Proposed Provision: H4. Increase the threshold for taxation of OASDI benefits to $50,000 for single filers and $100,000 for joint filers starting in 2028. 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 |
Current Law |
Provision |
| 2026 | 151 | 151 |
| 2027 | 131 | 131 |
| 2028 | 111 | 111 |
| 2029 | 92 | 91 |
| 2030 | 74 | 72 |
| 2031 | 57 | 54 |
| 2032 | 40 | 36 |
| 2033 | 23 | 19 |
| 2034 | 7 | 2 |
| 2035 | -9 | -15 |
| 2036 | -25 | -32 |
| 2037 | -41 | -49 |
| 2038 | -58 | -67 |
| 2039 | -76 | -85 |
| 2040 | -94 | -104 |
| 2041 | -112 | -123 |
| 2042 | -132 | -143 |
| 2043 | -151 | -163 |
| 2044 | -171 | -184 |
| 2045 | -192 | -205 |
| 2046 | -213 | -226 |
| 2047 | -234 | -249 |
| 2048 | -256 | -271 |
| 2049 | -279 | -294 |
| 2050 | -301 | -317 |
| 2051 | -324 | -340 |
| 2052 | -347 | -364 |
| 2053 | -371 | -388 |
| 2054 | -395 | -412 |
| 2055 | -420 | -437 |
| 2056 | -445 | -462 |
| 2057 | -470 | -488 |
| 2058 | -496 | -514 |
| 2059 | -522 | -541 |
| 2060 | -550 | -568 |
| 2061 | -578 | -597 |
| 2062 | -607 | -626 |
| 2063 | -636 | -655 |
| 2064 | -666 | -686 |
| 2065 | -697 | -717 |
| 2066 | -729 | -749 |
| 2067 | -761 | -781 |
| 2068 | -794 | -814 |
| 2069 | -827 | -848 |
| 2070 | -861 | -882 |
| 2071 | -896 | -916 |
| 2072 | -931 | -952 |
| 2073 | -967 | -988 |
| 2074 | -1004 | -1025 |
| 2075 | -1042 | -1063 |
| 2076 | -1081 | -1103 |
| 2077 | -1121 | -1143 |
| 2078 | -1162 | -1184 |
| 2079 | -1204 | -1227 |
| 2080 | -1248 | -1271 |
| 2081 | -1292 | -1315 |
| 2082 | -1337 | -1361 |
| 2083 | -1384 | -1407 |
| 2084 | -1431 | -1455 |
| 2085 | -1480 | -1504 |
| 2086 | -1530 | -1554 |
| 2087 | -1581 | -1605 |
| 2088 | -1633 | -1658 |
| 2089 | -1686 | -1711 |
| 2090 | -1740 | -1766 |
| 2091 | -1795 | -1821 |
| 2092 | -1850 | -1876 |
| 2093 | -1906 | -1932 |
| 2094 | -1962 | -1989 |
| 2095 | -2019 | -2046 |
| 2096 | -2075 | -2103 |
| 2097 | -2132 | -2160 |
| 2098 | -2189 | -2217 |
| 2099 | -2246 | -2275 |
| 2100 | -2303 | -2332 |
| 2101 | -2359 | -2389 |
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