What is the difference between 540 and 540 2ez

The software you use to e-file will help you find out if you qualify for this credit and will figure the correct. If you were a resident of California and paid rent on property in California , which was your principal residence, you may qualify for a credit that you can. Answer the questions below to see if you qualify.

Do Not Mail This Record. Keep With Your Tax Records. Military personnel: If you are not a legal resident of California , you do not qualify for this credit. Go to question 2. Is your California adjusted gross income, the amount on Form 2EZ , line 1 :. Did you pay rent, for at least half of , on property including a mobile home that you owned on rented land in California , which was your.

Can you be claimed as a dependent by a parent, foster parent, legal guardian, or any other person in ? For more than half the year in , did you live in the home of the person who can claim you as a dependent? You do not qualify for this credit if, for more than half of the year, you rented property that was exempt from property taxes. Exempt property includes most. However, if you or your landlord paid possessory interest taxes for.

However, if you lived apart from. Go to question 8. If your filing status is single, stop here, you do not qualify for this credit. If your filing. Go to question Fill in the street address es and landlord information below for the residence s you rented in California during , which qualified you for this credit. Enter the name, address, and telephone number of your landlord s or the person s to whom you paid rent for the residence s listed above.

Name and Current Address — Print your name, middle initial, last name, and address in the spaces provided. The ITIN is a nine-digit number that always starts with the number 9. Filing Status Checklist Choose only one filing status. Armed Forces or any auxiliary military branch during These forms are available online at ftb.

A married couple or RDPs may file a joint return even if only one had income or if they did not live together all year. However, both must sign the tax return. Head of Household For the specific requirements that must be met to qualify for head of household filing status, get FTB Pub. In general, head of household filing status is for unmarried individuals and certain married individuals or RDPs living apart who provide a home for a specified relative. For a child to qualify as your foster child for head of household purposes, the child must be placed with you by an authorized placement agency or by order of a court.

Go to ftb. Temporary absences, such as for school, vacation, or medical care, count as time lived in the home. Line 6 — Can you be claimed as a dependent? If your California filing status is different from your federal filing status, fill-in the circle under line 5. Your filing status for California must be the same as the filing status you used on your federal income tax return.

If you are a same sex married individual or RDP and file head of household for federal, you may file head of household for California only if you meet the requirements to be considered unmarried or considered not in a registered domestic partnership.

Line 8 — Dependents Enter the names and relationships of the dependents you are allowed to claim. Do you have Child and Dependent Care Expenses? The easiest way to claim the credit is to CalFile or e-file. This credit may not be claimed on Form 2EZ. If you have more than one W-2, add all amounts shown in box Generally, federal Form W-2 box 1 and box 16 should contain the same amounts. If they are different because you had income from a source outside California , you cannot file Form 2EZ.

Savings Bonds and Treasury Obligations. This interest is not taxed by California. Line 11 — Total Dividend Income Generally, the amount of dividend income taxable by California is the same as the amount taxable under federal law.

Line 12 — Total Pension Income Generally, the amount of pension income taxable by California is the same as the amount taxable under federal law. For information regarding the federal Pension Protection Act of , go to ftb. Line 13 — Total Capital Gain Distributions from Mutual Funds Generally, the amount of capital gains taxable by California is the same as the amount taxable under federal law. If you have other capital gains, you cannot use Form 2EZ ; use Form These types of income are not taxed by California and should not be included in the total on line Line 15 — U.

This type of income is not taxed by California and should not be included in the total on line Line 17 — Tax The standard deduction and personal exemption credit are built into the 2EZ Tables and not reported on the tax return. If you did not fill in the circle on line follow the instructions below. The 2EZ Tables in this booklet give you credit for the standard deduction for your filing status, your personal exemption credit, and dependent exemption credits.

There are three different tables. Make sure you use the right one. Dependent Tax Worksheet 1. Add line 1 and line 2. Enter here and include on Form 2EZ , line You cannot claim this exemption credit if someone else can claim you as a dependent on their tax return.

Answer the questions on page 12 to see if you qualify. If you have more than one Form W-2, add all amounts shown in box If you have more than one Form R, add all amounts shown in box Line 24 — Tax Due If the amount on line 22 is less than the amount on line 21a, subtract the amount on line 22 from the amount on line 21a. Enter the result on line Your tax is more than your credits and withholdings.

Increasing your withholding could eliminate the need to make a large payment with your tax return. You can get this form from your employer or by calling the EDD at.

You can download the DE 4 at edd. If you did not pay enough through withholding, you may have an underpayment penalty.

The FTB will figure the underpayment penalty for you. Line 25 — Use Tax - This is not a total line California use tax applies to purchases from out-of-state sellers for example, purchases made by telephone, over the Internet, by mail, or in person.

If you are not required to report purchases subject to use tax directly to the State Board of Equalization, you may report use tax on your income tax return. To report use tax on your income tax return, complete the Use Tax Worksheet on the next column. If you owe use tax but you do not report it on your income tax return, you must report and pay the tax to the State Board of Equalization. For information on reporting use tax directly to the State Board of Equalization, go to their website at boe.

Failure to timely report and pay the use tax due may result in the assessment of penalties. See page 13 for a general explanation of California use tax. Use the table on page 15 if filing single, page 27 if filing jointly as married or qualifying widow or widower, page 38 for filing as head of household. Find your income bracket on the left of a column and look at the figure under the number of dependents you're claiming to the right.

Write that figure on line Claim exemptions for renters and seniors if applicable. Use the question form on page 7 to see if you qualify for either, and write in the credits granted on lines 18 and Add the two lines and write the total on line Subtract the credits on line 20 from the tax amount on line Write the figure on line Write in a zero if the figure amounts to zero or less.

Transfer the number to line 21a on the next page of the tax form. Subtract the figure on line 21a if it is lower than the figure on line 22 to show the amount of tax dollars you have overpaid.

If the figure on line 21a is higher, then subtract line 22 from line 21a to show the amount of taxes you still have to pay the state. California tax forms also ask residents to show sales taxes due for out of state purchases.

Figure the amount due on page 8 of the instruction book and write the figure on line Write your refund amount on line 28, or the amount of tax due on line Write in a bank account number and routing number to receive a refund by direct deposit. Taxable scholarship and fellowship grants only if reported on Form W Paid Family Leave Insurance. Social Security. Tier 1 and tier 2 railroad retirement payments.

No adjustments to total income. You only use standard deduction. Your payments are only California income tax withheld shown on Form s W-2 and R. Note: You cannot use Form 2EZ if you or your spouse can be claimed as a dependent by another taxpayer and: You have a dependent of your own. You are required to use the modified standard deduction for dependents.