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Detailed Single Year Tables

Description of Proposed Provision:
Tax Social Security benefits in a manner similar to private pension income beginning in 2011. Phase out the lower-income thresholds during 2011-2020.

 

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

Cost
rate
Income
rate
Annual
balance
201013.0912.33-0.76
355
0.000.000.00
201113.0413.040.01
353
0.000.130.13
201212.8413.050.20
351
0.000.170.17
201312.8213.120.30
348
0.000.220.22
201412.8613.190.33
344
0.000.270.27
201512.9813.260.28
341
0.000.330.33
201613.1013.330.23
338
0.000.370.37
201713.3013.390.09
335
0.000.410.41
201813.5513.45-0.10
330
0.000.430.43
201913.8413.48-0.36
325
0.000.450.45
202014.1513.51-0.64
319
0.000.460.46
202114.4513.52-0.93
311
0.000.450.45
202214.7513.53-1.21
302
0.000.450.45
202315.0313.54-1.48
293
0.000.440.44
202415.2813.55-1.73
282
0.000.440.44
202515.5313.56-1.97
270
0.000.430.43
202615.7613.57-2.19
258
0.000.420.42
202715.9513.57-2.38
244
0.000.410.41
202816.1313.57-2.55
230
0.000.400.41
202916.2813.58-2.71
215
0.000.390.40
203016.4013.58-2.83
200
0.000.380.39
203116.5013.57-2.93
185
0.000.370.37
203216.5913.57-3.02
169
0.000.360.36
203316.6613.57-3.09
152
0.000.350.35
203416.7013.56-3.14
136
0.000.340.34
203516.7313.56-3.17
119
0.000.330.33
203616.7413.55-3.19
102
0.000.320.32
203716.7413.54-3.19
84
0.000.310.31
203816.7113.53-3.18
66
0.000.300.30
203916.6813.52-3.16
49
0.000.290.29
204016.6413.51-3.13
31
0.000.290.29
204116.6013.51-3.09
13
0.000.280.28
204216.5513.50-3.06
----
0.000.270.27
204316.5113.49-3.02
----
0.000.260.26
204416.4713.48-2.99
----
0.000.250.26
204516.4413.47-2.97
----
0.000.250.25
204616.4213.47-2.95
----
0.000.240.24
204716.4013.46-2.93
----
0.000.240.24
204816.3713.46-2.92
----
0.000.230.23
204916.3513.45-2.90
----
0.000.230.23
205016.3313.45-2.88
----
0.000.220.22
205116.3213.45-2.88
----
0.000.220.22
205216.3213.44-2.88
----
0.000.220.22
205316.3313.44-2.89
----
0.000.210.21
205416.3513.44-2.91
----
0.000.210.21
205516.3713.44-2.93
----
0.000.210.21
205616.3913.44-2.95
----
0.000.210.21
205716.4213.44-2.98
----
0.000.200.20
205816.4413.44-3.00
----
0.000.200.20
205916.4613.44-3.02
----
0.000.200.20
206016.4813.44-3.04
----
0.000.200.20
206116.5113.44-3.07
----
0.000.200.20
206216.5313.44-3.09
----
0.000.190.19
206316.5613.44-3.12
----
0.000.190.19
206416.5913.44-3.14
----
0.000.190.19
206516.6213.44-3.17
----
0.000.190.19
206616.6513.44-3.21
----
0.000.190.19
206716.6913.45-3.24
----
0.000.190.19
206816.7213.45-3.28
----
0.000.190.19
206916.7613.45-3.32
----
0.000.180.19
207016.8113.45-3.36
----
0.000.180.18
207116.8513.45-3.40
----
0.000.180.18
207216.8913.46-3.44
----
0.000.180.18
207316.9413.46-3.48
----
0.000.180.18
207416.9813.46-3.52
----
0.000.180.18
207517.0313.46-3.56
----
0.000.180.18
207617.0713.47-3.61
----
0.000.180.18
207717.1213.47-3.65
----
0.000.180.18
207817.1613.47-3.69
----
0.000.180.18
207917.2113.47-3.73
----
0.000.180.18
208017.2513.48-3.77
----
0.000.180.18
208117.2913.48-3.82
----
0.000.180.18
208217.3413.48-3.86
----
0.000.180.18
208317.3813.48-3.90
----
0.000.180.18
208417.4313.49-3.94
----
0.000.180.18
208517.4713.49-3.98
----
0.000.180.18



 

Summarized Estimates

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

Year of
exhaustion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2010 Trustees Report.
2010-2084 15.93% 14.29% -1.64%
2041
-0.00% 0.28% 0.28%
 
1 Under present law, the year of exhaustion is 2037.

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Last reviewed or modified January 25, 2011