Skip to content
Social Security Online
Actuarial Publications
Solvency provisions SSA logo: link to Social Security Online home

Detailed Single Year Tables

Description of 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.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Present Law
  Expressed as a percentage of
present-law taxable payroll

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

Cost
rate
Income
rate
Annual
balance
201514.1312.82-1.31
308
0.000.000.00
201613.8812.88-1.00
298
0.000.000.00
201713.8912.66-1.23
280
0.00-0.25-0.25
201813.9712.69-1.29
262
0.00-0.25-0.25
201914.0912.70-1.39
245
0.00-0.25-0.25
202014.2312.72-1.51
228
0.00-0.25-0.25
202114.3512.74-1.61
212
0.00-0.24-0.25
202214.5212.77-1.75
196
0.00-0.24-0.24
202314.7312.79-1.93
179
0.00-0.24-0.24
202414.9612.83-2.13
162
0.00-0.24-0.24
202515.1712.85-2.32
145
0.00-0.23-0.23
202615.3612.87-2.50
128
0.00-0.23-0.23
202715.5612.89-2.67
111
0.00-0.22-0.22
202815.7512.91-2.84
94
0.00-0.22-0.22
202915.9312.93-3.00
76
0.00-0.21-0.21
203016.1012.95-3.15
58
0.00-0.21-0.21
203116.2412.96-3.28
40
0.00-0.20-0.20
203216.3712.98-3.39
20
0.00-0.20-0.20
203316.4813.00-3.48
0
0.00-0.19-0.19
203416.5513.01-3.54
----
0.00-0.18-0.18
203516.6213.02-3.60
----
0.00-0.18-0.18
203616.6813.03-3.65
----
0.00-0.17-0.17
203716.7213.04-3.67
----
0.00-0.16-0.16
203816.7313.05-3.68
----
0.00-0.16-0.16
203916.7313.06-3.67
----
0.00-0.15-0.15
204016.7113.07-3.64
----
0.00-0.14-0.14
204116.6913.08-3.61
----
0.00-0.14-0.14
204216.6713.09-3.58
----
0.00-0.13-0.13
204316.6413.09-3.55
----
0.00-0.12-0.12
204416.6213.10-3.52
----
0.00-0.12-0.12
204516.6013.11-3.49
----
0.00-0.11-0.11
204616.5713.11-3.46
----
0.00-0.11-0.11
204716.5613.12-3.44
----
0.00-0.10-0.10
204816.5513.12-3.42
----
0.00-0.09-0.09
204916.5413.13-3.41
----
0.00-0.09-0.09
205016.5413.14-3.41
----
0.00-0.08-0.08
205116.5513.14-3.41
----
0.00-0.08-0.08
205216.5713.15-3.42
----
0.00-0.07-0.07
205316.6013.16-3.45
----
0.00-0.07-0.07
205416.6413.16-3.48
----
0.00-0.07-0.07
205516.6913.17-3.52
----
0.00-0.06-0.06
205616.7413.18-3.56
----
0.00-0.06-0.06
205716.7913.19-3.61
----
0.00-0.06-0.06
205816.8513.19-3.65
----
0.00-0.05-0.05
205916.9013.20-3.70
----
0.00-0.05-0.05
206016.9513.21-3.75
----
0.00-0.05-0.05
206117.0013.21-3.79
----
0.00-0.04-0.04
206217.0613.22-3.84
----
0.00-0.04-0.04
206317.1113.22-3.89
----
0.00-0.04-0.04
206417.1613.23-3.93
----
0.00-0.04-0.04
206517.2213.24-3.98
----
0.00-0.03-0.03
206617.2713.24-4.03
----
0.00-0.03-0.03
206717.3313.25-4.08
----
0.00-0.03-0.03
206817.3913.25-4.14
----
0.00-0.03-0.03
206917.4513.26-4.19
----
0.00-0.03-0.03
207017.5013.26-4.24
----
0.00-0.03-0.03
207117.5513.27-4.29
----
0.00-0.02-0.02
207217.6013.27-4.32
----
0.00-0.02-0.02
207317.6313.28-4.36
----
0.00-0.02-0.02
207417.6613.28-4.38
----
0.00-0.02-0.02
207517.6813.28-4.40
----
0.00-0.02-0.02
207617.7013.28-4.41
----
0.00-0.02-0.02
207717.7013.29-4.42
----
0.00-0.02-0.02
207817.7113.29-4.42
----
0.00-0.02-0.02
207917.7113.29-4.42
----
0.00-0.02-0.02
208017.7113.29-4.42
----
0.00-0.01-0.01
208117.7113.29-4.43
----
0.00-0.01-0.01
208217.7313.29-4.44
----
0.00-0.01-0.01
208317.7513.29-4.46
----
0.00-0.01-0.01
208417.7813.29-4.48
----
0.00-0.01-0.01
208517.8113.30-4.51
----
0.00-0.01-0.01
208617.8513.30-4.55
----
0.00-0.01-0.01
208717.8913.30-4.58
----
0.00-0.01-0.01
208817.9313.31-4.62
----
0.00-0.01-0.01
208917.9713.31-4.66
----
0.00-0.01-0.01
209018.0113.31-4.70
----
0.00-0.01-0.01



 

Summarized Estimates

 
  Proposal
  Change from Present 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 2015 Trustees Report.
2015-2089 16.55% 13.75% -2.80%
2033
0.00% -0.12% -0.12%
 
1 Under present law, the year of Trust Fund reserve depletion is 2034.

 Link to USA.gov: U.S. Government portal Privacy Policy  | Website Policies & Other Important Information  | Site Map
Last reviewed or modified September 1, 2015