Proposed Provision: 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 2017. Proceeds go to the OASDI Trust Fund.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Present Law Provision
2015308308
2016298298
2017280280
2018264269
2019248258
2020233248
2021219238
2022204228
2023189217
2024173206
2025157195
2026142184
2027126173
2028110162
202994150
203077139
203160127
203242114
203323101
2034487
2035-1673
2036-3659
2037-5745
2038-7830
2039-10015
2040-1220
2041-144-15
2042-166-30
2043-189-46
2044-211-61
2045-234-76
2046-257-91
2047-280-107
2048-303-122
2049-327-137
2050-351-153
2051-375-168
2052-398-184
2053-423-200
2054-447-216
2055-472-232
2056-496-249
2057-522-266
2058-548-283
2059-574-301
2060-601-319
2061-629-337
2062-657-356
2063-685-376
2064-714-395
2065-744-415
2066-774-436
2067-804-457
2068-835-478
2069-867-500
2070-899-522
2071-932-545
2072-965-568
2073-1000-592
2074-1035-617
2075-1072-642
2076-1110-669
2077-1148-695
2078-1188-723
2079-1228-750
2080-1268-778
2081-1309-806
2082-1350-835
2083-1391-863
2084-1432-891
2085-1472-919
2086-1514-948
2087-1555-977
2088-1597-1006
2089-1640-1036
2090-1683-1066
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