Proposed Provision: Increase the threshold for taxation of OASDI benefits to $50,000 for single filers and $100,000 for joint filers starting in 2015. 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 |
Present Law |
Provision |
| 2013 | 330 | 330 |
| 2014 | 315 | 315 |
| 2015 | 301 | 301 |
| 2016 | 286 | 284 |
| 2017 | 271 | 268 |
| 2018 | 257 | 252 |
| 2019 | 244 | 238 |
| 2020 | 231 | 223 |
| 2021 | 218 | 208 |
| 2022 | 204 | 193 |
| 2023 | 189 | 176 |
| 2024 | 173 | 160 |
| 2025 | 158 | 143 |
| 2026 | 142 | 125 |
| 2027 | 125 | 107 |
| 2028 | 108 | 89 |
| 2029 | 90 | 69 |
| 2030 | 71 | 49 |
| 2031 | 52 | 29 |
| 2032 | 31 | 7 |
| 2033 | 11 | -15 |
| 2034 | -11 | -38 |
| 2035 | -32 | -61 |
| 2036 | -55 | -84 |
| 2037 | -78 | -108 |
| 2038 | -101 | -133 |
| 2039 | -124 | -158 |
| 2040 | -148 | -183 |
| 2041 | -172 | -208 |
| 2042 | -196 | -233 |
| 2043 | -220 | -259 |
| 2044 | -245 | -285 |
| 2045 | -269 | -310 |
| 2046 | -294 | -336 |
| 2047 | -319 | -363 |
| 2048 | -345 | -389 |
| 2049 | -371 | -416 |
| 2050 | -397 | -443 |
| 2051 | -423 | -471 |
| 2052 | -449 | -498 |
| 2053 | -476 | -525 |
| 2054 | -502 | -553 |
| 2055 | -530 | -581 |
| 2056 | -557 | -609 |
| 2057 | -585 | -638 |
| 2058 | -613 | -667 |
| 2059 | -642 | -697 |
| 2060 | -671 | -727 |
| 2061 | -701 | -758 |
| 2062 | -732 | -790 |
| 2063 | -763 | -821 |
| 2064 | -794 | -854 |
| 2065 | -826 | -887 |
| 2066 | -859 | -920 |
| 2067 | -892 | -953 |
| 2068 | -925 | -988 |
| 2069 | -959 | -1022 |
| 2070 | -993 | -1057 |
| 2071 | -1028 | -1093 |
| 2072 | -1064 | -1130 |
| 2073 | -1101 | -1168 |
| 2074 | -1139 | -1207 |
| 2075 | -1178 | -1246 |
| 2076 | -1217 | -1287 |
| 2077 | -1258 | -1328 |
| 2078 | -1299 | -1371 |
| 2079 | -1340 | -1413 |
| 2080 | -1382 | -1456 |
| 2081 | -1424 | -1499 |
| 2082 | -1466 | -1541 |
| 2083 | -1508 | -1584 |
| 2084 | -1550 | -1627 |
| 2085 | -1592 | -1670 |
| 2086 | -1635 | -1714 |
| 2087 | -1678 | -1758 |
| 2088 | -1722 | -1803 |
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