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

What Is 540 2EZ?

California Form 540 2EZ, California Resident Income Tax Return, is an application developed by the California Franchise Tax Board (FTB) to allow California residents to report their income tax return. Before completing the document, the applicant should check if they qualify to use this application. In order to do so, they must check the requirements listed in the Personal Income Tax Booklet 2020 (for Form 540 2EZ).

California Form 540 2EZ is similar to California Form 540, California Resident Income Tax Return, the difference is in the requirements to the filers and in the amount of information the applicant is supposed to designate. 540 2EZ is smaller, so there are fewer types of applicants who can use it. For example, 540 2EZ cannot be used by taxpayers, who:

  • Are blind;
  • Do not have any adjustments to income;
  • Do not have any itemized deductions;
  • Showed their only withholdings on forms W-2 and 1099-R;
  • Have three or fewer dependents.

To learn about any more differences between these two applications, the applicant can check the Personal Income Tax Booklet 2020 (for Form 540), which can be found on the official website of California FTB. A fillable California Form 540 2EZ is available for download below.

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Form 540 2EZ Instructions

After the applicant has made sure they are eligible to use the 540 2EZ Form, they must fill out the first part of the document. In this part of Form 540 2EZ, the applicant is required to provide the following:

  1. Full name (including suffix).
  2. Social Security Number or Individual Taxpayer Identification Number.
  3. Full address (including zip code).
  4. Date of birth.

If the tax return is being filed jointly, then the applicant's spouse or registered domestic partner (RDP) must fill in the same information in the designated area.


The next step is to state the applicant's filing status. The application offers four options, the filer is allowed to choose only one of them:

  1. Single. The applicant was not married or in an RDP.
  2. Married/RDP filing jointly. Even if only one of the spouses/RDPs had income, they should choose this option.
  3. Head of Household. In this case, the applicant must attach Form FTB 3532, Head of Household Filing Schedule, to their return.
  4. Qualifying widow(er). If the applicant checks this box, they should enter the year their spouse/RDP died.

The rest of the document requires the applicant to provide information about their income, credits, contributions, etc. For convenience the statements were organized in a certain order:

  1. Exemptions. Individuals use this section to enter information about their dependents.
  2. Taxable Income and Credits. Here a filer must enter their total wages, total interest income, total dividend income, etc.
  3. Use Tax. The applicant should state the amount of use tax they owe, or whether no use tax is owed.
  4. Overpaid Tax/Tax Due. The application itself provides all the formulas the applicant might need to count overpaid tax and tax due.
  5. Contributions. This section is supposed to be filled in if the applicant would like to make a voluntary contribution to one of the funds listed in the application.
  6. The amount you owe. By adding numbers in certain lines a filer must count how much they owe to FTB. The applicant must not send cash to the FTB, the payment should be done online.
  7. Direct Deposit (Refund Only). A filer must provide information to authorize the direct deposit of their refund.

Where to Mail 540 2EZ?

After completing CA 540 2EZ and signing it, the applicant must mail it to the California FTB:

  • PO Box 942867, Sacramento CA 94267-0001 (if the tax return shows an amount due);
  • PO Box 942840, Sacramento CA 94240-0001 (if the tax return shows no amount due or a refund).
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Download Form 540 2EZ "California Resident Income Tax Return" - California

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TAXABLE YEAR
FORM
2020
540 2EZ
California Resident Income Tax Return
Check here if this is an AMENDED return.
Your first name
Initial Last name
Suffix
Your SSN or ITIN
A
If joint tax return, spouse’s/RDP’s first name
Initial Last name
Suffix
Spouse’s/RDP’s SSN or ITIN
R
Additional information (see instructions)
RP
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
Your DOB (mm/dd/yyyy)
Spouse’s/RDP’s DOB (mm/dd/yyyy)
Your prior name (see instructions)
Spouse’s/RDP’s prior name (see instructions)
Enter 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.
City
State
ZIP code
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.
Married/RDP filing jointly
See instructions.
2
(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
3111203
Form 540 2EZ 2020 Side 1
TAXABLE YEAR
FORM
2020
540 2EZ
California Resident Income Tax Return
Check here if this is an AMENDED return.
Your first name
Initial Last name
Suffix
Your SSN or ITIN
A
If joint tax return, spouse’s/RDP’s first name
Initial Last name
Suffix
Spouse’s/RDP’s SSN or ITIN
R
Additional information (see instructions)
RP
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
Your DOB (mm/dd/yyyy)
Spouse’s/RDP’s DOB (mm/dd/yyyy)
Your prior name (see instructions)
Spouse’s/RDP’s prior name (see instructions)
Enter 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.
City
State
ZIP code
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.
Married/RDP filing jointly
See instructions.
2
(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
3111203
Form 540 2EZ 2020 Side 1
Your name:
Your SSN or ITIN:
7
7 Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2 . . . . . . . . . . . . . . . .
8 Dependents: (Do not include yourself or your spouse/RDP) Enter number of dependents here. . . . . . . . . . . . . .
8
Dependent 1
Dependent 2
Dependent 3
First Name
Last Name
SSN
(see
instructions)
Dependent’s
relationship
to you
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,
box 2a). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
.
00
.
16 Add line 9, line 10, line 11, line 12, and line 13.. . . . . . . . . . . . . . . . . . . . . . . . . .
16
00
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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
00
18 Senior 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
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.
333
3112203
Side 2 Form 540 2EZ 2020
Your name:
Your SSN or ITIN:
.
28 Payments balance. If line 25 is more than line 26, subtract line 26 from line 25 .
28
00
.
29 Use Tax balance. If line 26 is more than line 25, subtract line 25 from line 26. .
29
00
30 Payments after Individual Shared Responsibility Penalty. If line 28 is more than
line 27, subtract line 27 from line 28. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
30
.
00
31 Individual Shared Responsibility Penalty balance. If line 27 is more than line 28,
.
subtract line 28 from line 27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31
00
32 Overpaid tax. If line 30 is more than line 21, subtract line 21 from line 30. . . . . .
32
.
00
33 Tax due. If line 30 is less than line 21, subtract line 30 from line 21.
.
See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
33
00
Code Amount
.
California Seniors Special Fund. See instructions
. . . . . . . . . . . . . . . . . . . . . . . . . . . .
400
00
.
Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund
. . . . . . .
401
00
.
Rare and Endangered Species Preservation Voluntary Tax Contribution Program
. . .
403
00
.
California Breast Cancer Research Voluntary Tax Contribution Fund.
. . . . . . . . . . . . .
405
00
.
California Firefighters’ Memorial Voluntary Tax Contribution Fund.
. . . . . . . . . . . . . . .
406
00
.
. . . . . . . . . . . . . . . . .
Emergency Food for Families Voluntary Tax Contribution Fund.
407
00
.
California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund.
. . . .
408
00
.
California Sea Otter Voluntary Tax Contribution Fund.
. . . . . . . . . . . . . . . . . . . . . . . .
410
00
.
413
California Cancer Research Voluntary Tax Contribution Fund.
. . . . . . . . . . . . . . . . . . .
00
.
422
School Supplies for Homeless Children Fund
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
.
00
State Parks Protection Fund/Parks Pass Purchase
. . . . . . . . . . . . . . . . . . . . . . . . . . .
423
.
424
00
Protect Our Coast and Oceans Voluntary Tax Contribution Fund
. . . . . . . . . . . . . . . . .
.
425
Keep Arts in Schools Voluntary Tax Contribution Fund.
. . . . . . . . . . . . . . . . . . . . . . .
00
.
Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund.
. .
431
00
.
438
00
California Senior Citizen Advocacy Voluntary Tax Contribution Fund
. . . . . . . . . . . . . .
.
439
00
Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund
. . . . . . . . . .
.
440
Rape Kit Backlog Voluntary Tax Contribution Fund.
. . . . . . . . . . . . . . . . . . . . . . . . . . .
00
.
Schools Not Prisons Voluntary Tax Contribution Fund
. . . . . . . . . . . . . . . . . . . . . . . . . .
443
00
.
Suicide Prevention Voluntary Tax Contribution Fund
. . . . . . . . . . . . . . . . . . . . . . . . . .
444
00
.
34
Add amounts in code 400 through code 444. These are your total contributions.
. . . .
34
00
333
3113203
Form 540 2EZ 2020 Side 3
Your name:
Your SSN or ITIN:
AMOUNT YOU OWE. Add line 29, line 31, line 33, and line 34. See instructions. Do not send cash.
35
Mail to: FRANCHISE TAX BOARD
PO BOX 942867
35
SACRAMENTO CA 94267-0001
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
.
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.
36
Mail to: FRANCHISE TAX BOARD
PO BOX 942840
36
SACRAMENTO CA 94240-0001
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
.
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
Routing number
Account number
37 Direct deposit amount
Checking
.
00
Savings
The remaining amount of my refund (line 36) is authorized for direct deposit into the account shown below:
Type
Checking
38 Direct deposit amount
Routing number
Account number
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
Your email address. Enter only one email address.
Preferred phone number
Sign
Here
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
signature.
Firm’s name (or yours, if self-employed)
PTIN
Joint tax return?
See instructions.
Firm’s address
Firm’s FEIN
Yes
No
Do you want to allow another person to discuss this tax return with us? See instructions.
. . .
Print Third Party Designee’s Name
Telephone Number
333
3114203
Side 4 Form 540 2EZ 2020
Page of 4