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 2021. Proceeds go to the OASI and DI Trust Funds.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2019 | 273 | 273 |
| 2020 | 260 | 260 |
| 2021 | 245 | 245 |
| 2022 | 229 | 234 |
| 2023 | 213 | 223 |
| 2024 | 197 | 211 |
| 2025 | 180 | 199 |
| 2026 | 163 | 187 |
| 2027 | 147 | 174 |
| 2028 | 130 | 162 |
| 2029 | 114 | 150 |
| 2030 | 97 | 138 |
| 2031 | 80 | 125 |
| 2032 | 63 | 113 |
| 2033 | 46 | 100 |
| 2034 | 28 | 88 |
| 2035 | 10 | 75 |
| 2036 | -9 | 62 |
| 2037 | -28 | 48 |
| 2038 | -47 | 34 |
| 2039 | -67 | 20 |
| 2040 | -87 | 6 |
| 2041 | -108 | -8 |
| 2042 | -129 | -23 |
| 2043 | -150 | -37 |
| 2044 | -171 | -52 |
| 2045 | -192 | -66 |
| 2046 | -213 | -80 |
| 2047 | -234 | -94 |
| 2048 | -255 | -108 |
| 2049 | -276 | -122 |
| 2050 | -297 | -136 |
| 2051 | -318 | -150 |
| 2052 | -338 | -163 |
| 2053 | -359 | -177 |
| 2054 | -380 | -191 |
| 2055 | -401 | -205 |
| 2056 | -422 | -218 |
| 2057 | -444 | -232 |
| 2058 | -465 | -247 |
| 2059 | -487 | -261 |
| 2060 | -509 | -276 |
| 2061 | -531 | -291 |
| 2062 | -554 | -306 |
| 2063 | -577 | -322 |
| 2064 | -601 | -338 |
| 2065 | -625 | -354 |
| 2066 | -649 | -371 |
| 2067 | -674 | -387 |
| 2068 | -699 | -405 |
| 2069 | -724 | -422 |
| 2070 | -749 | -440 |
| 2071 | -776 | -458 |
| 2072 | -802 | -477 |
| 2073 | -830 | -496 |
| 2074 | -857 | -515 |
| 2075 | -885 | -535 |
| 2076 | -914 | -556 |
| 2077 | -944 | -577 |
| 2078 | -975 | -598 |
| 2079 | -1007 | -620 |
| 2080 | -1039 | -643 |
| 2081 | -1072 | -666 |
| 2082 | -1106 | -689 |
| 2083 | -1139 | -712 |
| 2084 | -1173 | -735 |
| 2085 | -1207 | -759 |
| 2086 | -1242 | -782 |
| 2087 | -1275 | -806 |
| 2088 | -1309 | -829 |
| 2089 | -1342 | -851 |
| 2090 | -1375 | -874 |
| 2091 | -1407 | -896 |
| 2092 | -1439 | -918 |
| 2093 | -1471 | -940 |
| 2094 | -1503 | -963 |
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