Proposed Provision: 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 2017. Proceeds go to the OASDI Trust Fund.
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 | 269 |
| 2019 | 248 | 258 |
| 2020 | 233 | 248 |
| 2021 | 219 | 238 |
| 2022 | 204 | 228 |
| 2023 | 189 | 217 |
| 2024 | 173 | 206 |
| 2025 | 157 | 195 |
| 2026 | 142 | 184 |
| 2027 | 126 | 173 |
| 2028 | 110 | 162 |
| 2029 | 94 | 150 |
| 2030 | 77 | 139 |
| 2031 | 60 | 127 |
| 2032 | 42 | 114 |
| 2033 | 23 | 101 |
| 2034 | 4 | 87 |
| 2035 | -16 | 73 |
| 2036 | -36 | 59 |
| 2037 | -57 | 45 |
| 2038 | -78 | 30 |
| 2039 | -100 | 15 |
| 2040 | -122 | 0 |
| 2041 | -144 | -15 |
| 2042 | -166 | -30 |
| 2043 | -189 | -46 |
| 2044 | -211 | -61 |
| 2045 | -234 | -76 |
| 2046 | -257 | -91 |
| 2047 | -280 | -107 |
| 2048 | -303 | -122 |
| 2049 | -327 | -137 |
| 2050 | -351 | -153 |
| 2051 | -375 | -168 |
| 2052 | -398 | -184 |
| 2053 | -423 | -200 |
| 2054 | -447 | -216 |
| 2055 | -472 | -232 |
| 2056 | -496 | -249 |
| 2057 | -522 | -266 |
| 2058 | -548 | -283 |
| 2059 | -574 | -301 |
| 2060 | -601 | -319 |
| 2061 | -629 | -337 |
| 2062 | -657 | -356 |
| 2063 | -685 | -376 |
| 2064 | -714 | -395 |
| 2065 | -744 | -415 |
| 2066 | -774 | -436 |
| 2067 | -804 | -457 |
| 2068 | -835 | -478 |
| 2069 | -867 | -500 |
| 2070 | -899 | -522 |
| 2071 | -932 | -545 |
| 2072 | -965 | -568 |
| 2073 | -1000 | -592 |
| 2074 | -1035 | -617 |
| 2075 | -1072 | -642 |
| 2076 | -1110 | -669 |
| 2077 | -1148 | -695 |
| 2078 | -1188 | -723 |
| 2079 | -1228 | -750 |
| 2080 | -1268 | -778 |
| 2081 | -1309 | -806 |
| 2082 | -1350 | -835 |
| 2083 | -1391 | -863 |
| 2084 | -1432 | -891 |
| 2085 | -1472 | -919 |
| 2086 | -1514 | -948 |
| 2087 | -1555 | -977 |
| 2088 | -1597 | -1006 |
| 2089 | -1640 | -1036 |
| 2090 | -1683 | -1066 |
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