Proposed Provision: F6. Apply a 6.2 percent tax on investment income as defined in the Affordable Care Act (ACA), with unindexed thresholds as in the ACA ($200,000 for single filer, $250,000 for married filing jointly), starting in 2018. Proceeds go to the OASDI Trust Fund.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2016 | 303 | 303 |
| 2017 | 293 | 293 |
| 2018 | 277 | 277 |
| 2019 | 262 | 267 |
| 2020 | 246 | 256 |
| 2021 | 231 | 246 |
| 2022 | 216 | 235 |
| 2023 | 200 | 223 |
| 2024 | 183 | 211 |
| 2025 | 165 | 198 |
| 2026 | 149 | 185 |
| 2027 | 132 | 173 |
| 2028 | 115 | 161 |
| 2029 | 98 | 149 |
| 2030 | 81 | 137 |
| 2031 | 64 | 124 |
| 2032 | 46 | 112 |
| 2033 | 27 | 99 |
| 2034 | 8 | 85 |
| 2035 | -11 | 72 |
| 2036 | -30 | 58 |
| 2037 | -50 | 44 |
| 2038 | -71 | 30 |
| 2039 | -91 | 16 |
| 2040 | -112 | 1 |
| 2041 | -133 | -13 |
| 2042 | -154 | -28 |
| 2043 | -176 | -42 |
| 2044 | -197 | -56 |
| 2045 | -218 | -71 |
| 2046 | -240 | -85 |
| 2047 | -262 | -99 |
| 2048 | -283 | -113 |
| 2049 | -305 | -128 |
| 2050 | -327 | -142 |
| 2051 | -349 | -156 |
| 2052 | -371 | -170 |
| 2053 | -393 | -184 |
| 2054 | -415 | -199 |
| 2055 | -437 | -213 |
| 2056 | -460 | -228 |
| 2057 | -482 | -243 |
| 2058 | -506 | -258 |
| 2059 | -529 | -274 |
| 2060 | -553 | -290 |
| 2061 | -578 | -306 |
| 2062 | -603 | -323 |
| 2063 | -628 | -340 |
| 2064 | -654 | -357 |
| 2065 | -680 | -375 |
| 2066 | -706 | -393 |
| 2067 | -733 | -411 |
| 2068 | -760 | -429 |
| 2069 | -788 | -448 |
| 2070 | -816 | -468 |
| 2071 | -845 | -488 |
| 2072 | -874 | -508 |
| 2073 | -905 | -529 |
| 2074 | -935 | -550 |
| 2075 | -967 | -572 |
| 2076 | -1000 | -594 |
| 2077 | -1033 | -617 |
| 2078 | -1068 | -641 |
| 2079 | -1102 | -665 |
| 2080 | -1138 | -689 |
| 2081 | -1173 | -713 |
| 2082 | -1208 | -737 |
| 2083 | -1243 | -761 |
| 2084 | -1279 | -785 |
| 2085 | -1314 | -809 |
| 2086 | -1349 | -833 |
| 2087 | -1384 | -857 |
| 2088 | -1419 | -882 |
| 2089 | -1455 | -907 |
| 2090 | -1491 | -932 |
| 2091 | -1528 | -958 |
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