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Detailed Single Year Tables

Description of Proposed Provision:
H4: Increase the threshold for taxation of OASDI benefits to $50,000 for single filers and $100,000 for joint filers starting in 2019. Taxation of benefits revenues transferred to the Hospital Insurance (HI) Trust Fund would be the same as if the current-law computation applied.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Current Law
  Expressed as a percentage of
current-law taxable payroll

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

Cost
rate
Income
rate
Annual
balance
201713.4113.03-0.38
298
0.000.000.00
201813.4912.93-0.56
287
0.000.000.00
201913.7012.71-0.99
273
0.00-0.24-0.24
202013.8512.72-1.13
257
0.00-0.24-0.24
202114.0212.76-1.26
241
0.00-0.23-0.24
202214.2612.79-1.47
225
0.00-0.23-0.24
202314.5512.82-1.73
209
0.00-0.23-0.24
202414.8312.85-1.98
191
0.00-0.23-0.23
202515.1012.87-2.23
173
0.00-0.23-0.23
202615.3712.91-2.47
155
0.00-0.23-0.23
202715.6212.93-2.69
136
0.00-0.23-0.23
202815.8512.95-2.91
117
0.00-0.22-0.22
202916.0712.97-3.10
98
0.00-0.22-0.22
203016.2712.98-3.28
79
0.00-0.21-0.21
203116.4513.00-3.45
59
0.00-0.21-0.21
203216.6113.02-3.59
39
0.00-0.20-0.20
203316.7413.03-3.71
18
0.00-0.19-0.19
203416.8513.05-3.80
----
0.00-0.19-0.19
203516.9313.06-3.87
----
0.00-0.18-0.18
203616.9913.07-3.92
----
0.00-0.17-0.17
203717.0213.08-3.94
----
0.00-0.17-0.17
203817.0213.09-3.93
----
0.00-0.16-0.16
203917.0013.10-3.90
----
0.00-0.15-0.15
204016.9613.10-3.86
----
0.00-0.14-0.14
204116.9213.11-3.81
----
0.00-0.14-0.14
204216.8613.11-3.75
----
0.00-0.13-0.13
204316.8113.12-3.69
----
0.00-0.12-0.12
204416.7613.12-3.64
----
0.00-0.11-0.12
204516.7213.13-3.59
----
0.00-0.11-0.11
204616.6813.13-3.55
----
0.00-0.10-0.10
204716.6513.14-3.51
----
0.00-0.10-0.10
204816.6213.14-3.47
----
0.00-0.09-0.09
204916.5913.15-3.44
----
0.00-0.09-0.09
205016.5713.15-3.42
----
0.00-0.08-0.08
205116.5613.16-3.40
----
0.00-0.08-0.08
205216.5613.16-3.40
----
0.00-0.07-0.07
205316.5713.17-3.40
----
0.00-0.07-0.07
205416.5913.17-3.42
----
0.00-0.06-0.06
205516.6213.18-3.44
----
0.00-0.06-0.06
205616.6613.18-3.47
----
0.00-0.06-0.06
205716.7013.19-3.51
----
0.00-0.05-0.05
205816.7413.20-3.54
----
0.00-0.05-0.05
205916.7813.20-3.58
----
0.00-0.05-0.05
206016.8313.21-3.62
----
0.00-0.04-0.04
206116.8713.21-3.66
----
0.00-0.04-0.04
206216.9213.22-3.70
----
0.00-0.04-0.04
206316.9713.23-3.74
----
0.00-0.04-0.04
206417.0213.23-3.79
----
0.00-0.03-0.03
206517.0713.24-3.83
----
0.00-0.03-0.03
206617.1213.24-3.88
----
0.00-0.03-0.03
206717.1713.25-3.92
----
0.00-0.03-0.03
206817.2213.25-3.97
----
0.00-0.03-0.03
206917.2713.26-4.02
----
0.00-0.03-0.03
207017.3313.26-4.07
----
0.00-0.02-0.02
207117.3713.26-4.11
----
0.00-0.02-0.02
207217.4113.27-4.14
----
0.00-0.02-0.02
207317.4513.27-4.18
----
0.00-0.02-0.02
207417.4813.28-4.20
----
0.00-0.02-0.02
207517.5013.28-4.22
----
0.00-0.02-0.02
207617.5213.28-4.24
----
0.00-0.02-0.02
207717.5213.28-4.24
----
0.00-0.02-0.02
207817.5213.28-4.24
----
0.00-0.02-0.02
207917.5213.28-4.23
----
0.00-0.01-0.01
208017.5113.28-4.23
----
0.00-0.01-0.01
208117.5113.28-4.22
----
0.00-0.01-0.01
208217.5113.29-4.22
----
0.00-0.01-0.01
208317.5113.29-4.23
----
0.00-0.01-0.01
208417.5313.29-4.24
----
0.00-0.01-0.01
208517.5513.29-4.26
----
0.00-0.01-0.01
208617.5813.29-4.29
----
0.00-0.01-0.01
208717.6213.29-4.32
----
0.00-0.01-0.01
208817.6613.30-4.36
----
0.00-0.01-0.01
208917.7013.30-4.40
----
0.00-0.01-0.01
209017.7513.30-4.44
----
0.00-0.01-0.01
209117.8013.31-4.49
----
0.00-0.01-0.01
209217.8413.31-4.53
----
0.00-0.01-0.01



 

Summarized Estimates

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

Year of reserve
depletion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2017 Trustees Report.
2017-2091 16.67% 13.73% -2.93%
2033
0.00% -0.10% -0.11%
 
1 Under current law, the year of Trust Fund reserve depletion is 2034.

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Last reviewed or modified July 13, 2017