Proposed Provision: H8. Place all proceeds from taxation of Social Security benefits, including retrospective benefits, into the OASI and DI Trust Funds beginning on January 1, 2028.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2025 | 169 | 169 |
| 2026 | 149 | 149 |
| 2027 | 131 | 131 |
| 2028 | 113 | 113 |
| 2029 | 95 | 142 |
| 2030 | 78 | 127 |
| 2031 | 60 | 112 |
| 2032 | 43 | 97 |
| 2033 | 26 | 83 |
| 2034 | 9 | 70 |
| 2035 | -9 | 56 |
| 2036 | -27 | 42 |
| 2037 | -45 | 28 |
| 2038 | -63 | 14 |
| 2039 | -83 | 0 |
| 2040 | -102 | -15 |
| 2041 | -122 | -31 |
| 2042 | -143 | -46 |
| 2043 | -164 | -62 |
| 2044 | -185 | -78 |
| 2045 | -206 | -94 |
| 2046 | -228 | -110 |
| 2047 | -250 | -127 |
| 2048 | -272 | -143 |
| 2049 | -295 | -160 |
| 2050 | -317 | -177 |
| 2051 | -340 | -195 |
| 2052 | -363 | -212 |
| 2053 | -386 | -230 |
| 2054 | -409 | -248 |
| 2055 | -433 | -266 |
| 2056 | -457 | -284 |
| 2057 | -481 | -303 |
| 2058 | -505 | -322 |
| 2059 | -530 | -342 |
| 2060 | -556 | -362 |
| 2061 | -582 | -383 |
| 2062 | -609 | -404 |
| 2063 | -636 | -425 |
| 2064 | -664 | -447 |
| 2065 | -692 | -470 |
| 2066 | -721 | -492 |
| 2067 | -750 | -516 |
| 2068 | -780 | -539 |
| 2069 | -810 | -563 |
| 2070 | -840 | -587 |
| 2071 | -871 | -612 |
| 2072 | -903 | -637 |
| 2073 | -935 | -663 |
| 2074 | -967 | -689 |
| 2075 | -1000 | -715 |
| 2076 | -1035 | -743 |
| 2077 | -1070 | -771 |
| 2078 | -1106 | -800 |
| 2079 | -1142 | -829 |
| 2080 | -1180 | -859 |
| 2081 | -1219 | -890 |
| 2082 | -1258 | -921 |
| 2083 | -1298 | -953 |
| 2084 | -1338 | -985 |
| 2085 | -1380 | -1019 |
| 2086 | -1423 | -1052 |
| 2087 | -1466 | -1087 |
| 2088 | -1510 | -1121 |
| 2089 | -1554 | -1156 |
| 2090 | -1599 | -1191 |
| 2091 | -1643 | -1226 |
| 2092 | -1687 | -1260 |
| 2093 | -1731 | -1295 |
| 2094 | -1774 | -1328 |
| 2095 | -1816 | -1362 |
| 2096 | -1858 | -1395 |
| 2097 | -1900 | -1428 |
| 2098 | -1941 | -1460 |
| 2099 | -1982 | -1492 |
| 2100 | -2022 | -1524 |
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