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.

QuestionAnswer
Form NameForm 540 2Ez
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namescalifornia 540 2 ez 2020, 2020 ca, 2020 form 540 2ez, ftb ca form 540 2ez 2020

Form Preview Example

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A

R

RP

<![endif]>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)

<![endif]>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

 

 

 

 

 

 

 

 

 

 

 

 

 

<![endif]>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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

. . . . . . . . . . . . . . . . . . . . . .

 

 

 

 

 

 

 

 

333

3111213

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

<![endif]>Exemptions

Dependent 1

First Name

Last Name

SSN

(see instructions)

Dependent’s relationship to you

Dependent 2

Dependent 3

<![endif]>Taxable Income and Credits

<![endif]>Penalty

<![endif]>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

 

 

 

. . . .

. . . . . . .

. .

.

 

.

00

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.

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.

 

 

 

 

 

 

 

. .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

<![endif]>Due

 

 

 

 

30 Payments after Individual Shared Responsibility Penalty. If line 28 is more than

 

 

line 27, subtract line 27 from line 28

. . . . . . . . . . .

30

<![endif]>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

<![endif]>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

<![endif]>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

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333

3113213

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

. 00

35

<![endif]>You Owe

<![endif]>Amount

36

<![endif]>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

 

 

Checking

 

 

 

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)

X

X

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

No

 

Side 4 Form 540 2EZ 2021

333

3114213

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