Skip to content
Social Security Online
Actuarial Publications
Solvency provisions SSA logo: link to Social Security Online home

Detailed Single Year Tables

Description of Proposed Provision:
Tax Social Security benefits in a manner similar to private pension income beginning in 2009. Phase out the lower-income thresholds during 2009-2018.

Financial Estimates for the OASDI Trust Fund Program
  Percentage of taxable payroll

Trust fund
ratio as of
January 1
Calendar
year
Cost
rate
Income
rate
Annual
balance
 
200811.2012.771.57 359
200911.2612.901.63 369
201011.3712.961.59 379
201111.5313.031.50 388
201211.7613.121.36 395
201312.0313.201.17 400
201412.3213.270.95 403
201512.6113.330.72 404
201612.9213.380.46 403
201713.2413.420.18 401
201813.5313.45-0.08 398
201913.8313.46-0.37 393
202014.1313.48-0.65 387
202114.4213.49-0.92 379
202214.6813.50-1.18 371
202314.9513.51-1.43 362
202415.1913.52-1.67 352
202515.4313.53-1.90 341
202615.6513.54-2.11 329
202715.8613.54-2.32 316
202816.0613.55-2.52 302
202916.2513.55-2.69 287
203016.4113.55-2.85 272
203116.5413.55-2.99 257
203216.6613.55-3.10 241
203316.7413.55-3.19 224
203416.8013.55-3.25 207
203516.8413.54-3.30 191
203616.8713.53-3.33 173
203716.8813.53-3.35 156
203816.8713.52-3.35 139
203916.8513.51-3.34 121
204016.8113.50-3.31 103
204116.7813.49-3.28 85
204216.7413.48-3.25 67
204316.7013.48-3.22 49
204416.6613.47-3.19 30
204516.6213.46-3.16 12
204616.5913.46-3.14 ----
204716.5713.45-3.12 ----
204816.5513.44-3.10 ----
204916.5313.44-3.09 ----
205016.5213.44-3.08 ----
205116.5213.43-3.09 ----
205216.5213.43-3.09 ----
205316.5313.43-3.10 ----
205416.5513.43-3.12 ----
205516.5713.43-3.14 ----
205616.5913.43-3.16 ----
205716.6113.43-3.19 ----
205816.6413.43-3.21 ----
205916.6613.43-3.24 ----
206016.6913.43-3.26 ----
206116.7113.43-3.29 ----
206216.7413.43-3.31 ----
206316.7713.43-3.34 ----
206416.7913.43-3.36 ----
206516.8213.43-3.39 ----
206616.8513.43-3.42 ----
206716.8813.43-3.45 ----
206816.9213.43-3.48 ----
206916.9513.43-3.52 ----
207016.9913.43-3.55 ----
207117.0313.44-3.59 ----
207217.0613.44-3.63 ----
207317.1013.44-3.66 ----
207417.1413.44-3.70 ----
207517.1813.44-3.74 ----
207617.2313.44-3.78 ----
207717.2713.45-3.82 ----
207817.3113.45-3.86 ----
207917.3613.45-3.91 ----
208017.4013.45-3.95 ----
208117.4513.46-3.99 ----
208217.5013.46-4.04 ----
208317.5413.46-4.08 ----
208417.5913.46-4.12 ----
208517.6313.47-4.17 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2008 Trustees Report
2008-2082 15.63% 14.21% -1.43%
0.27%

 Link to USA.gov: U.S. Government portal Privacy Policy  | Website Policies & Other Important Information  | Site Map
Last reviewed or modified August 11, 2008