Get 5402ez 2004-2025

Filling out the California 5402ez form is an essential step in the income tax filing process for California residents. This guide provides a clear and user-friendly approach to completing this form online, ensuring that all necessary information is captured correctly.

Follow the steps to complete the 5402ez form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your name and current address in the designated fields on the form. Make sure to include your middle initial and full last name.
3. Provide your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) in the appropriate section. If filing jointly, enter the SSN or ITIN of both parties in the same order as their names appear.
4. Fill in the date of birth (DOB) for both you and your spouse/RDP if filing jointly. Use the mm/dd/yyyy format.
5. Indicate your filing status by selecting the appropriate circle. Choose from Single, Married/RDP filing jointly, Head of Household, or Qualifying widow(er).
6. If another person can claim you as a dependent, fill in the circle next to line 6. If applicable, indicate if either you or your spouse/RDP is 65 or older by entering 1 or 2 under line 7.
7. List any dependents you are claiming on line 8, including their names and relationships.
8. Report your total wages on line 9, using the information from federal Form W-2, box 16. If you have multiple W-2 forms, total them in this section.
9. Continue completing the form by entering your total interest income on line 10, total dividend income on line 11, total pension income on line 12, and capital gains from mutual funds on line 13.
10. Fill out line 14 for unemployment compensation, and line 15 for social security or railroad retirement benefits.
11. Add the amounts from lines 9 through 13 and enter the total on line 16.
12. Use the California 2EZ Table provided in the instructions to determine the tax amount based on your income listed on line 16. Enter this amount on line 17.
13. If you or your spouse/RDP is 65 or older, enter an exemption amount on line 18 according to the instructions for line 7.
14. If eligible, claim the nonrefundable renter’s credit on line 19 and add it to any exemptions on line 20.
15. Subtract the total credits from your tax amount on line 17, and enter this amount on line 21.
16. Report any tax withheld on line 22, add any payments made, and calculate the final tax due or refund on lines 23 through 28.
17. Review the form for accuracy, then save, download, or print it as needed.

Complete your California 5402ez form online to ensure a smooth filing process.