Form 540 2EZ, California Resident Tax Return Instructions

Provide any additional information as instructed in the form’s guidelines.

Check this box if you want to receive voter registration information. For more details, visit sos.ca.gov/elections.

Enter your street address, including the number and street name, or your Post Office box.

Enter your apartment number or suite number, if applicable.

Enter your PMB (private mailbox) number, if applicable.

Enter the name of your city. If you have a foreign address, refer to the instructions provided in the form.

Enter the two-letter abbreviation for your state.

Enter your ZIP code. This can be up to 9 digits.

Enter the name of your foreign country, if applicable.

Enter the name of your foreign province, state, or county, if applicable.

Enter your foreign postal code, if applicable.

Enter the county of your principal residence at the time of filing. Refer to the instructions for more details.

Enter your street address. If you have a foreign address, refer to the instructions.

Enter your apartment or suite number, if applicable.

Enter the city of your residence.

Enter the two-letter abbreviation for your state of residence.

Enter your ZIP code, up to a maximum of 9 digits.

Check this box if your address above is the same as your principal/physical residence address at the time of filing.

Enter the routing number for your bank account for direct deposit.

Enter the account number for your bank account for direct deposit.

Enter the amount to be directly deposited into your bank account.

Enter the routing number for your secondary bank account for direct deposit.

Enter the account number for your secondary bank account for direct deposit.

Enter the amount to be directly deposited into your secondary bank account.

Select this option if the account type for the primary bank account is Checking.

Select this option if the account type for the primary bank account is Savings.

Select this option if the account type for the secondary bank account is Checking.

Select this option if the account type for the secondary bank account is Savings.

Select this option if you do not wish to specify an account type for the secondary bank account.

Enter your email address. Only one email address is allowed.

Enter your preferred phone number. This should be a 10-digit number.

Enter the contribution amount for the California Seniors Special Fund. Refer to the instructions for more details. Ensure the value is in whole dollars only.

Enter the contribution amount for the Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund. Refer to the instructions for more details. Ensure the value is in whole dollars only.

Enter the amount you wish to contribute to the Suicide Prevention Voluntary Tax Contribution Fund. Use whole dollars only.

Enter the amount you wish to contribute to the Mental Health Crisis Prevention Voluntary Tax Contribution Fund. Use whole dollars only.

Add the amounts from code 400 through code 445 to get your total contribution.

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. Ensure the amount is in whole dollars only.

Enter the amount for the nonrefundable renter’s credit as per the instructions. Ensure the amount is in whole dollars only.

Add the amounts from lines 18 and 19, and enter the total here. Ensure the amount is in whole dollars only.

Check this box if someone can claim you or your spouse/registered domestic partner as a dependent. Refer to the instructions for more details.

Enter the number of dependents you have, excluding yourself and your spouse/Registered Domestic Partner.

Enter the first name of your first dependent.

Enter the last name of your first dependent.

Enter the Social Security Number (SSN) of your first dependent. This should be a 9-digit number. Refer to the instructions for more details.

Enter the relationship of your first dependent to you (e.g., son, daughter).

Enter the first name of your second dependent.

Enter the last name of your second dependent.

Enter the Social Security Number (SSN) of your second dependent. This should be a 9-digit number. Refer to the instructions for more details.

Enter the relationship of your second dependent to you (e.g., son, daughter).

Enter the first name of your third dependent.

Enter the last name of your third dependent.

Enter the Social Security Number (SSN) of your third dependent. This should be a 9-digit number. Refer to the instructions for more details.

Enter the relationship of your third dependent to you (e.g., son, daughter).

Enter '1' if you or your spouse/Registered Domestic Partner are 65 or older. Enter '2' if both are 65 or older. Refer to the instructions for more details.

Check this box if your California filing status is different from your federal filing status.

Check this box if your filing status is Single.

Check this box if your filing status is Married/Registered Domestic Partner filing jointly, even if only one spouse/partner had income.

Check this box if your filing status is Head of Household. Refer to the instructions for more details.

Check this box if your filing status is Qualifying Surviving Spouse or Registered Domestic Partner.

Select this option if it applies to your tax situation.

Select this option if it applies to your tax situation.

Select this option if it applies to your tax situation.

Check this box if this is an amended return.

Refer to the instructions for more details.

Check this box if you and your household had full-year health care coverage. Medicare Part A or C coverage qualifies. If you did not have full-year coverage, see the instructions for further guidance.

Enter your total wages as reported on federal Form W-2, box 16. Enter whole dollars only. Refer to the instructions for more details.

Enter your total interest income as reported on federal Form 1099-INT, box 1. Enter whole dollars only. Refer to the instructions for more details.

Enter the total dividend income as reported on your federal Form 1099-DIV, box 1a. Ensure the amount is in whole dollars only.

Enter the total pension income you received. Ensure the amount is in whole dollars only.

Enter the taxable amount of your pension income as per the instructions. Ensure the amount is in whole dollars only.

Enter the total capital gains distributions from mutual funds as reported on your federal Form 1099-DIV, box 2a. Ensure the amount is in whole dollars only.

Add the amounts from lines 9, 10, 11, 12, and 13, and enter the total here. Ensure the amount is in whole dollars only.

Calculate the total amount you owe by adding line 29, line 31, line 33, and line 34. Do not send cash. Mail your payment to the Franchise Tax Board.

Enter the total payments by adding the amounts from lines 22, 23a, 23b, and 23c. Ensure the value is in whole dollars only.

Enter the Individual Shared Responsibility (ISR) Penalty amount. Refer to the instructions for more details. Ensure the value is in whole dollars only.

Enter the Individual Shared Responsibility Penalty balance by subtracting the amount on line 28 from the amount on line 27 if line 27 is more than line 28. Ensure the value is in whole dollars only.

Enter your first name as it appears on your official documents.

Enter the initial of your middle name. Only one character is allowed.

Enter your last name as it appears on your official documents.

Enter any suffix associated with your name (e.g., Jr., Sr., III).

Enter your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). This should be exactly 9 digits.

Enter your date of birth in the format MM/DD/YYYY.

Enter the date of birth of your spouse or registered domestic partner in the format MM/DD/YYYY.

Enter your prior name if it has changed. Refer to the instructions for more details.

Enter the prior name of your spouse or registered domestic partner if it has changed. Refer to the instructions for more details.

Enter the four-digit year in which your spouse or registered domestic partner died.

Enter your full name.

Enter your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). This should be a 9-digit number.

Enter your full name.

Enter your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). Ensure it is 9 digits long.

Enter your full legal name.

Enter your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). This should be a 9-digit number.

Enter your full legal name as it appears on your official documents.

Enter your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). This should be a 9-digit number.

Enter the name of your firm if you are self-employed, or the name of the firm you work for.

Enter the Preparer's Taxpayer Identification Number. This should be a 9-digit number.

Enter the address of the firm.

Enter the firm's Federal Employer Identification Number. This should be a 10-digit number.

Calculate your refund or the amount due by subtracting line 34 from line 32. Mail your form to the Franchise Tax Board.

Enter the date you signed the form in the format MM/DD/YYYY.

If you are filing a joint tax return, enter your spouse’s or Registered Domestic Partner’s first name.

Enter the initial of your spouse’s or Registered Domestic Partner’s middle name. Only one character is allowed.

Enter your spouse’s or Registered Domestic Partner’s last name.

Enter any suffix associated with your spouse’s or Registered Domestic Partner’s name (e.g., Jr., Sr., III).

Enter your spouse’s or Registered Domestic Partner’s Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). This should be exactly 9 digits.

Using the 2EZ Table for your filing status, enter the tax amount for the total on line 16. If you checked the box on line 6, refer to the instructions for completing the Dependent Tax Worksheet. Ensure the amount is in whole dollars only.

Subtract the amount on line 20 from the amount on line 17. If the result is zero or less, enter 0. Ensure the amount is in whole dollars only.

Enter the payments balance by subtracting the amount on line 26 from the amount on line 25 if line 25 is more than line 26. Ensure the value is in whole dollars only.

Enter the use tax balance by subtracting the amount on line 25 from the amount on line 26 if line 26 is more than line 25. Ensure the value is in whole dollars only.

Enter the payments after Individual Shared Responsibility Penalty by subtracting the amount on line 27 from the amount on line 28 if line 28 is more than line 27. Ensure the value is in whole dollars only.

Enter the overpaid tax amount by subtracting the amount on line 21 from the amount on line 30 if line 30 is more than line 21. Ensure the value is in whole dollars only.

Enter the tax due amount by subtracting the amount on line 30 from the amount on line 21 if line 30 is less than line 21. Refer to the instructions for more details. Ensure the value is in whole dollars only.

Enter the amount for the Earned Income Tax Credit (EITC) as per the instructions. Ensure the amount is in whole dollars only.

Enter the amount for the Young Child Tax Credit (YCTC) as per the instructions. Ensure the amount is in whole dollars only.

Enter the amount for the Foster Youth Tax Credit (FYTC) as per the instructions. Ensure the amount is in whole dollars only.

Enter the total tax withheld as reported on your federal Form W-2, box 17 or federal Form 1099-R, box 14. Ensure the amount is in whole dollars only.

Print the name of the third-party designee.

Enter the telephone number of the third-party designee. This should be a 10-digit number.

Enter the use tax amount. Do not leave this field blank. Refer to the instructions for more details. Ensure the value is in whole dollars only.

Check this box if the amount on line 26 is zero and no use tax is owed.

Check this box if the amount on line 26 is zero and you have paid your use tax obligation directly to the California Department of Tax and Fee Administration.

Enter the amount you wish to contribute to the Rare and Endangered Species Preservation Voluntary Tax Contribution Program. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the California Breast Cancer Research Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the California Firefighters' Memorial Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the Emergency Food for Families Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the California Sea Otter Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the California Cancer Research Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the School Supplies for Homeless Children Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the State Parks Protection Fund/Parks Pass Purchase. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the Protect Our Coast and Oceans Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the Keep Arts in Schools Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the California Senior Citizen Advocacy Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund. The amount should be in whole dollars only.

Enter the amount you wish to contribute to the Rape Kit Backlog Voluntary Tax Contribution Fund. The amount should be in whole dollars only.