Detailed Single Year Tables

Coverage of Employment	Description of 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.

			Financial Estimates for the OASDI Trust Fund Program

	Proposal				Change from Present Law
	Expressed as a percentage of present-law taxable payroll			Trust fund ratio as of January 1	Expressed as a percentage of present-law taxable payroll
Calendar year	Cost rate	Income rate	Annual balance	Trust fund ratio as of January 1	Cost rate	Income rate	Annual balance
2016	14.05	12.94	-1.10	303	0.00	0.00	0.00
2017	13.72	12.92	-0.80	293	0.00	0.00	0.00
2018	13.86	13.69	-0.17	277	0.00	0.73	0.73
2019	13.99	13.71	-0.28	267	0.00	0.74	0.74
2020	14.13	13.73	-0.40	256	0.00	0.75	0.75
2021	14.27	13.76	-0.51	246	0.00	0.75	0.76
2022	14.49	13.80	-0.69	235	0.00	0.76	0.76
2023	14.76	13.83	-0.93	223	0.00	0.77	0.77
2024	15.02	13.87	-1.16	211	0.00	0.77	0.78
2025	15.28	13.89	-1.39	198	0.00	0.78	0.78
2026	15.47	13.92	-1.55	185	0.00	0.79	0.79
2027	15.65	13.94	-1.71	173	0.00	0.80	0.80
2028	15.81	13.96	-1.85	161	0.00	0.81	0.81
2029	15.96	13.98	-1.98	149	0.00	0.81	0.82
2030	16.10	14.00	-2.10	137	0.00	0.82	0.82
2031	16.22	14.02	-2.20	124	0.00	0.83	0.83
2032	16.32	14.04	-2.29	112	0.00	0.84	0.84
2033	16.41	14.05	-2.35	99	0.00	0.85	0.85
2034	16.46	14.07	-2.40	85	0.00	0.85	0.86
2035	16.49	14.08	-2.42	72	0.00	0.86	0.86
2036	16.55	14.09	-2.46	58	0.00	0.87	0.87
2037	16.60	14.11	-2.49	44	0.00	0.88	0.88
2038	16.61	14.12	-2.49	30	0.00	0.89	0.89
2039	16.61	14.13	-2.48	16	0.00	0.90	0.90
2040	16.59	14.14	-2.45	1	0.00	0.91	0.91
2041	16.56	14.15	-2.41	----	0.00	0.91	0.92
2042	16.53	14.15	-2.38	----	0.00	0.92	0.92
2043	16.50	14.16	-2.34	----	0.00	0.93	0.93
2044	16.47	14.17	-2.30	----	0.00	0.94	0.94
2045	16.45	14.18	-2.27	----	0.00	0.95	0.95
2046	16.42	14.18	-2.24	----	0.00	0.95	0.95
2047	16.40	14.19	-2.21	----	0.00	0.96	0.96
2048	16.38	14.20	-2.18	----	0.00	0.97	0.97
2049	16.37	14.21	-2.16	----	0.00	0.97	0.98
2050	16.36	14.21	-2.14	----	0.00	0.98	0.98
2051	16.36	14.22	-2.14	----	0.00	0.99	0.99
2052	16.37	14.23	-2.14	----	0.00	0.99	0.99
2053	16.39	14.24	-2.16	----	0.00	1.00	1.00
2054	16.42	14.24	-2.18	----	0.00	1.00	1.01
2055	16.46	14.25	-2.21	----	0.00	1.01	1.01
2056	16.51	14.26	-2.24	----	0.00	1.02	1.02
2057	16.56	14.27	-2.28	----	0.00	1.02	1.02
2058	16.60	14.28	-2.32	----	0.00	1.03	1.03
2059	16.66	14.29	-2.37	----	0.00	1.03	1.03
2060	16.71	14.30	-2.41	----	0.00	1.04	1.04
2061	16.76	14.31	-2.45	----	0.00	1.04	1.04
2062	16.81	14.32	-2.49	----	0.00	1.05	1.05
2063	16.86	14.32	-2.53	----	0.00	1.05	1.05
2064	16.90	14.33	-2.57	----	0.00	1.06	1.06
2065	16.95	14.34	-2.61	----	0.00	1.06	1.06
2066	17.01	14.35	-2.66	----	0.00	1.07	1.07
2067	17.06	14.36	-2.70	----	0.00	1.07	1.07
2068	17.11	14.36	-2.75	----	0.00	1.07	1.08
2069	17.16	14.37	-2.79	----	0.00	1.08	1.08
2070	17.22	14.38	-2.84	----	0.00	1.08	1.08
2071	17.26	14.39	-2.88	----	0.00	1.09	1.09
2072	17.30	14.39	-2.91	----	0.00	1.09	1.09
2073	17.34	14.40	-2.94	----	0.00	1.09	1.10
2074	17.37	14.41	-2.96	----	0.00	1.10	1.10
2075	17.39	14.41	-2.98	----	0.00	1.10	1.10
2076	17.40	14.42	-2.99	----	0.00	1.11	1.11
2077	17.41	14.42	-2.99	----	0.00	1.11	1.11
2078	17.41	14.42	-2.98	----	0.00	1.11	1.11
2079	17.40	14.43	-2.98	----	0.00	1.12	1.12
2080	17.40	14.43	-2.97	----	0.00	1.12	1.12
2081	17.40	14.43	-2.97	----	0.00	1.12	1.12
2082	17.40	14.44	-2.97	----	0.00	1.13	1.13
2083	17.42	14.44	-2.98	----	0.00	1.13	1.13
2084	17.44	14.45	-2.99	----	0.00	1.13	1.13
2085	17.47	14.45	-3.02	----	0.00	1.13	1.14
2086	17.50	14.45	-3.05	----	0.00	1.14	1.14
2087	17.54	14.46	-3.08	----	0.00	1.14	1.14
2088	17.58	14.47	-3.12	----	0.00	1.14	1.14
2089	17.63	14.47	-3.16	----	0.00	1.15	1.15
2090	17.68	14.48	-3.20	----	0.00	1.15	1.15
2091	17.72	14.48	-3.24	----	0.00	1.15	1.15

				Summarized Estimates

	Proposal				Change from Present Law
Years	Cost rate	Income rate	Actuarial balance	Year of reserve depletion¹	Cost rate	Income rate	Actuarial balance

Based on Intermediate Assumptions of the 2016 Trustees Report.
2016-2090	16.50%	14.77%	-1.73%	2040	-0.00%	0.93%	0.93%

¹ Under present law, the year of Trust Fund reserve depletion is 2034.


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Detailed Single Year Tables

Description of 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.

Financial Estimates for the OASDI Trust Fund Program

Summarized Estimates

Description of 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.