Exemptions First Name Last Name SSN Dependent s relationship to you 3111163 Form 540 2EZ C1 2016 Side 1 Your name Taxable Income and Credits Whole dollars only 10 Total interest income Form 1099-INT box 1. Check for Errors Help Reset Form Print Form TAXABLE YEAR FORM California Resident Income Tax Return Your first name Initial Last name 540 2EZ 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 Apt....no/ste. no. Street address number and street or PO box City If you have a foreign address see instructions. Foreign country name Date of Birth State PMB/private mailbox ZIP code Foreign province/state/county Your DOB mm/dd/yyyy RP Foreign postal code Spouse s/RDP s DOB mm/dd/yyyy Prior If you filed your 2015 tax return under a different last name write the last name only from the 2015 tax return* Name Taxpayer Spouse/RDP Filing Status Check only one. Single 2 Married/RDP filing jointly even...if only one spouse/RDP had income 4 Head of household. STOP See instructions. 5 Qualifying widow er with dependent child. Enter year spouse/RDP died* If your California filing status is different from your federal filing status check the box here. 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. 10 11 Total dividend income Form 1099-DIV box 1a. See instructions. 11 12 Total pension income. See instructions. Taxable amount. 12 Enclose but do not staple any payment. 9 Total wages federal Form W-2 box 16. See instructions. 9 13 Total capital gains distributions from mutual funds Form 1099-DIV box 2a. See instructions. 13 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 111. If you entered 2 in the box on line 7 enter 222. 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 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. 27 Overpaid Tax/ Tax Due. 22 Total tax withheld federal Form W-2 box 17 or Form 1099-R box 12. 22 Use Tax 28 Overpaid tax. If line 26 is more than line 21 subtract line 21 from line 26. 28 29 Tax...due. If line 26 is less than line 21 subtract line 26 from line 21. 25 Use tax. See instructions. This space reserved for 2D barcode Side 2 Voluntary Contributions Code Amount California Seniors Special Fund* See instructions.
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Instructions and Help about CA FTB 540 2EZ
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How to fill out CA FTB 540 2EZ
Filling out the CA FTB 540 2EZ requires accurate input of your personal information, income details, and any credits or deductions. Start by following these steps:
01
Download the CA FTB 540 2EZ form from the California Franchise Tax Board (FTB) website.
02
Provide your name, address, and Social Security number at the top of the form.
03
Report your total income on the designated lines.
04
Input any applicable deductions and credits and then calculate your tax.
05
Sign the form at the bottom before submission.
About CA FTB 540 2EZ 2016 previous version
What is CA FTB 540 2EZ?
CA FTB 540 2EZ is a simplified California state tax form for individual filers. This form is specifically designed for those who have a straightforward tax situation and meet certain eligibility criteria.
Who needs the form?
Individuals who meet specific eligibility requirements, such as filing as single or married/RDP with no dependents and earning below a set income threshold, need to use CA FTB 540 2EZ. It is suitable for taxpayers who do not claim certain credits or deductions like itemized deductions or business income.
Components of the form
CA FTB 540 2EZ consists of several sections that require information on personal details, income types, tax credits, and deductions. Key components include your identity information, total income calculation, and tax computation areas. Ensure all sections are accurately filled in to avoid processing delays.
What information do you need when you file the form?
When filing CA FTB 540 2EZ, gather necessary documentation such as your W-2 forms, 1099 forms, and details concerning your deductions and credits. You will also need your Social Security number, California driver's license number, and routing information for tax refunds or payments.
Where do I send the form?
The completed CA FTB 540 2EZ form should be mailed to the address specified in the form instructions. This address can vary based on whether payment is included or not. Ensure you check the latest requirements on the California Franchise Tax Board website for the correct mailing address.
What is the purpose of this form?
The purpose of CA FTB 540 2EZ is to facilitate easy tax reporting for individuals who qualify. It streamlines the filing process, allowing eligible taxpayers to report their income, claim deductions, and compute their tax liabilities with less complexity compared to more comprehensive forms.
When am I exempt from filling out this form?
You may be exempt from filling out CA FTB 540 2EZ if you do not meet the income requirements, have income from sources not reported on this form, or if you are filing using a different tax status like head of household. Additionally, those who file a full Form 540 or have complex tax situations are advised against using this simplified form.
What are the penalties for not issuing the form?
Failing to file the CA FTB 540 2EZ may lead to penalties imposed by the California Franchise Tax Board. These penalties can include a failure to file penalty, which could be a percentage of the unpaid tax amount. Additionally, interest may accrue on any unpaid taxes from the due date until paid.
Is the form accompanied by other forms?
CA FTB 540 2EZ can be submitted on its own for eligible filers. However, depending on your specific situation, you might need to include additional schedules or forms if you claim certain credits or have specific types of income not covered in this simplified tax form.
FAQ about CA FTB 540 2EZ
What should I do if I realize I've made a mistake after submitting my CA FTB 540 2EZ?
If you've submitted your CA FTB 540 2EZ and need to correct a mistake, you must file an amended return using Form 540X. Be sure to explain the reason for the amendment clearly and provide any necessary supporting documentation. It's also important to keep records of both your original and amended filings for your records.
How can I track the status of my CA FTB 540 2EZ after submission?
To verify the status of your CA FTB 540 2EZ, you can use the California FTB's online tools. After filing, you may check receipt and processing status via their website, which can provide updates on whether your return is still in process or has been completed. Common rejection codes can also be found to help troubleshoot issues with your filing.
What steps should I take if I receive a notice from the FTB regarding my CA FTB 540 2EZ?
Upon receiving a notice from the FTB regarding your CA FTB 540 2EZ, carefully read the letter to understand the nature of the inquiry or issue. Prepare any required documentation and respond according to the instructions provided in the notice. Ensure your response is timely, and maintain copies for your records.
Is it possible to e-file my CA FTB 540 2EZ using different devices or software?
Yes, you can e-file your CA FTB 540 2EZ using compatible software or browsers. It's recommended to check that your software is updated and meets the technical requirements set by the FTB for e-filing. Many popular tax preparation tools support e-filing for this form across various devices, enhancing convenience while ensuring compliance.
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