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  1. beginning on or after January 1, 2020, California law requires residents and their dependents to obtain and maintain minimum essential coverage, also referred to as qualifying health care coverage.

  2. Form 540 2EZ 2023 Side 1 Check the box for your filing status. Check only one. See instructions. If not, enter below your principal/physical residence address at the time of filing. If your California filing status is different from your federal filing status, check the box here

  3. Personal Income Tax Products – The 540 2EZ Personal Income Tax Booklet has been reformatted to include only Form 540 2EZ, California Resident Income Tax Return, related instructions, and tax tables. In addition, a new FTB 3514, California Earned Income Tax Credit Booklet, has been created.

  4. Download or print the 2023 California 540-2EZ INS (540-2EZ Forms & Instructions) for FREE from the California Franchise Tax Board.

  5. Form 5402ez is a simplified tax form for individuals who do not have complex taxes. We last updated the California Resident Income Tax Return in January 2024, so this is the latest version of Form 540-2EZ, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 540-2EZ directly from TaxFormFinder.

  6. If you have a tax liability for 2023 or owe any of the following taxes for 2023, you must file Form 540. Tax on a lump-sum distribution. Tax on a qualified retirement plan including an Individual Retirement Arrangement (IRA) or an Archer Medical Savings Account (MSA).

  7. beginning on or after January 1, 2020, California law requires residents and their dependents to obtain and maintain minimum essential coverage, also referred to as qualifying health care coverage.

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