Get Form 5402ez

Filling out the Form 5402ez online can streamline the process of submitting your California Resident Income Tax Return. This guide will walk you through each section and field of the form, ensuring that you complete it accurately and efficiently.

Follow the steps to successfully complete your Form 5402ez online.

1. Click the 'Get Form' button to access the form. Open it in your digital workspace.
2. Begin by entering your personal information. Fill in your first name, initial, last name, and your social security number (SSN) or individual taxpayer identification number (ITIN). If filing jointly, provide your spouse’s or registered domestic partner's (RDP) first name, initial, last name, and their SSN or ITIN as well.
3. Provide your current address, including the number and street, any apartment or suite number, city, state, and ZIP code.
4. Enter the date of birth for both you and your spouse/RDP. Use the format mm/dd/yyyy.
5. If you filed your 2011 tax return under a different last name, enter that last name in the appropriate field.
6. Select your filing status by checking the corresponding box. Options include Single, Married/RDP filing jointly, Head of household, and Qualifying widow(er) with a dependent child.
7. If applicable, indicate any exemptions, such as if another person can claim you as a dependent or if you are a senior, by checking the corresponding box and entering the necessary information.
8. Proceed to report your taxable income and credits. Enter the total wages, interest income, dividend income, pension income, and any other relevant income figures according to the instructions provided.
9. Calculate your tax according to the 2EZ table based on your taxable income and report any exemptions or credits applicable.
10. Complete additional sections including voluntary contributions and direct deposit information for your refund, if desired.
11. Sign and date the form, ensuring all required signatures are included if filing jointly.
12. Finally, review all entries for accuracy, then save the completed document, and choose to download, print, or share it as needed.

Start filling out your Form 5402ez online today for a seamless tax filing experience.