Form 540 2EZ (2024) — California Resident Income Tax Return (Simplified)

Taxable Year 2024 California Resident Income Tax Return Form 540 2 E Z Check here if this is an AMENDED return.
Your first name Initial Last name
If joint tax return, spouse's/RDP's first name Initial Last name Additional information (see instructions) Street address (number and street) or PO box City (If you have a foreign address, see instructions) Taxable Year 2024 California Resident Income Tax Return Form 540 2 E Z

Suffix Your SSN or ITIN
A

Suffix Spouse's/RDP's SSN or ITIN
R
RP
Apt. no/ste. no. PMB/private mailbox

State ZIP code
Foreign province/state/county
Foreign country name

Date of Birth

Your DOB (mm/dd/yyyy)
Birth
•
Your prior name (see instructions)

Prior Name
Name
•
Enter your county at time of filing (see instructions)
Foreign postal code

# Spouse's/RDP's DOB (mm/dd/yyyy)

•
Spouse's/RDP's prior name (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.

Principal Residence
Street address (number and street) (If foreign address, see instructions.) City
Apt. no./ste.no.

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.

Filing Status

# 1 Single

Married/RDP filing jointly
(even if only one spouse/RDP had income)
Head of household. STOP! See instructions.
Qualifying surviving spouse/RDP. Enter year spouse/RDP died.
See instructions.
If someone can claim you (or your spouse/RDP) as a dependent, check the box here.
… • 6
See instructions

• 7

Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2. See instructions. . .
… • 8
8 Dependents: (Do not include yourself or your spouse/RDP) Enter number of dependents here.
Dependent 1
Exemptions

First Name

# Last Name

SSN
(see • instructions)
Dependent's relationship to you
Dependent 2 Dependent 3

• •

Whole dollars only
9 Total wages (federal Form W-2, box 16). See instructions … • 9 10 Total interest income (federal Form 1099-INT, box 1). See instructions … • 10 11 Total dividend income (federal Form 1099-DIV, box 1a). See instructions … • 11 12 Total pension income See instructions. Taxable amount … • 12 13 Total capital gains distributions from mutual funds (federal 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 $149. If you entered 2 in the box on line 7, enter $298 … 18

# Taxable Income and Credits

19 Nonrefundable renter's credit. See instructions … • 19
20 Credits. Add line 18 and line 19 …
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 federal Form 1099-R, box 14). . . . . • 22 23 a Earned Income Tax Credit (EITC). See instructions … • 23a b Young Child Tax Credit (YCTC). See instructions … • 23b c Foster Youth Tax Credit (FYTC). See instructions … • 23c 25 Total payments. Add line 22, line 23a, line 23b, and line 23c … 25 26 Use tax. Do not leave blank. See instructions … • 26 Use Tax . 00 If line 26 is zero, check if:          No use tax is owed.

Side 2 Form 540 2EZ 2024
You paid your use tax obligation directly to CDTFA.

ISR Penalty
Penalty

Code Amount

# California Seniors Special Fund. See instructions

Alzheimer's Disease and Related Dementia Voluntary Tax Contribution Fund Rare and Endangered Species Preservation Voluntary Tax Contribution Program California Breast Cancer Research Voluntary Tax Contribution Fund.
California Firefighters' Memorial Voluntary Tax Contribution Fund.
Emergency Food for Families Voluntary Tax Contribution Fund.
California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund.
California Sea Otter Voluntary Tax Contribution Fund.
California Cancer Research Voluntary Tax Contribution Fund.

School Supplies for Homeless Children Voluntary Tax Contribution Fund

State Parks Protection Fund/Parks Pass Purchase

Protect Our Coast and Oceans Voluntary Tax Contribution Fund Keep Arts in Schools Voluntary Tax Contribution Fund.

# Overpaid Tax/Tax Due

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Contributions
Individual Shared Responsibility (ISR) Penalty. See instructions … • 27 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.
30 Payments after Individual Shared Responsibility Penalty. If line 28 is more than line 27, subtract line 27 from line 28 … 30 33 Tax due. If line 30 is less than line 21, subtract line 30 from line 21.
See instructions … 33
28 Payments balance. If line 25 is more than line 26, subtract line 26 from line 25 . . . . . 28
29 Use Tax balance. If line 26 is more than line 25, subtract line 25 from line 26. . . . . 29 31 Individual Shared Responsibility Penalty balance. If line 27 is more than line 28, subtract line 28 from line 27 … 31 32 Overpaid tax. If line 30 is more than line 21, subtract line 21 from line 30 … • 32 • Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund

California Senior Citizen Advocacy Voluntary Tax Contribution Fund Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund • •

• . . . … …

•
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Mental Health Crisis Prevention Voluntary Tax Contribution Fund

California ALS Research Network Voluntary Tax Contribution Fund • …
Contributions
•
Add amounts in code 400 through code 447. This is your total contribution …
AMOUNT YOU OWE. Add line 29, line 31, line 33, and line 34. See instructions. Do not send cash.

Mail to: FRANCHISE TAX BOARD

Amount You Owe

You Owe
PO BOX 942867
SACRAMENTO CA 94267-0001
•
…
Pay online - Go to ftb.ca.gov/pay for more information.
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
•
… . 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:

# Direct Deposit (Refund Only)

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Type
•
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Account number
Routing number
Checking
Savings
•
37 Direct deposit amount
The remaining amount of my refund (line 36) is authorized for direct deposit into the account shown below:
•
Type
Checking
•
•
Account number
Routing number
Savings
•
38 Direct deposit amount
For voter registration information, check the box and go to sos.ca.gov/elections. See instructions …
Voter Info.
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
Coverage Info.
Health Care Coverage Info.
Yes No your tax return with Covered California. See instructions …

# Side 4 Form 540 2EZ 2024

Sign Your Tax Return on Side 5

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 Date Spouse's/RDP's signature (if a joint tax return, both must sign) Your email address. Enter only one email address.

# Sign Here

Here
Preferred phone number
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) Joint tax return?
See instructions.
Firm's address
•
PTIN
•

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