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Detailed Single Year Tables

Description of Proposed Provision:
Starting in 2012, tax Social Security benefits in a manner similar to private pension income. Phase out the lower-income thresholds during 2012-2031.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Present Law
  Expressed as a percentage of
present-law taxable payroll

Trust fund
ratio as of
January 1
Expressed as a percentage of
present-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance

Cost
rate
Income
rate
Annual
balance
201113.3512.52-0.82
353
0.000.000.00
201213.2312.97-0.26
347
0.000.100.10
201313.1812.99-0.19
341
0.000.120.12
201413.1813.07-0.12
336
0.000.150.15
201513.2413.11-0.13
330
0.000.170.17
201613.3313.17-0.16
325
0.000.200.20
201713.4613.22-0.24
319
0.000.220.22
201813.6213.27-0.34
312
0.000.250.25
201913.8813.32-0.56
304
0.000.270.27
202014.2013.36-0.84
294
0.000.300.30
202114.5213.40-1.12
284
0.000.320.32
202214.8313.44-1.39
273
0.000.340.34
202315.1213.47-1.65
261
0.000.360.36
202415.4013.50-1.90
248
0.000.370.37
202515.6713.53-2.14
235
0.000.380.38
202615.9213.55-2.37
221
0.000.380.39
202716.1513.57-2.58
207
0.000.390.39
202816.3413.58-2.76
191
0.000.390.39
202916.5213.59-2.93
175
0.000.390.39
203016.6513.60-3.06
159
0.000.380.39
203116.7613.60-3.16
142
0.000.380.38
203216.8513.60-3.26
124
0.000.370.37
203316.9313.59-3.34
107
0.000.360.36
203416.9813.59-3.39
88
0.000.350.35
203517.0113.58-3.43
70
0.000.340.34
203617.0313.57-3.46
51
0.000.330.33
203717.0413.57-3.47
31
0.000.320.32
203817.0213.56-3.46
12
0.000.310.31
203916.9913.55-3.44
----
0.000.300.30
204016.9513.54-3.41
----
0.000.290.29
204116.9113.53-3.38
----
0.000.280.28
204216.8713.52-3.35
----
0.000.270.28
204316.8413.51-3.33
----
0.000.270.27
204416.8113.51-3.31
----
0.000.260.26
204516.7913.50-3.29
----
0.000.250.25
204616.7613.49-3.27
----
0.000.250.25
204716.7413.49-3.25
----
0.000.240.24
204816.7213.48-3.24
----
0.000.240.24
204916.7013.48-3.22
----
0.000.230.23
205016.6913.47-3.21
----
0.000.230.23
205116.6813.47-3.21
----
0.000.220.22
205216.6813.47-3.22
----
0.000.220.22
205316.6913.46-3.23
----
0.000.220.22
205416.7013.46-3.24
----
0.000.210.21
205516.7213.46-3.26
----
0.000.210.21
205616.7413.46-3.28
----
0.000.210.21
205716.7613.46-3.30
----
0.000.210.21
205816.7813.46-3.32
----
0.000.200.20
205916.7913.46-3.34
----
0.000.200.20
206016.8013.46-3.35
----
0.000.200.20
206116.8113.46-3.36
----
0.000.200.20
206216.8213.45-3.37
----
0.000.190.19
206316.8413.45-3.38
----
0.000.190.19
206416.8513.45-3.40
----
0.000.190.19
206516.8713.45-3.41
----
0.000.190.19
206616.8913.45-3.44
----
0.000.190.19
206716.9113.45-3.46
----
0.000.190.19
206816.9413.45-3.49
----
0.000.180.18
206916.9713.46-3.51
----
0.000.180.18
207017.0013.46-3.55
----
0.000.180.18
207117.0313.46-3.58
----
0.000.180.18
207217.0713.46-3.61
----
0.000.180.18
207317.1013.46-3.64
----
0.000.180.18
207417.1413.46-3.68
----
0.000.180.18
207517.1813.46-3.71
----
0.000.180.18
207617.2113.47-3.75
----
0.000.180.18
207717.2513.47-3.78
----
0.000.180.18
207817.2913.47-3.82
----
0.000.180.18
207917.3213.47-3.85
----
0.000.180.18
208017.3613.47-3.89
----
0.000.180.18
208117.4013.48-3.92
----
0.000.170.18
208217.4413.48-3.96
----
0.000.170.17
208317.4813.48-4.00
----
0.000.170.17
208417.5213.48-4.03
----
0.000.170.17
208517.5513.48-4.07
----
0.000.170.17
208617.5913.49-4.11
----
0.000.170.17



 

Summarized Estimates

 
  Proposal
  Change from Present Law
Years Cost
rate
Income
rate
Actuarial
balance

Year of
exhaustion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2011 Trustees Report.
2011-2085 16.25% 14.28% -1.97%
2038
-0.00% 0.25% 0.25%
 
1 Under present law, the year of exhaustion is 2036.

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Last reviewed or modified December 21, 2011