Dd Form 2058 1 – Fill Out and Use This PDF

Dd Form 2058 1 PDF Details

The DD 2058-1 is a Department of Defense form that lets active-duty military personnel request an exemption from state income deductions on their pay. Operating under the authority of the Privacy Act of 1974, 5 USC 5516, 5517, and Executive Order 9397, this form gives a finance officer the record needed to halt those deductions for an eligible year. Voluntary disclosure of a Social Security Number (SSN) is required to correctly identify the applicant and prevent processing errors.

Three Eligibility Conditions

A servicemember must satisfy all three of the following conditions during the applicable year to qualify for the exemption:

• Maintained no place of abode in their state of legal residence
• Resided outside their state of legal residence for the entire year
• Was physically present in their state of legal residence for no more than 30 days during that year

Under the Servicemembers Civil Relief Act (SCRA), qualifying active-duty personnel are also entitled to additional state protections. The SCRA restricts states from imposing tax obligations on servicemembers stationed outside their home state, which works alongside this form to limit financial exposure during deployment. Personnel who believe the SCRA applies to their situation should consult their JAG office for guidance specific to their state of legal residence.

Understanding State of Legal Residence

A servicemember's state of legal residence is the state they regard as their permanent home — the state to which they intend to return after leaving active duty. Legal residence is established separately using DD Form 2058 and does not automatically change when a servicemember is reassigned to a new duty station in a different state. A servicemember can therefore be stationed at a base in one state while maintaining legal residence in another.

This distinction matters greatly for Form 2058-1. The form tests whether the servicemember has satisfied the three conditions relative to their state of legal residence, not their active-duty state. If a servicemember has no abode and minimal physical presence in their state of legal residence for the year, they may qualify for the exemption regardless of where they are stationed. Confirming that your home state on file with the finance office is accurate is a necessary step before submitting this form.

New Jersey and New York Provisions

The form includes state-specific language for New Jersey and New York residents. Temporary presence in either state for military training, authorized leave, or official duty does not constitute a change in abode or legal residence. This applies even if you return to the state multiple times, as long as total physical presence stays within the 30-day limit for the year. Residents of these two states should review the applicable sections carefully before certifying their eligibility.

How to Submit

Once you fill in every field and sign the form, submit the completed record to your unit finance officer. Approval halts deductions from your pay beginning the calendar month after the officer receives and processes your exemption request. If your place of abode or residence situation changes at any point during the year, notify the finance officer right away so that the correct deductions can resume. Failure to report a change may result in underpayment of amounts owed to your state of legal residence.

Filing Year and Effective Date

Form 2058-1 covers one calendar year at a time.

File at the beginning of the year you want the exemption to apply.

Approval stops deductions from your pay starting the following calendar month.

If you file in March, deductions stop in April.

Filing early in the year allows more months of coverage.

Servicemembers at overseas or remote-duty installations should file early to allow processing time.

Each year you meet all three conditions, submit a new form to declare your eligibility.

Retroactive refunds for pay periods before the approval date are not guaranteed.

Keep the signed form, submission date, and finance officer's name in your personal records.

An updated DD Form 2058 on file with your unit makes the process straightforward.

Annual Renewal and Record-Keeping

The exemption applies only for the specific year declared on the form. It does not renew automatically. Each new year requires a fresh declaration confirming that you still meet all three eligibility conditions. Keep a copy of each year's signed form in your personal records along with the date of submission, the name of the receiving officer, and any written acknowledgment you receive. Servicemembers assigned overseas or to remote installations should submit the form early in the year to allow adequate processing time and avoid any gap in coverage.

Pre-Submission Checklist

Before submitting Form 2058-1, verify the following steps are complete:

• Your legal home state is up to date in DD Form 2058 and on file with your unit
• You have confirmed your physical presence in your home state did not exceed 30 days during the year
• You have not maintained a place of abode in your home state
• Your name, SSN, and pay grade are entered accurately in Section 1 of the form
• You have signed and dated the certification block
• You have made a personal copy of the signed form for your own records

Common Mistakes to Avoid

Servicemembers sometimes submit this form without first confirming their state of legal residence on DD Form 2058. The two forms work together: Form 2058 establishes legal residence, and Form 2058-1 tests whether you qualify for the exemption in a given year. Submitting 2058-1 without an up-to-date 2058 on file can lead to processing delays. A second common error is listing a temporary duty address rather than the address of legal residence when completing the personal information section of the form.

See DD Form 2058 to establish your state of legal residence before filling out this exemption form. For related payroll needs, review the income withholding form and the earnings withholding order.