Form 540 2Ez 2020 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?Yes
Fillable fields127
Avg. time to fill out26 min 28 sec
Other names540ez 2020, california tax form 540 2ez, 540 2ez 2020, california 540 ez

Form Preview Example

TAXABLE YEAR

 

 

 

FORM

2020 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

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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6

If another person can claim you (or your spouse/RDP) as a dependent on his or her tax return,

 

 

 

 

 

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

. . . . . . . . . . . . . . . . . . . . . . 6

 

 

 

 

 

 

 

 

 

333

3111203

Form 540 2EZ 2020 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 . . . . . . . . . . . . . . . . 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

 

 

 

 

 

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

Add line 9, line 10, line 11, line 12, and line 13

16

 

 

 

.

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

completing the Dependent Tax Worksheet

17

. 00

18Senior exemption: See instructions. If you are 65 or older and entered 1 in the

 

box on line 7, enter $124. If you entered 2 in the box on line 7, enter $248

18

 

 

 

 

. 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

Use Tax

 

ISR

Penalty

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

Individual Shared Responsibility (ISR) Penalty. See instructions

 

 

 

27

 

.

 

. .

.

 

00

 

 

Full-year health care coverage.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Side 2 Form 540 2EZ 2020

333

3112203

Your name:

 

Your SSN or ITIN:

 

 

 

 

28

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

28

 

 

 

 

 

Due

29

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

29

 

 

 

 

Tax/Tax

30

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

 

 

 

 

 

 

 

 

 

line 27, subtract line 27 from line 28

30

 

 

31

Individual Shared Responsibility Penalty balance. If line 27 is more than line 28,

 

 

 

 

 

 

 

 

Overpaid

 

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

 

 

 

 

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

Contributions

 

 

 

 

 

 

 

School Supplies for Homeless Children Fund

.

422

 

State Parks Protection Fund/Parks Pass Purchase

.423

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

34 Add amounts in code 400 through code 444. These are your total contributions. . . .

.34

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

. 00

 

 

333

3113203

Form 540 2EZ 2020 Side 3

Your name:

Your SSN or ITIN:

Amount You Owe

Direct Deposit (Refund Only)

35AMOUNT 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.

 

 

 

 

36REFUND 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:

 

Type

37 Direct deposit amount

Routing number

Checking Account number

. 00

Savings

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

 

 

 

 

 

 

 

To learn about your privacy rights, how we may use your information, and the consequences for not providing the requested information, go to ftb.ca.gov/forms and search for 1131. To request this notice by mail, call 800.852.5711.

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

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)

It is unlawful

 

 

 

to forge a

 

 

 

spouse’s/RDP’s

 

 

 

 

 

PTIN

signature.

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

 

Joint tax return?

 

 

 

 

 

 

See instructions.

 

 

 

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 2020

333

3114203

How to Edit Form 540 2Ez

We've used the hard work of the best developers to make the PDF editor you are going to make use of. Our app allows you to complete the 2020 form 540 2ez file with ease and don’t waste precious time. All you have to undertake is try out the next straightforward directions.

Step 1: Select the button "Get Form Here" and then click it.

Step 2: Now, you are on the file editing page. You can add content, edit current information, highlight particular words or phrases, insert crosses or checks, insert images, sign the form, erase unnecessary fields, etc.

Make sure you type in the next details to fill out the 2020 form 540 2ez PDF:

stage 1 to filling out form 540 2ez 2020

Type in the information in the e c n e d s e R, a p c n i r P, s u t a t S g n, i l i, Enter your county at time of, If your address above is the same, If not, Street address (number and street), Apt, City, State, ZIP code, If your California filing status, Single, Qualifying widow(er), Married/RDP filing jointly (even, Head of household, and See instructions area.

Finishing form 540 2ez 2020 stage 2

Determine the key data in the Your name:, Your SSN or ITIN:, s n o i t p m e x E, 7 Senior: If you (or your, 8 Dependents: (Do not include, Dependent 1, Dependent 2, First Name, Last Name, SSN (see instructions), Dependent’s relationship to you, Whole dollars only, 9 Total wages (federal Form W-2, and 10 Total interest income (federal box.

Filling in form 540 2ez 2020 stage 3

Take the time to identify the rights and responsibilities of the parties within the 10 Total interest income (federal, 11 Total dividend income (federal, 12 Total pension income 13 Total, See instructions, box 2a), 16 Add line 9, Caution: If you checked the box on, 19 Nonrefundable renter’s credit, 20 Credits, 21 Tax, s t i d e r C d n a e m o c n, and e b a x a T section.

Finishing form 540 2ez 2020 step 4

Check the fields 22 Total tax withheld (federal, 23 Earned Income Tax Credit, 24 Young Child Tax Credit (YCTC), 25 Total payments, 26 Use tax, If line 26 is zero, No use tax is owed, You paid your use tax obligation, 27 Individual Shared, Full-year health care coverage, Side 2 Form 540 2EZ 2020, x a T e s U, R S, y t l, and a n e P and next fill them in.

Finishing form 540 2ez 2020 part 5

Step 3: Click "Done". You can now upload the PDF form.

Step 4: Make sure you stay away from potential issues by preparing no less than a pair of copies of your form.

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