 22											.	00

23	. . . . . . . . . . . . . . . .Earned Income Tax Credit (EITC). See instructions for FTB 3514								.	• 23		.	00

24	. . . . . . . . . . . . . . .Young Child Tax Credit (YCTC). See instructions				. . . .	. . . . . . .		. .	.	• 24		.	00
25	Total payments. Add line 22, line 23, and line 24									25
25	Total payments. Add line 22, line 23, and line 24									25		.	00

26	. . . . . . . . . .Use tax. Do not leave blank. See instructions			• 26				.	00
	If line 26 is zero, check if:		No use tax is owed.				You paid your use tax obligation directly to CDTFA.
	If line 26 is zero, check if:		No use tax is owed.				You paid your use tax obligation directly to CDTFA.

. .27 If you and your household had full-year health care coverage, check the box. See instructions. Medicare Part A											. . . •
	or C coverage is qualifying health care coverage. If you did not check the box, see instructions.
	Individual Shared Responsibility (ISR) Penalty. See instructions									• 27		.	00

Side 2 Form 540 2EZ 2021

333

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Your name:		Your SSN or ITIN:
	28 Payments balance. If line 25 is more than line 26, subtract line 26 from line 25 . . . .		28
	29 Use Tax balance. If line 26 is more than line 25, subtract line 25 from line 26		29
Due
	30 Payments after Individual Shared Responsibility Penalty. If line 28 is more than
	line 27, subtract line 27 from line 28	. . . . . . . . . . .	30
Tax/Tax	31 Individual Shared Responsibility Penalty balance. If line 27 is more than line 28,
	subtract line 28 from line 27		31
	32 Overpaid tax. If line 30 is more than line 21, subtract line 21 from line 30		• 32
Overpaid
	33 Tax due. If line 30 is less than line 21, subtract line 30 from line 21.
	See instructions	. . . . . . . . . . .	33
			Code Amount
	California Seniors Special Fund. See instructions	. . . . . . . . . . .	.• 400
	Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund		. • 401
	Rare and Endangered Species Preservation Voluntary Tax Contribution Program . . .		• 403
	California Breast Cancer Research Voluntary Tax Contribution Fund. .	. . . . . . . . . . .	.• 405
	California Firefighters’ Memorial Voluntary Tax Contribution Fund		.• 406
	Emergency Food for Families Voluntary Tax Contribution Fund	. . . . . . . . . . .	.• 407
	California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund. . . .		. • 408
	California Sea Otter Voluntary Tax Contribution Fund		• 410
	California Cancer Research Voluntary Tax Contribution Fund	. . . . . . . . . . .	.• 413
	School Supplies for Homeless Children Voluntary Tax Contribution Fund		• 422
	State Parks Protection Fund/Parks Pass Purchase	. . . . . . . . . . .	.• 423
Contributions
	Protect Our Coast and Oceans Voluntary Tax Contribution Fund	. . . . . . . . . . .	.• 424
	Keep Arts in Schools Voluntary Tax Contribution Fund	. . . . . . . . . . .	• 425
	Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund. . .		• 431
	California Senior Citizen Advocacy Voluntary Tax Contribution Fund . .	. . . . . . . . . . .	.• 438
	Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund		.• 439

Rape Kit Backlog Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . .• 440

Schools Not Prisons Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . • 443

Suicide Prevention Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . . . • 444

Mental Health Crisis Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . • 445

. 00

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Form 540 2EZ 2021 Side 3

Your name:

Your SSN or ITIN:

California Community and Neighborhood Tree Voluntary Tax Contribution Fund . . . . . •446

34 Add amounts in code 400 through code 446. These are your total contributions

• 34

. 00

You Owe

Amount

Direct Deposit (Refund Only)

AMOUNT YOU OWE. Add line 29, line 31, line 33, and line 34. See instructions. Do not send cash.
Mail to: FRANCHISE TAX BOARD
PO BOX 942867
SACRAMENTO CA 94267-0001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 35	.	00
Pay online – Go to ftb.ca.gov/pay for more information.
REFUND OR NO AMOUNT DUE. Subtract line 34 from line 32. See instructions.
Mail to: FRANCHISE TAX BOARD
PO BOX 942840
SACRAMENTO CA 94240-0001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 36	.	00

Fill in the information to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a

deposit slip. Have you verified the routing and			account numbers? Use whole dollars only.
All or the following amount of my refund (line 36) is authorized for direct deposit into the account shown below:
• Routing number	• Type		• Account number	• 37 Direct deposit amount
• Routing number		Checking	• Account number	• 37 Direct deposit amount
		Savings			.	00

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

•Type

• Routing number	Checking	• Account number	• 38 Direct deposit amount
	Savings

				.	00

Our privacy notice can be found in annual tax booklets or online. Go to ftb.ca.gov/privacy to learn about our privacy policy statement, or go to ftb.ca.gov/forms and search for 1131 to locate FTB 1131 EN-SP, Franchise Tax Board Privacy Notice on Collection. To request this notice by mail, call 800.338.0505 and enter form code 948 when instructed.

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.

Your signature

Date

Spouse’s/RDP’s signature (if a joint tax return, both must sign)

Sign

Here

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

Joint tax return? See instructions.

Your email address. Enter only one email address.		Preferred phone number

Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge)


Firm’s name (or yours, if self-employed)		• PTIN

Firm’s address		• Firm’s FEIN

Do you want to allow another person to discuss this tax return with us? See instructions. . . .•			Yes
	Print Third Party Designee’s Name	Telephone Number

Side 4 Form 540 2EZ 2021

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california 540 ez empty fields to consider

Complete the Enter your county at time of, e c n e d i s e R, l a p i c n i r P, s u t a t S g n, i l i, If your address above is the same, If not enter below your, Apt nosteno, City, State, ZIP code, If your California filing status, Single, Qualifying widower Enter year, and MarriedRDP filing jointly even if field with all the particulars demanded by the application.

Describe the most vital details of the Your name, Your SSN or ITIN, Senior If you or your spouseRDP, Dependents Do not include, Dependent, Dependent, Dependent, First Name, Last Name, SSN see instructions, Dependents relationship to you, Whole dollars only, Total wages federal Form W box, Total interest income federal, and Total dividend income federal segment.

Entering details in california 540 ez stage 3

Inside of section Total dividend income federal, Total pension income Total, See instructions Taxable amount, box a See instructions, Add line line line line and, Caution If you checked the box on, Senior exemption See instructions, box on line enter If you entered, Nonrefundable renters credit See, Credits Add line and line, Tax Subtract line from line If, Total tax withheld federal Form W, Earned Income Tax Credit EITC See, Young Child Tax Credit YCTC See, and Total payments Add line line, identify the rights and responsibilities.

Check the fields If line is zero check if, No use tax is owed, You paid your use tax obligation, x a T e s U, R S, y t l a n e P, If you and your household had, or C coverage is qualifying health, and Side Form EZ and then fill them in.

california 540 ez If line is zero check if, No use tax is owed, You paid your use tax obligation, x a T e s U, R S, y t l a n e P, If you and your household had, or C coverage is qualifying health, and Side Form EZ fields to insert

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Form 540 2Ez – Fill Out and Use This PDF

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