Proposed Provision: Increase the threshold for taxation of OASDI benefits to $50,000 for single filers and $100,000 for joint filers starting in 2017. Taxation of benefits revenues transferred to the Hospital Insurance (HI) Trust Fund would be the same as if the current-law computation applied.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2015 | 308 | 308 |
| 2016 | 298 | 298 |
| 2017 | 280 | 280 |
| 2018 | 264 | 262 |
| 2019 | 248 | 245 |
| 2020 | 233 | 228 |
| 2021 | 219 | 212 |
| 2022 | 204 | 196 |
| 2023 | 189 | 179 |
| 2024 | 173 | 162 |
| 2025 | 157 | 145 |
| 2026 | 142 | 128 |
| 2027 | 126 | 111 |
| 2028 | 110 | 94 |
| 2029 | 94 | 76 |
| 2030 | 77 | 58 |
| 2031 | 60 | 40 |
| 2032 | 42 | 20 |
| 2033 | 23 | 0 |
| 2034 | 4 | -21 |
| 2035 | -16 | -42 |
| 2036 | -36 | -63 |
| 2037 | -57 | -85 |
| 2038 | -78 | -108 |
| 2039 | -100 | -131 |
| 2040 | -122 | -154 |
| 2041 | -144 | -177 |
| 2042 | -166 | -201 |
| 2043 | -189 | -224 |
| 2044 | -211 | -248 |
| 2045 | -234 | -272 |
| 2046 | -257 | -296 |
| 2047 | -280 | -320 |
| 2048 | -303 | -345 |
| 2049 | -327 | -370 |
| 2050 | -351 | -394 |
| 2051 | -375 | -419 |
| 2052 | -398 | -444 |
| 2053 | -423 | -469 |
| 2054 | -447 | -494 |
| 2055 | -472 | -520 |
| 2056 | -496 | -546 |
| 2057 | -522 | -572 |
| 2058 | -548 | -599 |
| 2059 | -574 | -626 |
| 2060 | -601 | -654 |
| 2061 | -629 | -682 |
| 2062 | -657 | -711 |
| 2063 | -685 | -740 |
| 2064 | -714 | -770 |
| 2065 | -744 | -800 |
| 2066 | -774 | -831 |
| 2067 | -804 | -862 |
| 2068 | -835 | -894 |
| 2069 | -867 | -926 |
| 2070 | -899 | -959 |
| 2071 | -932 | -993 |
| 2072 | -965 | -1027 |
| 2073 | -1000 | -1063 |
| 2074 | -1035 | -1099 |
| 2075 | -1072 | -1136 |
| 2076 | -1110 | -1175 |
| 2077 | -1148 | -1215 |
| 2078 | -1188 | -1255 |
| 2079 | -1228 | -1296 |
| 2080 | -1268 | -1338 |
| 2081 | -1309 | -1379 |
| 2082 | -1350 | -1421 |
| 2083 | -1391 | -1463 |
| 2084 | -1432 | -1504 |
| 2085 | -1472 | -1546 |
| 2086 | -1514 | -1588 |
| 2087 | -1555 | -1631 |
| 2088 | -1597 | -1674 |
| 2089 | -1640 | -1717 |
| 2090 | -1683 | -1761 |
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