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Provisions Affecting Taxation of Benefits

Updated May 3, 2006  

Introduction

These provisions revise the current rules for subjecting Social Security benefits to personal income tax. For the provisions listed below, we provide estimates of the financial effect on the OASDI program over the long-range period (the next 75 years) and for the 75th year. In addition, we provide detailed single year tables.

Tables and graphs are available in two formats: HTML and Portable Document Format (PDF). We recommend the PDF version for printing (requires Adobe Acrobat Reader).

The year of the Trustees Report identifies the assumptions (intermediate) used in the preparation of the estimates. Choose the type of estimates (summary or detailed) from the list of provisions.

Number Table and graph selection
H1 Tax Social Security benefits in a manner similar to private pension income beginning in 2006. Phase out the lower-income thresholds during 2006-2015. (2005 Trustees Report)
Summary measures and graphs   (PDF Version)
Detailed Single Year Tables   (PDF Version)

Above provisions
Summary measures
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