Proposed Provision: H8. Place all proceeds from taxation of Social Security benefits, including retrospective benefits, into the OASI and DI Trust Funds beginning on January 1, 2029.

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

Year Current Law Provision
2026151151
2027131131
2028111111
20299292
203074122
203157107
20324092
20332378
2034765
2035-952
2036-2540
2037-4127
2038-5814
2039-760
2040-94-14
2041-112-29
2042-132-44
2043-151-59
2044-171-75
2045-192-91
2046-213-107
2047-234-124
2048-256-141
2049-279-159
2050-301-177
2051-324-195
2052-347-214
2053-371-233
2054-395-252
2055-420-272
2056-445-292
2057-470-313
2058-496-335
2059-522-357
2060-550-379
2061-578-402
2062-607-426
2063-636-451
2064-666-476
2065-697-502
2066-729-528
2067-761-555
2068-794-583
2069-827-611
2070-861-639
2071-896-669
2072-931-698
2073-967-729
2074-1004-760
2075-1042-792
2076-1081-825
2077-1121-859
2078-1162-894
2079-1204-930
2080-1248-967
2081-1292-1004
2082-1337-1042
2083-1384-1081
2084-1431-1121
2085-1480-1162
2086-1530-1204
2087-1581-1247
2088-1633-1291
2089-1686-1336
2090-1740-1381
2091-1795-1427
2092-1850-1474
2093-1906-1520
2094-1962-1567
2095-2019-1615
2096-2075-1662
2097-2132-1710
2098-2189-1758
2099-2246-1805
2100-2303-1853
2101-2359-1900
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