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Detailed Single Year Tables

Description of Proposed Provision:
H2: Starting in 2019, tax Social Security benefits in a manner similar to private pension income. Phase out the lower-income thresholds during 2019-2038.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Current Law
  Expressed as a percentage of
current-law taxable payroll

Trust fund
ratio as of
January 1
Expressed as a percentage of
current-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance

Cost
rate
Income
rate
Annual
balance
201813.8112.64-1.17
288
0.000.000.00
201913.9512.96-0.99
272
0.000.090.09
202014.1213.00-1.12
257
-0.000.110.11
202114.2713.04-1.23
241
-0.000.120.13
202214.4413.09-1.35
225
-0.000.140.14
202314.6213.12-1.50
209
-0.000.160.16
202414.8013.16-1.64
192
-0.000.170.17
202514.9813.19-1.79
176
-0.000.180.19
202615.1613.35-1.80
160
-0.000.220.22
202715.3613.38-1.98
145
-0.000.230.23
202815.5813.41-2.17
129
-0.000.240.24
202915.7913.43-2.36
113
-0.000.250.25
203015.9813.45-2.53
98
-0.000.250.25
203116.1613.47-2.69
82
-0.000.250.26
203216.3213.48-2.83
65
-0.000.260.26
203316.4513.50-2.96
49
-0.000.260.26
203416.5613.50-3.06
32
-0.000.260.26
203516.6513.51-3.14
14
-0.000.260.26
203616.7213.51-3.21
----
-0.000.250.25
203716.7813.52-3.27
----
-0.000.250.25
203816.8213.52-3.30
----
-0.000.250.25
203916.8313.51-3.32
----
-0.000.240.24
204016.8313.51-3.32
----
-0.000.230.24
204116.8113.50-3.31
----
-0.000.230.23
204216.7713.50-3.28
----
-0.000.220.22
204316.7313.49-3.24
----
-0.000.220.22
204416.6913.48-3.21
----
-0.000.210.21
204516.6613.48-3.18
----
-0.000.210.21
204616.6313.47-3.16
----
-0.000.200.20
204716.6013.47-3.13
----
-0.000.200.20
204816.5813.46-3.11
----
-0.000.200.20
204916.5513.46-3.09
----
-0.000.190.19
205016.5413.46-3.08
----
-0.000.190.19
205116.5313.45-3.08
----
-0.000.190.19
205216.5313.45-3.08
----
-0.000.180.18
205316.5413.45-3.09
----
-0.000.180.18
205416.5613.45-3.11
----
-0.000.180.18
205516.5913.45-3.14
----
-0.000.180.18
205616.6213.45-3.17
----
-0.000.180.18
205716.6613.46-3.21
----
-0.000.170.17
205816.7113.46-3.25
----
-0.000.170.17
205916.7613.46-3.30
----
-0.000.170.17
206016.8113.47-3.34
----
-0.000.170.17
206116.8613.47-3.39
----
-0.000.170.17
206216.9113.47-3.44
----
-0.000.170.17
206316.9613.47-3.49
----
-0.000.170.17
206417.0113.48-3.54
----
-0.000.170.17
206517.0713.48-3.59
----
-0.000.170.17
206617.1213.48-3.64
----
-0.000.160.16
206717.1813.49-3.70
----
-0.000.160.16
206817.2413.49-3.75
----
-0.000.160.16
206917.3013.49-3.81
----
-0.000.160.16
207017.3613.50-3.87
----
-0.000.160.16
207117.4213.50-3.92
----
-0.000.160.16
207217.4713.50-3.96
----
-0.000.160.16
207317.5113.51-4.01
----
-0.000.160.16
207417.5513.51-4.04
----
-0.000.160.16
207517.5913.51-4.07
----
-0.000.160.16
207617.6113.51-4.10
----
-0.000.160.16
207717.6213.51-4.11
----
-0.000.160.16
207817.6313.51-4.11
----
-0.000.160.16
207917.6213.51-4.11
----
-0.000.160.16
208017.6113.51-4.09
----
-0.000.160.16
208117.5913.51-4.08
----
-0.000.160.16
208217.5713.51-4.06
----
-0.000.150.16
208317.5513.51-4.05
----
-0.000.150.15
208417.5413.50-4.03
----
-0.000.150.15
208517.5313.50-4.03
----
-0.000.150.15
208617.5313.50-4.02
----
-0.000.150.15
208717.5313.50-4.03
----
-0.000.150.15
208817.5513.50-4.04
----
-0.000.150.15
208917.5713.50-4.06
----
-0.000.150.15
209017.6013.51-4.09
----
-0.000.150.15
209117.6413.51-4.13
----
-0.000.150.15
209217.6813.51-4.17
----
-0.000.150.15
209317.7213.52-4.21
----
-0.000.150.15



 

Summarized Estimates

 
  Proposal
  Change from Current Law
Years Cost
rate
Income
rate
Actuarial
balance

Year of reserve
depletion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2018 Trustees Report.
2018-2092 16.69% 14.03% -2.65%
2035
-0.00% 0.19% 0.19%
 
1 Under current law, the year of Trust Fund reserve depletion is 2034.

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Last reviewed or modified June 5, 2018