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Detailed Single Year Tables

Description of 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.

 

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
201514.1312.82-1.31
308
0.000.000.00
201613.8812.88-1.00
298
0.000.000.00
201713.8913.65-0.25
280
0.000.740.74
201813.9713.68-0.29
269
0.000.740.74
201914.0913.70-0.39
258
0.000.750.75
202014.2313.72-0.51
248
0.000.750.75
202114.3413.74-0.60
238
0.000.760.76
202214.5213.78-0.74
228
0.000.760.77
202314.7213.80-0.92
217
0.000.770.77
202414.9513.84-1.11
206
0.000.780.78
202515.1613.87-1.30
195
0.000.790.79
202615.3613.89-1.47
184
0.000.790.80
202715.5613.92-1.64
173
0.000.800.80
202815.7513.94-1.81
162
0.000.810.81
202915.9313.96-1.97
150
0.000.820.82
203016.0913.98-2.11
139
0.000.830.83
203116.2414.00-2.24
127
0.000.840.84
203216.3714.02-2.35
114
0.000.850.85
203316.4814.04-2.44
101
0.000.850.86
203416.5514.05-2.50
87
0.000.860.86
203516.6214.07-2.55
73
0.000.870.87
203616.6814.08-2.59
59
0.000.880.88
203716.7214.10-2.62
45
0.000.890.89
203816.7314.11-2.62
30
0.000.900.90
203916.7314.12-2.61
15
0.000.910.91
204016.7114.13-2.58
----
0.000.910.92
204116.6914.14-2.55
----
0.000.920.92
204216.6614.15-2.52
----
0.000.930.93
204316.6414.15-2.48
----
0.000.940.94
204416.6214.16-2.45
----
0.000.950.95
204516.5914.17-2.42
----
0.000.950.96
204616.5714.18-2.39
----
0.000.960.96
204716.5614.19-2.37
----
0.000.970.97
204816.5514.19-2.35
----
0.000.980.98
204916.5414.20-2.34
----
0.000.980.99
205016.5414.21-2.33
----
0.000.990.99
205116.5514.22-2.33
----
0.001.001.00
205216.5714.23-2.35
----
0.001.001.00
205316.6014.23-2.37
----
0.001.011.01
205416.6414.24-2.40
----
0.001.011.02
205516.6914.25-2.43
----
0.001.021.02
205616.7414.26-2.48
----
0.001.031.03
205716.7914.27-2.52
----
0.001.031.03
205816.8514.28-2.56
----
0.001.041.04
205916.9014.29-2.61
----
0.001.041.04
206016.9514.30-2.65
----
0.001.051.05
206117.0014.31-2.69
----
0.001.051.05
206217.0614.32-2.74
----
0.001.061.06
206317.1114.33-2.78
----
0.001.061.06
206417.1614.33-2.83
----
0.001.071.07
206517.2214.34-2.87
----
0.001.071.07
206617.2714.35-2.92
----
0.001.081.08
206717.3314.36-2.97
----
0.001.081.08
206817.3914.37-3.02
----
0.001.091.09
206917.4414.38-3.07
----
0.001.091.09
207017.5014.38-3.12
----
0.001.091.10
207117.5514.39-3.16
----
0.001.101.10
207217.5914.40-3.20
----
0.001.101.10
207317.6314.40-3.23
----
0.001.111.11
207417.6614.41-3.25
----
0.001.111.11
207517.6814.42-3.27
----
0.001.111.12
207617.7014.42-3.28
----
0.001.121.12
207717.7014.42-3.28
----
0.001.121.12
207817.7014.43-3.28
----
0.001.131.13
207917.7114.43-3.27
----
0.001.131.13
208017.7114.44-3.27
----
0.001.131.13
208117.7114.44-3.27
----
0.001.141.14
208217.7314.44-3.28
----
0.001.141.14
208317.7514.45-3.30
----
0.001.141.14
208417.7714.45-3.32
----
0.001.151.15
208517.8114.46-3.35
----
0.001.151.15
208617.8414.46-3.38
----
0.001.151.15
208717.8814.47-3.42
----
0.001.151.16
208817.9314.47-3.45
----
0.001.161.16
208917.9714.48-3.49
----
0.001.161.16
209018.0114.48-3.53
----
0.001.161.16



 

Summarized Estimates

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

Year of reserve
depletion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2015 Trustees Report.
2015-2089 16.54% 14.79% -1.76%
2039
-0.00% 0.92% 0.93%
 
1 Under present law, the year of Trust Fund reserve depletion is 2034.

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Last reviewed or modified September 1, 2015