Proposed Provision: F9. Apply a separate 12.4 percent tax on investment income as defined in the Affordable Care Act (ACA), with unindexed thresholds as in the ACA ($200,000 single filer, $250,000 for married filing joint), starting in 2028. Proceeds go to the OASDI Trust Funds. Do not provide benefit credit on this new revenue.
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 | 99 |
| 2030 | 74 | 88 |
| 2031 | 57 | 77 |
| 2032 | 40 | 67 |
| 2033 | 23 | 57 |
| 2034 | 7 | 48 |
| 2035 | -9 | 39 |
| 2036 | -25 | 30 |
| 2037 | -41 | 21 |
| 2038 | -58 | 12 |
| 2039 | -76 | 1 |
| 2040 | -94 | -9 |
| 2041 | -112 | -20 |
| 2042 | -132 | -31 |
| 2043 | -151 | -43 |
| 2044 | -171 | -54 |
| 2045 | -192 | -67 |
| 2046 | -213 | -80 |
| 2047 | -234 | -93 |
| 2048 | -256 | -106 |
| 2049 | -279 | -120 |
| 2050 | -301 | -134 |
| 2051 | -324 | -148 |
| 2052 | -347 | -163 |
| 2053 | -371 | -178 |
| 2054 | -395 | -193 |
| 2055 | -420 | -210 |
| 2056 | -445 | -226 |
| 2057 | -470 | -243 |
| 2058 | -496 | -261 |
| 2059 | -522 | -279 |
| 2060 | -550 | -298 |
| 2061 | -578 | -317 |
| 2062 | -607 | -337 |
| 2063 | -636 | -358 |
| 2064 | -666 | -380 |
| 2065 | -697 | -402 |
| 2066 | -729 | -424 |
| 2067 | -761 | -447 |
| 2068 | -794 | -471 |
| 2069 | -827 | -495 |
| 2070 | -861 | -520 |
| 2071 | -896 | -545 |
| 2072 | -931 | -571 |
| 2073 | -967 | -598 |
| 2074 | -1004 | -625 |
| 2075 | -1042 | -653 |
| 2076 | -1081 | -682 |
| 2077 | -1121 | -712 |
| 2078 | -1162 | -743 |
| 2079 | -1204 | -774 |
| 2080 | -1248 | -807 |
| 2081 | -1292 | -840 |
| 2082 | -1337 | -873 |
| 2083 | -1384 | -908 |
| 2084 | -1431 | -943 |
| 2085 | -1480 | -979 |
| 2086 | -1530 | -1016 |
| 2087 | -1581 | -1054 |
| 2088 | -1633 | -1093 |
| 2089 | -1686 | -1132 |
| 2090 | -1740 | -1172 |
| 2091 | -1795 | -1212 |
| 2092 | -1850 | -1253 |
| 2093 | -1906 | -1294 |
| 2094 | -1962 | -1335 |
| 2095 | -2019 | -1376 |
| 2096 | -2075 | -1417 |
| 2097 | -2132 | -1459 |
| 2098 | -2189 | -1500 |
| 2099 | -2246 | -1542 |
| 2100 | -2303 | -1583 |
| 2101 | -2359 | -1624 |
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