Cryptology ~ CTI ~ CTM ~ CTN ~ CTR ~ CTT ~ CWT Corry Station Pensacola Florida and Monterey California

navymom - He can NEVER change his Home of Record, but yes, he wants to change his State of Residence to Florida if his state requires him to pays taxes.  It's a huge savings.  I did mine when I was at Corry in 1978 and remained a Florida residence until I retired.  

I wrote the entire process on this thread.  Goto about page 84, on March 24 2011 at 10:48pm, I described in detail what you do, and how to do it.  Frankly, I think any sailor is a fool not to do it, IF they pay taxes in the state where they are currently.  

I think I may need to post that info up in the discussion area when I have a chance

@glassdog  when does your son graduate?  Mine should graduate 7/29  hope it doesnt change  

My sailor is home! Hubby surprised me for my birthday & as we were having dinner, in he walked in uniform & w/flowers.  Such a wonderful week! He just graduated CTT C school last Friday & starts a 5-week shipboard procedure(?) class on Monday! He hasn't received verbal orders yet...there was a rumor of Japan but we'll see.

Thanks rorysmom - I was unsure since he graduates A school- i don't think he does C school- so wondered if it was the same amount of time for shipboard.

Navymom3- that is so awesome. My son said they get mandatory study if they fall below 90%. Navy expects Excellence! Keeps our sailors at the top! My son is thankfully staying above 90% - so is very happy! His girlfriend is now visiting him for a week!!!  Wish I could be too!

ctmom - Today will be the 1st day to see if I can contact the guy.  I took off of work on Thurs and Friday because my website had a get together here in Colorado.  Last year it was San Diego, next year is Boston.  It was pretty cool!

salpetty - Your answer is in the discussion area (above)

navymom3 - Just curious since it should all be unclassified at this point, what was his 1st test on?  Just curious since I'm a retired CTM and know all the tricks to learn stuff really quick.  Actually, find out what his next test is on too...

Craig- His next test is today so i will ask him this evening. He is on the 12:30 to 6:30 class.

Craig,

I read your post on changing your State Of Legal Residency (page 84) for tax purposes and I totally agree. Why should sailors get reamed by the state (Calif.) they joined up in if they may never return there until maybe after they finish their hitch. Our state has some of the highest in the nation. I do have some specific questions. I saw this on Military.com regarding this issue.

Lady - Her orders will not be for a PCS move to Pensacola.  She is only there for temporary duty (TEMDU) , or, temporary duty under instruction. (TEMDUINS).  So she is not entitled to moving her HHG to Pensacola.  If she was there for more than 20 weeks of training, then she would fall under a different rule and she should be allowed to move her stuff there.  

This is per JFTR U5345-C.1 titled "U5345  TRANSPORTATION UNDER VARIOUS SITUATION"  

Here is the legal mumbo jumbo about the HHG stuff...  I bet I will have your brain spinning after reading this....

To find the correct paragraph, seach on this:

"C.  PCS with TDY En Route, PCS while on TDY, or PCS Following TDY Pending Further Assignment" 

at this link:

http://www.defensetravel.dod.mil/pdc-archive/reg-chgs/monthly/2010/...

CRF23 - That's a bunch of questions at once.  I will have to break it down to see if I can explain them.  My answers will be in italic and bold.

"However, the military is required by regulation to ensure that military members are not changing their "legal residence" for the sole purpose of obtaining a tax advantage. Therefore, when changing your "legal residence," military officials at the legal office (or finance office) may require some degree of proof that you consider the new state to be your "permament home." So does the legal dept.(or finance office) give sailors the 3rd degree if they file for different status or do they even care?

I think your reading way more into this.  Where do you see that you must go to the legal office to file the form?  http://www.dtic.mil/whs/directives/infomgt/forms/eforms/dd2058.pdf

You don't....  What you will see is that the easiest way to prove your a legal residence is "(5) preparing a new last will and testament which indicates your new State of legal residence/domicile".  The base legal office isn't the only place to get a will.  Heck if you go to LegalZoom.com or any number of place to make a will.  Yes, the base office is free, and what do they care if you make a will, that's your business, not theirs.  Why would anyone say "I'm here to make a will so I can change my residence".  They wouldn't, unless they were really, really naive.   So once you get the will, then download the DD-2058 and turn it into your PS for processing.  

Once one changes their state of legal residence does that mean all of their personal business correspondence (bank, credit card statements etc.) must go to that address as oppsed to their Home of Record?

Do they go there now?  You have the right to change your addresses and anytime.  You can't even put your own mail on hold at the post office if you plan to be gone over 30 days. You will change your address in the military about 30 times if you make it a career.  

Can one still maintain a driver's license in the state of origin?

Wow, this will be hard to explain, but there is a rule call the "Three State Rule" that you can't violate. You can only have two states.  So you have

• (1) Your drivers license
• (2) Your car license plates (& registration),
• (3) Your duty station. 

You can mix and match them all you want, as long as it is two states.  But what is not allowed is if you have a Driver License from Oregon, your license plates from California, and your duty station being Florida.  Why? Because now three states are involved.   So you need to move one of them to make it only two states.  This is all part of the Soldier's and Sailors Relief Act which protects the serviceman's rights.  Does that make sense to you?  Not the rule, but the explanation?

If you change barracks to a different base or a different state does it matter if your still on record for where you did A school (FL)?

If that's your residence what difference does it make?  Think of the barrack as an apartment.  How many people move apartments?  You move all the time.  That is your house, much like an apartment to a civilian or a military member who collect BAH.

I know you said making a will is the best/simplest way to establish residency but is that all that's required?

Read the rule, it says:  (You only need one of them)

"Your intent to make the new State your permanent home may be indicated by certain actions such as:

• (1) registering to vote;
• (2) purchasing residential property or an unimproved residential lot;
• (3) titling and registering yourautomobile(s);
• (4) notifying the State of your previous legal residence/domicile of the change in your State of legalresidence/domicile; and
• (5) preparing a new last will and testament which indicates your new State of legal residence/domicile.

In Calif. If the military nonresident has nonmilitary income from a California source i.e. bank account, he may be required to file California Schedule CA 540 NR; military income is included in figuring tax rate on nonmilitary income. Does that mean one would need to close all accounts in Calif. to avoid this? 

I had a Navy Federal account which is in Virginia.  I claimed the interest on my federal tax, but since I changed my residence from Colorado to Florida, and since Florida doesn't have a income tax, then I didn't have to do anything.  

Bottomline, in the Navy we have a term called "KISS".  Which means Keep It Simple, Stupid".  So just follow the rules, and do what the rules say.  No more, no less.  Per the taxes, talk to your tax guy to verify this info.  

I hear that all the time from my wife "Craig, you're the best"......  

Wait!!!!!  That's not true.... Actually, when I wear my Pinocchio underwear she say "Lie you bastard, LIE".....

Sandy - "A" school doesn't count.  It's not a PCS duty station.

Angie - The sponsor can't do anything.  They are just newbies just like your son that truly don't know the way things work....

What he needs to do is contact PSD and have they do an ORDMOD (order modification).  It's a simple process, and it happens all the time.  Have him figure out what he wants to do, ie have his car, ship his HHG, Leave, etc).  Then have him go to the PS's and tell them he want a NLT (Report no Later Than) date of mm dd yyyy (for example 08 23 2011).  He needs to do this as soon as he can, because they may have to send a message to the detailer for approval to change it.  But like I said, it's a simple process.

Hey all, don't get this wrong...  but I'm a member just like you guys.  If you could, please ask your questions to the entire team (members) and not just to me.  There is a lot of moms here that have awesome knowledge and experience.  What I don't want is being the single point when there are others that have the knowledge and skills to answer the questions.

I truly don't mind giving my inputs, but it's only fair to allow all members to speak up and share what they know.  We are a team!  I really want a strong and cohesive group.    

You guys know me, I always try to back up my information with official web links that point to specific instructions.  But you'd be amaze the number of times people have shown me stuff that was really informative and cool.  So I want people to all join in the conversation.

Secondly, I will have your back, and you know I don't sugarcoat stuff.  Heck, I'm a vet, I speak the truth with no artificial sweeteners ~ha.    Thus, why I was banned from the Pensacola group (along with clockard).  Both clockard and I are the "bad kids".  But guess what, we don't take crap from anyone.  Bottomline is when you ask for information, I try to give you the best answers.  I'm not always 100% correct. 

I really just wanted to vent, and let you guys know that my job in the Navy was building teams.  I want to build our group up to be a team too.  

Lastly, you guys know that I joke around.. Actually, I joke around way too much.  Just to keep me sane, I really enjoy a good laugh because I talk Navy 24x7.  So, I thought I'd post this.  I love this picture, because it was taken in the 1 millisecond of time that rarely happens....  Man, I find this soooo funny.

Craig in 1981....

The baseball photo reminds me of a Zebra I once saw at a zoo...

Thanks for the laugh!

Navymom - Yea, that was the cool part, only the Navy allowed them.  However starting Jan 1, 1986 all beards were required to be shave.  It was actually really funny seeing people on Dec 31st, then not knowing them Jan 1st.  

I had

a beard the entire time.  Till that Jan 1, 1986 date. 

Navymom - Korea is actually awesome.  I tried my whole Navy career to get PCS there or Augsburg Germany (yea, I should have joined the Army).  All I could ever get is TAD order, or riding ships there.  He would more than likely get stationed in Seoul.  They have a military recreation center hotel there call the Dragon Hill.  It's a 5 star hotel, at a cheap military price.  

http://www.dragonhilllodge.com/main.html

Going on a trip to the DMZ is really, really cool.  That is where the largest flag in the world is located.  The shear weight of the flag almost make it not be able to hang.  It's a North Korean flag.  

We still hate North Korea.  In fact, the only commisioned U.S. Navy ship is still being held hostage there.  What's cool is it is a CT ship.  The whole crew basically were CT's

http://www.navyformoms.com/group/ctratemoms/forum/topics/i-am-the-o...

So, I think he'd be a fool not to go.  Those are awesome orders.  The only thing I don't like about Korea is after the 1988 Olympics, the economy start to rise.  You once could buy Nike, Adidas..ect for $1, now it's the same price as in the U.S.....  So the bargains are long gone.   

I loved it....