CA FTB 540 2EZ 2018 free printable template

Dependent 1 First Name Last Name SSN relationship to you 3111183 Form 540 2EZ 2018 Side 1 RP Your name Taxable Income and Credits Whole dollars only 9 Total wages federal Form W-2 box 16. This space reserved for 2D barcode Side 2 Form 540 2EZ 2018 Voluntary Contributions Code Amount California Seniors Special Fund. See instructions 400 Rare and Endangered Species Preservation Voluntary Tax Contribution Program.. TAXABLE YEAR FORM 2018 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 A If joint tax return spouse s/RDP s first name 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. Foreign country name Date of Birth Prior Name State PMB/private mailbox ZIP code Foreign province/state/county Your DOB mm/dd/yyyy Foreign postal...code Spouse s/RDP s DOB mm/dd/yyyy Your prior name see instructions Spouse s/RDP s prior name see instructions If your California filing status is different from your federal filing status check the box here. Filing Status Check the box for your filing status. See instructions. Check only one. Single Married/RDP filing jointly even if only one spouse/RDP had income Head of household. STOP See instructions. Qualifying widow er. Enter year spouse/RDP died* See instructions. Exemptions 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. 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. See instructions. 9 10 Total interest income Form 1099-INT box 1. See instructions. 10 11 Total dividend income Form 1099-DIV box 1a. See instructions. 11 13 Total capital...gains distributions from mutual funds Form 1099-DIV box 2a. 12 Total pension income Enclose but do not staple any payment. Use Tax 16 Add line 9 line 10 line 11 line 12 and line 13. 16 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 18 Senior exemption See instructions. If you are 65 or older and entered 1 in the box on line 7 enter 118. If you...entered 2 in the box on line 7 enter 236. 18 19 Nonrefundable renter s credit. See instructions. 19 20 Credits. Add line 18 and line 19. 20 21 Tax. Subtract line 20 from line 17. If zero or less enter -0-. 21 22 Total tax withheld federal Form W-2 box 17 or Form 1099-R box 12. 22 23 Earned Income Tax Credit EITC. See instructions for FTB 3514. 23 24 Total payments. Add line 22 and line 23. 24 26 Payments balance. If line 24 is more than line 25 subtract line 25 from line 24. 26 27 Use Tax...balance. If line 25 is more than line 24 subtract line 24 from line 25.

Instructions and Help about CA FTB 540 2EZ

How to edit CA FTB 540 2EZ

How to fill out CA FTB 540 2EZ

Instructions and Help about CA FTB 540 2EZ

How to edit CA FTB 540 2EZ

To edit CA FTB 540 2EZ, you can use pdfFiller's platform. Start by uploading the form to the pdfFiller site. You can then use the editing tools to make necessary changes, such as correcting any errors or adjusting personal information. After editing, you can save the document to your account for future reference or print it directly for submission.

How to fill out CA FTB 540 2EZ

To fill out CA FTB 540 2EZ, gather all required information about your income, deductions, and personal details. Follow these steps:

1. Start with your personal identification details, including your name and Social Security number.
2. Report your total income from all sources.
3. Claim applicable deductions and credits based on your eligibility.
4. Calculate your total tax owed and any refund due.

Use the instructions specific to CA FTB 540 2EZ, which can assist in ensuring all information is accurately entered.

About CA FTB 540 2EZ 2018 previous version

What is CA FTB 540 2EZ?

What is the purpose of this form?

Who needs the form?

When am I exempt from filling out this form?

Components of the form

Due date

What are the penalties for not issuing the form?

What information do you need when you file the form?

Is the form accompanied by other forms?

Where do I send the form?

About CA FTB 540 2EZ 2018 previous version

What is CA FTB 540 2EZ?

CA FTB 540 2EZ is a simplified California tax return form designed for eligible taxpayers. This form is used to report income and calculate state taxes owed for the tax year. It is suitable for individuals who have straightforward tax situations.

What is the purpose of this form?

The purpose of CA FTB 540 2EZ is to provide a streamlined process for individuals to report their tax information to the California Franchise Tax Board. This form allows eligible filers to easily complete their state tax return, potentially resulting in a faster refund.

Who needs the form?

Individuals need to use CA FTB 540 2EZ if they meet the following criteria:

1. They have a taxable income below a certain threshold.
2. They are filing as single or married filing jointly with no dependents.
3. They do not claim any credits other than the standard deduction.

Review the full eligibility criteria on the California Franchise Tax Board website to determine if this form is appropriate for your situation.

When am I exempt from filling out this form?

You may be exempt from filling out CA FTB 540 2EZ if your income falls below the minimum threshold set by the California Franchise Tax Board. Additionally, if you are not a resident of California or if you have specific tax situations such as being non-resident or part-year resident, alternative forms may be required.

Components of the form

CA FTB 540 2EZ includes several key sections:

1. Personal information section: for providing your name, social security number, and filing status.
2. Income section: to report total income received from all sources.
3. Deductions and credits section: to detail any applicable deductions and credits.
4. Signature section: to validate the accuracy of the information provided.

Due date

The due date for submitting CA FTB 540 2EZ typically aligns with federal tax deadlines. For most individuals, this is usually April 15 of the following calendar year unless extended or adjusted by the state. Be aware of any changes to filing deadlines announced by the California Franchise Tax Board.

What are the penalties for not issuing the form?

Failure to file CA FTB 540 2EZ when required may result in penalties. Typically, the penalty is a percentage of the taxes owed, which can accumulate over time. Additionally, the unpaid tax may accrue interest, increasing the overall amount due.

What information do you need when you file the form?

When filing CA FTB 540 2EZ, you will need the following information:

1. Your complete income details including W-2 and 1099 forms.
2. Information regarding any tax credits you may be eligible for.
3. Your banking information for any refund direct deposits.

Gather this information before starting the form to streamline the filing process.

Is the form accompanied by other forms?

CA FTB 540 2EZ is generally a standalone form; however, certain situations may require the attachment of additional forms or schedules, such as if you have capital gains or losses. If you are unsure, consult the instructions included with the form for clarification on any additional paperwork required.

Where do I send the form?

Once completed, CA FTB 540 2EZ must be mailed to the address specified in the instructions for the tax year you are filing for. This address may vary based on whether you are expecting a refund or if you owe taxes, so be sure to check the instructions provided with the form or on the California Franchise Tax Board website.

FAQ about CA FTB 540 2EZ

What should I do if I made a mistake on my CA FTB 540 2EZ after submission?

If you discover an error after submitting your CA FTB 540 2EZ, you should file an amended return as soon as possible. You can use form 540X for this purpose. Ensure that you clearly indicate the corrections and provide any necessary documentation to support your changes.

How can I check the status of my CA FTB 540 2EZ filing?

To verify the status of your CA FTB 540 2EZ, visit the California FTB website and use their online services for tracking your tax return. You will need your social security number, the exact amount of the refund, or the amount paid, to access specific information regarding your filing.

Are there any common errors I should be aware of when filing the CA FTB 540 2EZ?

Yes, common mistakes include incorrect calculations, entering Social Security numbers inaccurately, and missing signatures. Double-check all figures and ensure everything is filled out completely to minimize errors when filing your CA FTB 540 2EZ.

What should I do if my e-filed CA FTB 540 2EZ is rejected?

If your e-filed CA FTB 540 2EZ is rejected, you will receive an error code outlining the issue. Review the error message, correct the mistake, and attempt to resubmit your filing. Be sure to check for any specific requirements related to the error for a smooth resubmission.

How long should I retain my records related to CA FTB 540 2EZ?

It's recommended that you retain records related to your CA FTB 540 2EZ for at least four years from the date of filing. This includes all supporting documents, as they may be needed for future reference or in case of an audit.