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California California Resident Income Tax Return
Extracted from PDF file 2023-california-form-540-2ez.pdf, last modified December 2023California Resident Income Tax Return
TAXABLE YEAR 2023 FORM 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) Street address (number and street) or PO box Apt. no/ste. no. City (If you have a foreign address, see instructions) State Foreign country name Date of Birth Prior Name Foreign postal code Spouse’s/RDP’s DOB (mm/dd/yyyy) • • ZIP code Foreign province/state/county Your DOB (mm/dd/yyyy) PMB/private mailbox • Your prior name (see instructions) • Spouse’s/RDP’s prior name (see instructions) Filing Status Principal Residence 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. 5 1 Single 2 Married/RDP filing jointly (even if only one spouse/RDP had income) 4 Head 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333 3111233 • 6 Form 540 2EZ 2023 Side 1 RP 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 Exemptions 8 Dependents: (Do not include yourself or your spouse/RDP) Enter number of dependents here. . . . . . . . . . . . . . Dependent 1 Dependent 2 • 8 Dependent 3 First Name Last Name SSN (see instructions) • • • Dependent’s relationship to you 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. . . . . . . . . . . . 13 Total capital gains distributions from mutual funds (federal Form 1099-DIV, box 2a). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 12 . 00 • 13 . 00 16 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 for completing the Dependent Tax Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Senior exemption: See instructions. If you are 65 or older and entered 1 in the box on line 7, enter $144. If you entered 2 in the box on line 7, enter $288. . . . . . . . . • 16 . 00 17 . 00 18 . 00 19 Nonrefundable renter’s credit. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 19 . 00 20 . 00 20 Credits. Add line 18 and line 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 a Earned Income Tax Credit (EITC). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . • 23a . 00 b Young Child Tax Credit (YCTC). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . • 23b . 00 c Foster Youth Tax Credit (FYTC). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . • 23c . 00 25 . 00 Use Tax 25 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 2023 333 • 26 3112233 . 00 You paid your use tax obligation directly to CDTFA. Overpaid Tax/Tax Due ISR Penalty Your 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 • . 00 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. . . . . 30 Payments after Individual Shared Responsibility Penalty. If line 28 is more than line 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 . 00 30 . 00 31 . 00 32 . 00 33 . 00 32 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • Contributions 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 • 410 . 00 California Cancer Research Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . .• 413 . 00 • 422 . 00 State Parks Protection Fund/Parks Pass Purchase . . . . . . . . . . . . . . . . . . . . . . . . . . .• 423 . 00 Protect Our Coast and Oceans Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . .• 424 . 00 • 425 . 00 California Senior Citizen Advocacy Voluntary Tax Contribution Fund . . . . . . . . . . . . . .• 438 . 00 Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund . . . . . . . . . .• 439 . 00 Rape Kit Backlog Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . .• 440 . 00 California Sea Otter Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . . School Supplies for Homeless Children Voluntary Tax Contribution Fund . . . . . . . . . Keep Arts in Schools Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . 333 3113233 Form 540 2EZ 2023 Side 3 Amount You Owe Contributions Your name: Your SSN or ITIN: Suicide Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . • 444 . 00 Mental Health Crisis Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . • 445 . 00 34 Add amounts in code 400 through code 445. This is your total contribution. . . . . . . . . • 34 . 00 35 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. Direct Deposit (Refund Only) 36 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 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 Checking • • 37 Direct deposit amount 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 • • 38 Direct deposit amount Account number Savings Health Care Voter Info. Coverage Info. . 00 . 00 For 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 from your tax return with Covered California. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No Sign Your Tax Return on Side 5 Side 4 Form 540 2EZ 2023 333 3114233 Your 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 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 Sign Here It is unlawful to forge a spouse’s/RDP’s signature. Date Spouse’s/RDP’s signature (if a joint tax return, both must sign) 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 Joint 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 Name 333 • Yes No Telephone Number 3115233 Form 540 2EZ 2023 Side 5
2023 Form 540 2EZ California Resident Income Tax Return
More about the California Form 540-2EZ Individual Income Tax Tax Return TY 2023
Form 5402ez is a simplified tax form for individuals who do not have complex taxes.
We last updated the California Resident Income Tax Return in January 2024, so this is the latest version of Form 540-2EZ, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 540-2EZ directly from TaxFormFinder. You can print other California tax forms here.
Related California Individual Income Tax Forms:
TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the California Form 540-2EZ.
| Form Code | Form Name |
|---|---|
| 540-2EZ INS | 540-2EZ Forms & Instructions |
| 540-2EZ Booklet | Personal Income Tax Booklet (540-2EZ) |
| 540-2EZ SP Folleto | Folleto de Impuesto Sobre el Ingreso Personal |
View all 175 California Income Tax Forms
Form Sources:
California usually releases forms for the current tax year between January and April. We last updated California Form 540-2EZ from the Franchise Tax Board in January 2024.
Form 540-2EZ is a California Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of California Form 540-2EZ
We have a total of thirteen past-year versions of Form 540-2EZ in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
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
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