California Form 540-2EZ (California Resident Income Tax Return) (2024)

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California Resident Income Tax Return
2023 Form 540 2EZ California Resident Income Tax Return
TAXABLE YEAR2023FORM540 2EZCalifornia Resident Income Tax ReturnCheck here if this is an AMENDED return.Your first nameInitial Last nameSuffixYour SSN or ITINAIf joint tax return, spouse’s/RDP’s first nameInitial Last nameSuffixSpouse’s/RDP’s SSN or ITINRAdditional information (see instructions)Street address (number and street) or PO boxApt. no/ste. no.City (If you have a foreign address, see instructions)StateForeign country nameDate ofBirthPriorNameForeign postal codeSpouse’s/RDP’s DOB (mm/dd/yyyy)••ZIP codeForeign province/state/countyYour DOB (mm/dd/yyyy)PMB/private mailbox•Your prior name (see instructions)•Spouse’s/RDP’s prior name (see instructions)Filing StatusPrincipal ResidenceEnter your county at time of filing (see instructions)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.CityStateZIP codeIf 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.51Single2Married/RDP filing jointly(even if only one spouse/RDP had income)4Head of household. STOP! See instructions.Qualifying surviving spouse/RDP. Enter year spouse/RDP died.See instructions.6 If someone can claim you (or your spouse/RDP) as a dependent, check the box here.See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3333111233•6Form 540 2EZ 2023 Side 1RPYour 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 . . . • 7Exemptions8 Dependents: (Do not include yourself or your spouse/RDP) Enter number of dependents here. . . . . . . . . . . . . .Dependent 1Dependent 2•8Dependent 3First NameLast NameSSN(seeinstructions)•••Dependent’srelationshipto youTaxable Income and CreditsWhole dollars only9 Total wages (federal Form W-2, box 16). See instructions. . . . . . . . . . . . . . . . . . . . . .•9. 0010 Total interest income (federal Form 1099-INT, box 1). See instructions. . . . . . . . . . . .•10. 0011 Total dividend income (federal Form 1099-DIV, box 1a). See instructions. . . . . . . . . .•11. 0012 Total pension incomeSee instructions. Taxable amount. . . . . . . . . . . .13 Total capital gains distributions from mutual funds (federal Form 1099-DIV,box 2a). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .•12. 00•13. 0016 Add line 9, line 10, line 11, line 12, and line 13.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .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 forcompleting the Dependent Tax Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18 Senior exemption: See instructions. If you are 65 or older and entered 1 in thebox on line 7, enter $144. If you entered 2 in the box on line 7, enter $288. . . . . . . . .•16. 0017. 0018. 0019 Nonrefundable renter’s credit. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .•19. 0020. 0020 Credits. Add line 18 and line 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 Tax. Subtract line 20 from line 17. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . .•21. 0022 Total tax withheld (federal Form W-2, box 17 or federal Form 1099-R, box 14). . . . . .•22. 0023 a Earned Income Tax Credit (EITC). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . .•23a. 00b Young Child Tax Credit (YCTC). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . .•23b. 00c Foster Youth Tax Credit (FYTC). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . .•23c. 0025. 00Use Tax25 Total payments. Add line 22, line 23a, line 23b, and line 23c. . . . . . . . . . . . . . . . . . .26 Use tax. Do not leave blank. See instructions. . . . . . . . . .If line 26 is zero, check if:No use tax is owed.Side 2 Form 540 2EZ 2023333• 263112233. 00You paid your use tax obligation directly to CDTFA.Overpaid Tax/Tax DueISRPenaltyYour name:Your SSN or ITIN: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•. 0028 Payments balance. If line 25 is more than line 26, subtract line 26 from line 25 . . . .28. 0029 Use Tax balance. If line 26 is more than line 25, subtract line 25 from line 26. . . . .30 Payments after Individual Shared Responsibility Penalty. If line 28 is more thanline 27, subtract line 27 from line 28. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31 Individual Shared Responsibility Penalty balance. If line 27 is more than line 28,subtract line 28 from line 27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29. 0030. 0031. 0032. 0033. 0032 Overpaid tax. If line 30 is more than line 21, subtract line 21 from line 30. . . . . . . . .33 Tax due. If line 30 is less than line 21, subtract line 30 from line 21.See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .•ContributionsCode AmountCalifornia Seniors Special Fund. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . .• 400. 00Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund . . . . . . . • 401. 00Rare and Endangered Species Preservation Voluntary Tax Contribution Program . . . • 403. 00California Breast Cancer Research Voluntary Tax Contribution Fund. . . . . . . . . . . . . .• 405. 00California Firefighters’ Memorial Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . .• 406. 00Emergency Food for Families Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . .• 407. 00California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund. . . . . • 408. 00• 410. 00California Cancer Research Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . .• 413. 00• 422. 00State Parks Protection Fund/Parks Pass Purchase . . . . . . . . . . . . . . . . . . . . . . . . . . .• 423. 00Protect Our Coast and Oceans Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . .• 424. 00• 425. 00California Senior Citizen Advocacy Voluntary Tax Contribution Fund . . . . . . . . . . . . . .• 438. 00Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund . . . . . . . . . .• 439. 00Rape Kit Backlog Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . .• 440. 00California Sea Otter Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . .School Supplies for Homeless Children Voluntary Tax Contribution Fund . . . . . . . . .Keep Arts in Schools Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . .3333113233Form 540 2EZ 2023 Side 3AmountYou OweContributionsYour name:Your SSN or ITIN:Suicide Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . • 444. 00Mental Health Crisis Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . • 445. 0034 Add amounts in code 400 through code 445. This is your total contribution. . . . . . . . . • 34. 0035 AMOUNT YOU OWE. Add line 29, line 31, line 33, and line 34. See instructions. Do not send cash.Mail to: FRANCHISE TAX BOARDPO BOX 942867SACRAMENTO CA 94267-0001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 35. 00Pay online – Go to ftb.ca.gov/pay for more information.Direct Deposit (Refund Only)36REFUND OR NO AMOUNT DUE. Subtract line 34 from line 32. See instructions.Mail to: FRANCHISE TAX BOARDPO BOX 942840SACRAMENTO CA 94240-0001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 36Fill in the information to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or adeposit 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• TypeChecking•• 37 Direct deposit amountAccount number. 00SavingsThe remaining amount of my refund (line 36) is authorized for direct deposit into the account shown below:• Type• Routing numberChecking•• 38 Direct deposit amountAccount numberSavingsHealth Care Voter Info.Coverage Info.. 00. 00For voter registration information, check the box and go to sos.ca.gov/elections. See instructions . . . . . . . . . . . . . . . . . . .Do you want information on no-cost or low-cost health care coverage?By checking the “Yes” box, you authorize the FTB to share limited information fromyour tax return with Covered California. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . .YesNoSign Your Tax Return on Side 5Side 4 Form 540 2EZ 20233333114233Your name:Your SSN or ITIN: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 toftb.ca.gov/forms and search for 1131 to locate FTB 1131 EN-SP, Franchise Tax Board Privacy Notice on Collection. To request this notice bymail, 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 signatureSignHereIt is unlawfulto forge aspouse’s/RDP’ssignature.DateSpouse’s/RDP’s signature (if a joint tax return, both must sign)Your email address. Enter only one email address.Preferred phone numberPaid 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)• PTINFirm’s address• Firm’s FEINJoint tax return?See instructions.Do you want to allow another person to discuss this tax return with us? See instructions. . . .Print Third Party Designee’s Name333•YesNoTelephone Number3115233Form 540 2EZ 2023 Side 5

Extracted from PDF file 2023-california-form-540-2ez.pdf, last modified December 2023

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About the Individual Income Tax

2023 Form 540-2EZ

2023 Form 540 2EZ California Resident Income Tax Return

2022 Form 540-2EZ

2022 Form 540 2EZ California Resident Income Tax Return

2021 Form 540-2EZ

2021 Form 540 2EZ California Resident Income Tax Return

2020 Form 540-2EZ

2020 Form 540 2EZ California Resident Income Tax Return

2019 Form 540-2EZ

2019 Form 540 2EZ California Resident Income Tax Return

2018 Form 540-2EZ

2018 Form 540 2EZ - California Resident Income Tax Return

2017 Form 540-2EZ

2017 Form 540 2EZ California Resident Income Tax Return

2016 Form 540-2EZ

2016 California Resident Income Tax Return Form 540 2EZ

2015 Form 540-2EZ

540-2EZ Form

2014 Form 540-2EZ

2014 Form 540 2EZ -- California Resident Income Tax Return

2013 Form 540-2EZ

2013 Form 540 2EZ -- California Resident Income Tax Return

2012 Form 540-2EZ

2012 Form 540 2EZ -- California Resident Income Tax Return

2011 Form 540-2EZ

2011 Form 540 2EZ -- California Resident Income Tax Return