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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 2010. Phase out the lower-income thresholds during 2010-2029.

Financial Estimates for the OASDI Trust Fund Program
  Percentage of taxable payroll

Trust fund
ratio as of
January 1
Calendar
year
Cost
rate
Income
rate
Annual
balance
 
200912.3512.830.48 354
201012.5012.940.44 360
201112.3712.980.61 367
201212.2413.000.77 370
201312.3813.060.69 370
201412.6213.110.49 368
201512.8813.160.29 365
201613.1813.220.04 361
201713.4913.27-0.22 355
201813.8313.31-0.52 348
201914.1713.36-0.81 339
202014.5013.40-1.09 330
202114.8113.44-1.36 319
202215.0913.47-1.62 308
202315.3613.50-1.86 296
202415.6213.53-2.09 284
202515.8613.55-2.31 270
202616.0813.56-2.52 256
202716.2813.57-2.71 241
202816.4713.58-2.88 226
202916.6213.59-3.03 209
203016.7613.59-3.17 193
203116.8713.59-3.28 175
203216.9613.59-3.38 158
203317.0313.58-3.45 140
203417.0713.58-3.50 121
203517.1013.57-3.53 102
203617.1113.56-3.55 83
203717.1113.56-3.55 64
203817.0813.55-3.53 44
203917.0413.54-3.50 24
204016.9913.53-3.46 5
204116.9413.52-3.42 ----
204216.8813.51-3.37 ----
204316.8313.50-3.33 ----
204416.7913.49-3.29 ----
204516.7513.49-3.26 ----
204616.7113.48-3.23 ----
204716.6913.47-3.21 ----
204816.6613.47-3.19 ----
204916.6313.46-3.16 ----
205016.6113.46-3.15 ----
205116.5913.46-3.14 ----
205216.5913.45-3.13 ----
205316.5913.45-3.14 ----
205416.6013.45-3.15 ----
205516.6113.45-3.17 ----
205616.6413.45-3.19 ----
205716.6613.45-3.21 ----
205816.6813.45-3.23 ----
205916.7013.45-3.25 ----
206016.7313.45-3.28 ----
206116.7513.45-3.30 ----
206216.7713.45-3.32 ----
206316.8013.45-3.35 ----
206416.8313.45-3.37 ----
206516.8613.45-3.40 ----
206616.8913.46-3.44 ----
206716.9313.46-3.47 ----
206816.9713.46-3.51 ----
206917.0113.46-3.55 ----
207017.0513.46-3.59 ----
207117.0913.46-3.63 ----
207217.1413.47-3.67 ----
207317.1813.47-3.71 ----
207417.2313.47-3.75 ----
207517.2713.48-3.80 ----
207617.3213.48-3.84 ----
207717.3713.48-3.89 ----
207817.4213.48-3.94 ----
207917.4713.49-3.99 ----
208017.5213.49-4.03 ----
208117.5813.49-4.08 ----
208217.6313.50-4.13 ----
208317.6813.50-4.18 ----
208417.7313.50-4.23 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2009 Trustees Report
2009-2083 16.02% 14.27% -1.75%
0.25%

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Last reviewed or modified August 26, 2009