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Detailed Single Year Tables

Description of Proposed Provision:
F6: Apply a 6.2 percent tax on investment income as defined in the Affordable Care Act (ACA), with unindexed thresholds as in the ACA ($200,000 for single filer, $250,000 for married filing jointly), starting in 2019. Proceeds go to the OASDI Trust Fund.

 

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
201913.7013.68-0.02
273
0.000.730.73
202013.8513.70-0.15
264
-0.000.740.74
202114.0113.74-0.28
255
-0.000.750.75
202214.2513.78-0.48
245
-0.000.760.76
202314.5413.81-0.73
234
-0.000.760.77
202414.8213.86-0.97
223
-0.000.770.77
202515.1013.89-1.21
211
-0.000.780.78
202615.3713.93-1.44
198
-0.000.790.79
202715.6213.95-1.66
185
-0.000.800.80
202815.8513.97-1.88
171
-0.000.810.81
202916.0614.00-2.07
158
-0.000.820.82
203016.2614.02-2.24
144
-0.000.830.83
203116.4514.04-2.40
131
-0.000.830.84
203216.6014.06-2.54
117
-0.000.840.84
203316.7414.08-2.66
102
-0.000.850.85
203416.8514.09-2.75
87
-0.000.860.86
203516.9314.11-2.82
72
-0.000.870.87
203616.9914.12-2.87
56
-0.000.880.88
203717.0214.13-2.89
40
-0.000.880.89
203817.0214.14-2.88
24
-0.000.890.90
203917.0014.15-2.84
7
-0.000.900.90
204016.9614.16-2.80
----
-0.000.910.91
204116.9114.16-2.75
----
-0.000.920.92
204216.8614.17-2.69
----
-0.000.930.93
204316.8014.18-2.63
----
-0.000.940.94
204416.7614.18-2.58
----
-0.000.940.95
204516.7214.19-2.53
----
-0.000.950.95
204616.6814.19-2.48
----
-0.000.960.96
204716.6414.20-2.44
----
-0.000.970.97
204816.6114.21-2.41
----
-0.000.970.98
204916.5914.21-2.37
----
-0.000.980.98
205016.5714.22-2.35
----
-0.000.990.99
205116.5514.23-2.33
----
-0.000.991.00
205216.5614.23-2.32
----
-0.001.001.00
205316.5714.24-2.33
----
-0.001.011.01
205416.5914.25-2.34
----
-0.001.011.01
205516.6214.25-2.36
----
-0.001.021.02
205616.6514.26-2.39
----
-0.001.021.02
205716.7014.27-2.42
----
-0.001.031.03
205816.7414.28-2.46
----
-0.001.031.04
205916.7814.29-2.49
----
-0.001.041.04
206016.8314.30-2.53
----
-0.001.041.05
206116.8714.31-2.57
----
-0.001.051.05
206216.9214.31-2.61
----
-0.001.051.06
206316.9714.32-2.65
----
-0.001.061.06
206417.0214.33-2.69
----
-0.001.061.07
206517.0614.34-2.73
----
-0.001.071.07
206617.1214.35-2.77
----
-0.001.071.07
206717.1714.35-2.81
----
-0.001.081.08
206817.2214.36-2.86
----
-0.001.081.08
206917.2714.37-2.90
----
-0.001.091.09
207017.3214.38-2.95
----
-0.001.091.09
207117.3714.38-2.99
----
-0.001.091.10
207217.4114.39-3.02
----
-0.001.101.10
207317.4514.39-3.05
----
-0.001.101.10
207417.4814.40-3.08
----
-0.001.111.11
207517.5014.41-3.10
----
-0.001.111.11
207617.5214.41-3.11
----
-0.001.111.11
207717.5214.42-3.11
----
-0.001.121.12
207817.5214.42-3.10
----
-0.001.121.12
207917.5214.42-3.09
----
-0.001.121.13
208017.5114.43-3.08
----
-0.001.131.13
208117.5014.43-3.08
----
-0.001.131.13
208217.5014.43-3.07
----
-0.001.131.14
208317.5114.44-3.08
----
-0.001.141.14
208417.5314.44-3.09
----
-0.001.141.14
208517.5514.44-3.11
----
-0.001.141.15
208617.5814.45-3.13
----
-0.001.151.15
208717.6114.45-3.16
----
-0.001.151.15
208817.6614.46-3.20
----
-0.001.151.15
208917.7014.46-3.24
----
-0.001.151.16
209017.7514.47-3.28
----
-0.001.161.16
209117.7914.47-3.32
----
-0.001.161.16
209217.8414.48-3.36
----
-0.001.161.16



 

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 16.66% 14.78% -1.89%
2039
-0.00% 0.94% 0.94%
 
1 Under current law, the year of Trust Fund reserve depletion is 2034.

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Last reviewed or modified July 13, 2017