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 2020. Proceeds go to the OASI and DI Trust Funds.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Current Law Provision
2018288288
2019272272
2020256256
2021239245
2022223233
2023206220
2024188208
2025171195
2026154182
2027137170
2028120157
2029104145
203086132
203169119
203251106
20333393
20341480
2035-566
2036-2551
2037-4637
2038-6721
2039-886
2040-110-9
2041-132-25
2042-154-40
2043-176-56
2044-199-71
2045-221-87
2046-244-102
2047-267-118
2048-289-133
2049-312-148
2050-335-163
2051-358-179
2052-381-194
2053-403-209
2054-426-224
2055-450-240
2056-473-255
2057-496-271
2058-520-287
2059-544-303
2060-569-320
2061-594-337
2062-619-354
2063-645-371
2064-671-389
2065-698-408
2066-725-426
2067-752-445
2068-780-465
2069-808-484
2070-837-504
2071-866-525
2072-896-546
2073-927-567
2074-958-589
2075-990-612
2076-1023-635
2077-1057-659
2078-1092-684
2079-1128-709
2080-1165-734
2081-1202-760
2082-1240-786
2083-1278-813
2084-1316-839
2085-1354-866
2086-1392-892
2087-1430-919
2088-1468-945
2089-1505-971
2090-1543-997
2091-1580-1023
2092-1618-1049
2093-1655-1076
back